Purchases and Sales Made in Q3 2023 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
5.76M+ 77.86% |
$165M - $166M
|
13.2M
$380M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.95M+ 10.61% |
$113M - $114M
|
41.2M
$1.19B
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.81M+ 435.31% |
$51.9M - $52.3M
|
2.23M
$64.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.39M+ 58.5% |
$39.7M - $40M
|
3.75M
$108M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.37MNew |
$39.2M - $39.5M
|
1.37M
$39.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.24M+ 97.58% |
$35.6M - $35.8M
|
2.51M
$72.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.2M+ 121.74% |
$34.5M - $34.8M
|
2.19M
$63.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
556K+ 70.12% |
$15.9M - $16.1M
|
1.35M
$39M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
532K+ 2515.85% |
$15.2M - $15.4M
|
553K
$16M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
508K+ 18.42% |
$14.5M - $14.7M
|
3.26M
$94.3M
|
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
485K+ 232.77% |
$13.9M - $14M
|
694K
$20.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
481K+ 941.03% |
$13.8M - $13.9M
|
532K
$15.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
431KNew |
$12.4M - $12.5M
|
431K
$12.5M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
420KNew |
$12M - $12.1M
|
420K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
376KNew |
$10.8M - $10.9M
|
376K
$10.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
345K+ 25.07% |
$9.87M - $9.95M
|
1.72M
$49.7M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
323KNew |
$9.26M - $9.34M
|
323K
$9.34M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
300KNew |
$8.61M - $8.67M
|
300K
$8.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
275K+ 135577.83% |
$7.89M - $7.95M
|
275K
$7.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
218KNew |
$6.25M - $6.3M
|
218K
$6.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
192KNew |
$5.49M - $5.54M
|
192K
$5.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
141KNew |
$4.05M - $4.08M
|
141K
$4.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
127K+ 88.82% |
$3.64M - $3.67M
|
270K
$7.81M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
126K+ 1.35% |
$3.61M - $3.64M
|
9.5M
$274M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
121K+ 14.48% |
$3.46M - $3.48M
|
954K
$27.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
111KNew |
$3.18M - $3.21M
|
111K
$3.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
105K+ 166.98% |
$3.01M - $3.03M
|
168K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
103K+ 3.91% |
$2.95M - $2.98M
|
2.74M
$79.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
94.7KNew |
$2.71M - $2.74M
|
94.7K
$2.74M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
93K+ 46.62% |
$2.67M - $2.69M
|
293K
$8.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
93K+ 46.62% |
$2.67M - $2.69M
|
293K
$8.46M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
86.3K+ 654.52% |
$2.47M - $2.49M
|
99.5K
$2.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
86K+ 5.51% |
$2.46M - $2.48M
|
1.65M
$47.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
81KNew |
$2.32M - $2.34M
|
81K
$2.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
76.9K+ 10.09% |
$2.2M - $2.22M
|
839K
$24.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
76.5K+ 399.43% |
$2.19M - $2.21M
|
95.7K
$2.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
69.4K+ 29.38% |
$1.99M - $2M
|
306K
$8.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
65.8K+ 78.8% |
$1.89M - $1.9M
|
149K
$4.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.2K+ 25.47% |
$1.73M - $1.74M
|
297K
$8.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
60K+ 11.74% |
$1.72M - $1.73M
|
571K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
59.6K+ 30.23% |
$1.71M - $1.72M
|
257K
$7.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
57.4K+ 14.73% |
$1.65M - $1.66M
|
447K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
56.7K+ 24.7% |
$1.62M - $1.64M
|
286K
$8.26M
|
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
54.3K+ 9.16% |
$1.56M - $1.57M
|
648K
$18.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
51.3K+ 32.8% |
$1.47M - $1.48M
|
208K
$6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
49.8KNew |
$1.43M - $1.44M
|
49.8K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
44.9K+ 260.73% |
$1.29M - $1.3M
|
62.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
43.3KNew |
$1.24M - $1.25M
|
43.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
39.9KNew |
$1.14M - $1.15M
|
39.9K
$1.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
37KNew |
$1.06M - $1.07M
|
37K
$1.07M
|