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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.13K- 7.49% |
$32.3K - $32.6K
|
13.9K
$402K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.14K- 14.84% |
$32.7K - $33K
|
6.55K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.18K- 0.33% |
$33.8K - $34K
|
352K
$10.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.2K- 43.32% |
$34.5K - $34.8K
|
1.58K
$45.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.27K- 48.96% |
$36.3K - $36.6K
|
1.32K
$38.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.32K- 6.26% |
$37.7K - $38K
|
19.7K
$569K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.46K- 7.93% |
$41.8K - $42.1K
|
16.9K
$489K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.52K- 6.12% |
$43.6K - $44K
|
23.3K
$674K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.52K- 6.68% |
$43.6K - $44K
|
21.3K
$615K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.56K- 5.79% |
$44.6K - $44.9K
|
25.3K
$731K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.6K- 8.78% |
$45.8K - $46.2K
|
16.6K
$480K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.68K- 10.68% |
$48.1K - $48.5K
|
14K
$405K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.82K- 1.92% |
$52.2K - $52.6K
|
93K
$2.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-2.06K- 16.37% |
$58.9K - $59.3K
|
10.5K
$303K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.06K- 40.97% |
$59.1K - $59.5K
|
2.97K
$85.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.14K- 2.65% |
$61.3K - $61.8K
|
78.7K
$2.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.16K- 2.41% |
$62K - $62.5K
|
87.6K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.24K- 9.35% |
$64.1K - $64.5K
|
21.7K
$626K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.28K- 2.82% |
$65.3K - $65.8K
|
78.7K
$2.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-2.37K- 2.86% |
$67.8K - $68.4K
|
80.3K
$2.32M
|
|
|
Oct 30, 2023
Q3 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.37K- 12.81% |
$67.9K - $68.4K
|
16.1K
$466K
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-2.47K- 0.48% |
$70.8K - $71.4K
|
511K
$14.8M
|
|
|
Oct 24, 2023
Q3 2023
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-2.53K- 0.96% |
$72.6K - $73.2K
|
260K
$7.52M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-2.7K- 14.09% |
$77.4K - $77.9K
|
16.5K
$476K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.71K- 16.31% |
$77.8K - $78.4K
|
13.9K
$402K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.01K- 3.37% |
$86.1K - $86.8K
|
86.1K
$2.49M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 10.46% |
$90.9K - $91.6K
|
27.2K
$785K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.19K- 10.76% |
$91.4K - $92.1K
|
26.5K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.31K- 12.25% |
$94.9K - $95.6K
|
23.7K
$685K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.57K- 3.17% |
$102K - $103K
|
109K
$3.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.72K- 47.71% |
$107K - $107K
|
4.08K
$118K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.23K- 8.67% |
$121K - $122K
|
44.5K
$1.29M
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-4.37K- 17.23% |
$125K - $126K
|
21K
$607K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.81K- 2.57% |
$138K - $139K
|
182K
$5.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.85K- 17.22% |
$139K - $140K
|
23.3K
$674K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.03K- 21.75% |
$144K - $145K
|
18.1K
$522K
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.35K- 22.18% |
$153K - $154K
|
18.8K
$542K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5.86K- 1.0% |
$168K - $169K
|
581K
$16.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-6.08K- 6.98% |
$174K - $176K
|
81K
$2.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.13K- 12.09% |
$204K - $206K
|
51.9K
$1.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.47K- 4.34% |
$214K - $216K
|
165K
$4.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-7.48K- 21.58% |
$214K - $216K
|
27.2K
$785K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.17K- 1.97% |
$234K - $236K
|
406K
$11.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-8.37K- 5.63% |
$240K - $242K
|
140K
$4.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-8.51K- 1.24% |
$244K - $246K
|
676K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-8.98K- 6.53% |
$257K - $259K
|
128K
$3.71M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9.13K- 9.89% |
$262K - $264K
|
83.1K
$2.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-9.68K- 3.04% |
$277K - $280K
|
309K
$8.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.95K- 3.23% |
$285K - $287K
|
298K
$8.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.7K- 6.89% |
$307K - $309K
|
144K
$4.17M
|