Purchases and Sales Made in Q3 2022 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2022. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM TREA.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
2.96K+ 3.1% |
$85.4K - $87.6K
|
98.3K
$2.84M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.56K+ 34.53% |
$73.9K - $75.8K
|
9.99K
$288K
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
2.53K+ 3.41% |
$72.8K - $74.7K
|
76.5K
$2.21M
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2.52K+ 17.28% |
$72.7K - $74.6K
|
17.1K
$495K
|
|
Oct 17, 2022
Q3 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.27K+ 22.64% |
$65.4K - $67K
|
12.3K
$355K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.11K+ 18.7% |
$61K - $62.5K
|
13.4K
$388K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.03KNew |
$58.5K - $59.9K
|
2.03K
$58.6K
|
|
Oct 18, 2022
Q3 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.96K+ 11.54% |
$56.6K - $58K
|
19K
$548K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.9K+ 4.5% |
$54.7K - $56.1K
|
44K
$1.27M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.87KNew |
$53.9K - $55.3K
|
1.87K
$54K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.73K+ 9.62% |
$50K - $51.3K
|
19.8K
$571K
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.61K+ 155.49% |
$46.5K - $47.7K
|
2.65K
$76.6K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.58KNew |
$45.4K - $46.6K
|
1.58K
$45.5K
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
1.35K+ 4.55% |
$38.8K - $39.8K
|
30.9K
$893K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15K+ 16.53% |
$33.2K - $34K
|
8.12K
$234K
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
993New |
$28.6K - $29.4K
|
993
$28.7K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
758+ 701.85% |
$21.9K - $22.4K
|
866
$25K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
650+ 7.98% |
$18.7K - $19.2K
|
8.8K
$254K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
649New |
$18.7K - $19.2K
|
649
$18.7K
|
|
Oct 11, 2022
Q3 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
568+ 0.11% |
$16.4K - $16.8K
|
533K
$15.4M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
425+ 0.39% |
$12.3K - $12.6K
|
110K
$3.16M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
376New |
$10.8K - $11.1K
|
376
$10.9K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
321New |
$9.26K - $9.49K
|
321
$9.27K
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
179+ 0.23% |
$5.16K - $5.29K
|
77.7K
$2.24M
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
102+ 1.03% |
$2.94K - $3.02K
|
10K
$290K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$2.88K - $2.96K
|
100
$2.89K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
94New |
$2.71K - $2.78K
|
94
$2.72K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
41+ 0.26% |
$1.18K - $1.21K
|
15.5K
$448K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 10.18% |
$1.12K - $1.15K
|
422
$12.2K
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
16+ 0.18% |
$461 - $473
|
9.13K
$264K
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
7+ 0.07% |
$202 - $207
|
10.3K
$298K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 0.41% |
$57.7 - $59.1
|
490
$14.2K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3- 0.13% |
$86.5 - $88.7
|
2.24K
$64.7K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-6- 0.42% |
$173 - $177
|
1.42K
$41K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-10- 0.01% |
$288 - $296
|
91.7K
$2.65M
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-38- 74.51% |
$1.1K - $1.12K
|
13
$376
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-44- 1.74% |
$1.27K - $1.3K
|
2.49K
$71.8K
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-56- 0.12% |
$1.62K - $1.66K
|
46.8K
$1.35M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-77- 0.87% |
$2.22K - $2.28K
|
8.82K
$255K
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-94- 0.73% |
$2.71K - $2.78K
|
12.8K
$368K
|
|
Nov 14, 2022
Q3 2022
|
First Trust Capital Management L.P.
Chicago, IL |
SELL
|
- |
-95- 0.67% |
$2.74K - $2.81K
|
14K
$405K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-130- 4.72% |
$3.75K - $3.84K
|
2.63K
$75.9K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-170- 85.86% |
$4.9K - $5.03K
|
28
$809
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-170- 85.86% |
$4.9K - $5.03K
|
28
$809
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-196- 0.66% |
$5.65K - $5.8K
|
29.3K
$846K
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-202- 0.09% |
$5.83K - $5.97K
|
217K
$6.27M
|
|
Nov 10, 2022
Q3 2022
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-212- 0.82% |
$6.11K - $6.27K
|
25.7K
$743K
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-290- 3.07% |
$8.36K - $8.58K
|
9.15K
$264K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-315- 2.06% |
$9.08K - $9.31K
|
15K
$433K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-321Closed |
$9.26K - $9.49K
|
0
$0
|