Purchases and Sales Made in Q3 2023 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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 13, 2023 Q3 2023
Balentine LLC

Atlanta, GA
BUY
 -
2.44K
+ 1.09%
$69.9K - $70.5K
227K $6.56M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
2.38K
+ 17.33%
$68.2K - $68.7K
16.1K $465K
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
2.37K
+ 8.67%
$67.9K - $68.4K
29.7K $858K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
2.35K
+ 2.76%
$67.4K - $67.9K
87.7K $2.53M
Oct 30, 2023 Q3 2023
Carmichael Hill & Associates, Inc.

BUY
 -
2.23K
New
$63.8K - $64.3K
2.23K $64.3K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
2.07K
New
$59.4K - $59.8K
2.07K $59.9K
Nov 14, 2023 Q3 2023
Smi Advisory Services, LLC

Columbus, IN
BUY
 -
1.97K
+ 6.94%
$56.3K - $56.7K
30.3K $875K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.91K
+ 0.66%
$54.7K - $55.1K
289K $8.36M
Nov 14, 2023 Q3 2023
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
1.89K
+ 9.06%
$54.2K - $54.6K
22.8K $657K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
1.74K
+ 9.37%
$49.8K - $50.2K
20.3K $586K
Nov 03, 2023 Q3 2023
Pinnacle Financial Partners Inc

BUY
 -
1.42K
+ 2.17%
$40.6K - $40.9K
66.6K $1.92M
Oct 23, 2023 Q3 2023
Accurate Wealth Management, LLC

BUY
 -
1.38K
+ 12.3%
$39.6K - $39.9K
12.6K $364K
Oct 16, 2023 Q3 2023
3 Edge Asset Management, LP

BUY
 -
1.32K
+ 4.5%
$37.8K - $38.1K
30.6K $885K
Oct 17, 2023 Q3 2023
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
1.28K
New
$36.6K - $36.9K
1.28K $36.9K
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
1.26K
+ 0.57%
$36.1K - $36.4K
222K $6.41M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.25K
+ 94.39%
$35.7K - $36K
2.57K $74.1K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
1.2K
+ 3.6%
$34.4K - $34.7K
34.6K $999K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
1.15K
+ 16.06%
$33K - $33.3K
8.33K $241K
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
1.1K
+ 1.03%
$31.6K - $31.9K
109K $3.14M
Oct 19, 2023 Q3 2023
Marshall Financial Group LLC

BUY
 -
891
+ 4.65%
$25.5K - $25.7K
20.1K $580K
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
882
+ 2.67%
$25.3K - $25.5K
33.9K $979K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
842
+ 0.95%
$24.1K - $24.3K
89K $2.57M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
821
+ 651.59%
$23.5K - $23.7K
947 $27.4K
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
808
+ 5.46%
$23.2K - $23.3K
15.6K $451K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
804
+ 20.94%
$23K - $23.2K
4.64K $134K
Nov 01, 2023 Q3 2023
Wisconsin Capital Management LLC

BUY
 -
800
+ 3.9%
$22.9K - $23.1K
21.3K $615K
Oct 11, 2023 Q3 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
774
New
$22.2K - $22.4K
774 $22.4K
Nov 14, 2023 Q3 2023
First Trust Capital Management L.P.

Chicago, IL
BUY
 -
770
+ 3.81%
$22.1K - $22.2K
21K $606K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
761
+ 9.66%
$21.8K - $22K
8.64K $249K
Dec 07, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
728
+ 329.41%
$20.9K - $21K
949 $27.4K
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
655
New
$18.8K - $18.9K
655 $18.9K
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
647
New
$18.5K - $18.7K
647 $18.7K
Nov 14, 2023 Q3 2023
Treynor Bancshares, Inc.

BUY
 -
637
+ 2.76%
$18.3K - $18.4K
23.7K $684K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
563
+ 343.29%
$16.1K - $16.3K
727 $21K
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
518
New
$14.8K - $15K
518 $15K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
518
+ 47.79%
$14.8K - $15K
1.6K $46.3K
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

BUY
 -
426
+ 0.51%
$12.2K - $12.3K
84.8K $2.45M
Nov 09, 2023 Q3 2023
Wbi Investments, Inc.

BUY
 -
420
+ 3.25%
$12K - $12.1K
13.4K $386K
Oct 31, 2023 Q3 2023
Tempus Wealth Planning, LLC

BUY
 -
361
+ 0.27%
$10.3K - $10.4K
134K $3.88M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
358
New
$10.3K - $10.3K
358 $10.3K
Nov 07, 2023 Q3 2023
Patron Partners, LLC

BUY
 -
309
+ 1.89%
$8.86K - $8.92K
16.7K $482K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
305
New
$8.74K - $8.81K
305 $8.81K
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
279
+ 1.91%
$8K - $8.06K
14.9K $429K
Nov 13, 2023 Q3 2023
Steward Partners Investment Advisory, LLC

BUY
 -
270
New
$7.74K - $7.8K
270 $7.8K
Nov 15, 2023 Q3 2023
Orion Capital Management LLC

BUY
 -
251
New
$7.19K - $7.25K
251 $7.25K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
225
+ 1.48%
$6.45K - $6.5K
15.4K $445K
Oct 10, 2023 Q3 2023
Carnegie Capital Asset Management, LLC

BUY
 -
215
+ 2.2%
$6.16K - $6.21K
9.98K $288K
Nov 14, 2023 Q3 2023
New England Asset Management Inc

Farmington, CT
BUY
 -
200
New
$5.73K - $5.78K
200 $5.78K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
193
New
$5.53K - $5.57K
193 $5.58K

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