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 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
175
+ 23.24%
$5.02K - $5.05K
928 $26.8K
Nov 01, 2023 Q3 2023
Horan Securities, Inc.

BUY
 -
151
+ 0.36%
$4.33K - $4.36K
41.9K $1.21M
Nov 09, 2023 Q3 2023
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
137
+ 1.25%
$3.93K - $3.96K
11.1K $320K
Nov 09, 2023 Q3 2023
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
133
+ 0.22%
$3.81K - $3.84K
60.7K $1.75M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
74
+ 0.45%
$2.12K - $2.14K
16.6K $480K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
74
New
$2.12K - $2.14K
74 $2.14K
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
72
New
$2.06K - $2.08K
72 $2.08K
Oct 31, 2023 Q3 2023
Money Concepts Capital Corp

BUY
 -
70
+ 0.73%
$2.01K - $2.02K
9.67K $279K
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
45
+ 0.44%
$1.29K - $1.3K
10.2K $296K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
43
+ 0.16%
$1.23K - $1.24K
26.4K $764K
Oct 10, 2023 Q3 2023
Northwest Capital Management Inc

BUY
 -
19
+ 3.8%
$545 - $549
519 $15K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
18
+ 1.99%
$516 - $520
921 $26.6K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
16
New
$459 - $462
16 $462
Nov 13, 2023 Q3 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
10
+ 0.96%
$287 - $289
1.05K $30.5K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
8
+ 0.92%
$229 - $231
874 $25.2K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
3
+ 0.75%
$86 - $86.6
401 $11.6K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.47%
$28.7 - $28.9
214 $6.18K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

SELL
 -
-8
- 0.02%
$229 - $231
50.7K $1.47M
Nov 01, 2023 Q3 2023
Focused Wealth Management, Inc

SELL
 -
-21
- 1.02%
$602 - $606
2.04K $58.9K
Oct 04, 2023 Q3 2023
Salem Investment Counselors Inc

Winston Salem, NC
SELL
 -
-25
- 14.29%
$717 - $722
150 $4.33K
Oct 30, 2023 Q3 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-27
- 0.22%
$774 - $780
12K $347K
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

SELL
 -
-46
- 0.37%
$1.32K - $1.33K
12.2K $354K
Oct 31, 2023 Q3 2023
Apcm Wealth Management For Individuals

SELL
 -
-57
- 6.83%
$1.63K - $1.65K
778 $22.5K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-62
- 0.25%
$1.78K - $1.79K
25K $722K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-64
- 5.12%
$1.83K - $1.85K
1.19K $34.3K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
SELL
 -
-133
- 1.09%
$3.81K - $3.84K
12.1K $350K
Oct 20, 2023 Q3 2023
Prairie View Partners, LLC

SELL
 -
-143
- 3.31%
$4.1K - $4.13K
4.18K $121K
Nov 14, 2023 Q3 2023
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-179
- 1.65%
$5.13K - $5.17K
10.7K $308K
Oct 19, 2023 Q3 2023
Flagship Private Wealth, LLC

SELL
 -
-182
- 1.92%
$5.22K - $5.26K
9.32K $269K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

SELL
 -
-257
- 2.54%
$7.37K - $7.42K
9.88K $285K
Nov 06, 2023 Q3 2023
Aveo Capital Partners, LLC

SELL
 -
-314
- 1.42%
$9K - $9.07K
21.8K $630K
May 20, 2024 Q3 2023
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-318
- 3.37%
$9.11K - $9.18K
9.11K $263K
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-340
Closed
$9.74K - $9.82K
0 $0
Oct 10, 2023 Q3 2023
Successful Portfolios LLC

SELL
 -
-350
- 1.36%
$10K - $10.1K
25.4K $735K
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

SELL
 -
-370
- 0.19%
$10.6K - $10.7K
197K $5.68M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-389
- 2.09%
$11.1K - $11.2K
18.2K $526K
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

SELL
 -
-400
- 0.77%
$11.5K - $11.6K
51.7K $1.49M
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
SELL
 -
-485
- 3.4%
$13.9K - $14K
13.8K $398K
Oct 31, 2023 Q3 2023
Golden Green, Inc.

SELL
 -
-537
- 5.42%
$15.4K - $15.5K
9.38K $271K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

SELL
 -
-606
- 5.46%
$17.4K - $17.5K
10.5K $303K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

SELL
 -
-637
- 0.99%
$18.3K - $18.4K
63.6K $1.84M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-650
- 3.16%
$18.6K - $18.8K
19.9K $576K
Oct 12, 2023 Q3 2023
Kohmann Bosshard Financial Services, LLC

SELL
 -
-712
- 1.81%
$20.4K - $20.6K
38.7K $1.12M
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-728
- 76.71%
$20.9K - $21K
221 $6.38K
Nov 14, 2023 Q3 2023
My Wealth Management Inc.

SELL
 -
-732
- 1.01%
$21K - $21.1K
71.5K $2.07M
Oct 19, 2023 Q3 2023
Connective Portfolio Management, LLC

SELL
 -
-735
- 2.68%
$21.1K - $21.2K
26.7K $771K
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

SELL
 -
-800
- 3.97%
$22.9K - $23.1K
19.3K $559K
Oct 17, 2023 Q3 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-1.04K
- 31.67%
$29.8K - $30K
2.24K $64.8K
Oct 10, 2023 Q3 2023
Kwb Wealth

Redlands, CA
SELL
 -
-1.09K
- 2.23%
$31.2K - $31.5K
47.7K $1.38M

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