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 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.8K- 6.06% |
$311K - $313K
|
168K
$4.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-11.2K- 28.4% |
$321K - $323K
|
28.2K
$815K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.2K- 55.32% |
$350K - $353K
|
9.87K
$285K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.5K- 7.28% |
$358K - $361K
|
159K
$4.59M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-16.5K- 24.96% |
$473K - $477K
|
49.6K
$1.43M
|
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-16.7K- 6.19% |
$479K - $482K
|
253K
$7.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-20.8KClosed |
$596K - $600K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-21.6K- 4.75% |
$619K - $624K
|
433K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-23.9K- 2.23% |
$685K - $690K
|
1.05M
$30.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 50.53% |
$690K - $695K
|
23.6K
$681K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-25K- 48.55% |
$716K - $722K
|
26.5K
$765K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-25.2K- 51.05% |
$722K - $728K
|
24.2K
$698K
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-26.3K- 22.52% |
$754K - $759K
|
90.5K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-26.4K- 68.61% |
$756K - $762K
|
12.1K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.3K- 38.77% |
$812K - $819K
|
44.8K
$1.29M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.5K- 43.09% |
$816K - $822K
|
37.6K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-29.4K- 20.59% |
$843K - $850K
|
113K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-32.2K- 17.84% |
$922K - $929K
|
148K
$4.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-32.7K- 25.76% |
$936K - $944K
|
94.2K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-34.1K- 25.51% |
$976K - $983K
|
99.5K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.4K- 9.19% |
$1.07M - $1.08M
|
369K
$10.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-41.5K- 7.14% |
$1.19M - $1.2M
|
539K
$15.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-45.4K- 20.23% |
$1.3M - $1.31M
|
179K
$5.17M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-46.2K- 64.2% |
$1.32M - $1.33M
|
25.7K
$744K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-49.6K- 8.45% |
$1.42M - $1.43M
|
538K
$15.5M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-51.3K- 9.9% |
$1.47M - $1.48M
|
467K
$13.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-53.4K- 10.86% |
$1.53M - $1.54M
|
439K
$12.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-56.3K- 97.23% |
$1.61M - $1.63M
|
1.6K
$46.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-61.8K- 88.91% |
$1.77M - $1.79M
|
7.71K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-85.7K- 7.12% |
$2.46M - $2.48M
|
1.12M
$32.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-107K- 38.46% |
$3.06M - $3.08M
|
171K
$4.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-112K- 16.76% |
$3.2M - $3.22M
|
554K
$16M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-113K- 3.17% |
$3.24M - $3.27M
|
3.46M
$99.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-118K- 4.28% |
$3.37M - $3.4M
|
2.63M
$76.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-162K- 4.07% |
$4.65M - $4.69M
|
3.82M
$110M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-189K- 6.64% |
$5.43M - $5.47M
|
2.66M
$76.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-212K- 63.07% |
$6.08M - $6.12M
|
124K
$3.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-332K- 88.26% |
$9.5M - $9.58M
|
44.1K
$1.27M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-339K- 71.97% |
$9.7M - $9.78M
|
132K
$3.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-349K- 3.15% |
$9.99M - $10.1M
|
10.7M
$309M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-403K- 14.2% |
$11.6M - $11.6M
|
2.44M
$70.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-446K- 10.95% |
$12.8M - $12.9M
|
3.63M
$105M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-522K- 26.71% |
$15M - $15.1M
|
1.43M
$41.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-537K- 32.07% |
$15.4M - $15.5M
|
1.14M
$32.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-658K- 86.19% |
$18.8M - $19M
|
105K
$3.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-729K- 9.0% |
$20.9M - $21.1M
|
7.37M
$213M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-895K- 45.43% |
$25.7M - $25.9M
|
1.08M
$31.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.88M- 58.98% |
$54M - $54.4M
|
1.31M
$37.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.25M- 65.45% |
$151M - $152M
|
2.77M
$80.1M
|