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 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
36.1KNew |
$1.03M - $1.04M
|
36.1K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
35.2K+ 450.63% |
$1.01M - $1.02M
|
43K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.9K+ 8.91% |
$973K - $980K
|
415K
$12M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.8K+ 172.07% |
$940K - $947K
|
51.9K
$1.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
32.5K+ 15.83% |
$933K - $940K
|
238K
$6.88M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
32.5K+ 19.93% |
$933K - $940K
|
196K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
31.7KNew |
$909K - $916K
|
31.7K
$916K
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
30.1K+ 5.09% |
$863K - $870K
|
621K
$18M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.8K+ 20.45% |
$826K - $833K
|
170K
$4.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
27K+ 4.9% |
$774K - $780K
|
578K
$16.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.7K+ 25.39% |
$766K - $772K
|
132K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
26.5KNew |
$759K - $765K
|
26.5K
$765K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
24.6KNew |
$705K - $711K
|
24.6K
$711K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.6K+ 0.63% |
$592K - $596K
|
3.31M
$95.5M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.6K+ 1.9% |
$591K - $595K
|
1.11M
$31.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
20.1K+ 9.0% |
$576K - $581K
|
243K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.4K+ 85.79% |
$469K - $473K
|
35.5K
$1.02M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
15.5K+ 89.79% |
$445K - $449K
|
32.8K
$949K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
14.7K+ 41.88% |
$420K - $423K
|
49.6K
$1.43M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14.3K+ 5.16% |
$411K - $414K
|
292K
$8.44M
|
|
|
Nov 06, 2023
Q3 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
14KNew |
$402K - $405K
|
14K
$405K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
12.8K+ 13.78% |
$367K - $370K
|
106K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.6KNew |
$362K - $365K
|
12.6K
$365K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
12.6K+ 7.62% |
$362K - $365K
|
178K
$5.15M
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
12.3KNew |
$353K - $355K
|
12.3K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.9K+ 27.16% |
$342K - $345K
|
55.9K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.7K+ 25.89% |
$334K - $336K
|
56.7K
$1.64M
|
|
|
Oct 10, 2023
Q3 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
11.6K+ 6.62% |
$331K - $334K
|
186K
$5.38M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
11.2KNew |
$321K - $323K
|
11.2K
$323K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
10.3K+ 46.65% |
$295K - $297K
|
32.3K
$934K
|
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
9.81K+ 2.0% |
$281K - $283K
|
499K
$14.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
9.42KNew |
$270K - $272K
|
9.42K
$272K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.92K+ 18.08% |
$256K - $258K
|
58.2K
$1.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
8.35KNew |
$239K - $241K
|
8.35K
$241K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
8.22K+ 177.02% |
$236K - $237K
|
12.9K
$372K
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7.71KNew |
$221K - $223K
|
7.71K
$223K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
7.25KNew |
$208K - $209K
|
7.25K
$209K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
6.87K+ 6.46% |
$197K - $198K
|
113K
$3.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.84KNew |
$196K - $198K
|
6.84K
$198K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.79K+ 2.82% |
$166K - $167K
|
211K
$6.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.07K+ 6.33% |
$145K - $146K
|
85.2K
$2.46M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
5.05KNew |
$145K - $146K
|
5.05K
$146K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.53K+ 42.43% |
$130K - $131K
|
15.2K
$440K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.84K+ 10.14% |
$110K - $111K
|
41.8K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
3.65K+ 1.1% |
$105K - $106K
|
336K
$9.71M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.48K+ 12.33% |
$99.7K - $100K
|
31.7K
$915K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.32KNew |
$95.2K - $95.9K
|
3.32K
$95.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3.21KNew |
$91.9K - $92.6K
|
3.21K
$92.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
2.62K+ 33.02% |
$75K - $75.6K
|
10.5K
$304K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.54K+ 1042.62% |
$72.9K - $73.5K
|
2.79K
$80.5K
|