Purchases and Sales Made in Q3 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2024. 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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
47.3K+ 307.24% |
$1.36M - $1.39M
|
62.6K
$1.81M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
46.8K+ 69.82% |
$1.35M - $1.38M
|
114K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
45.5K+ 1.62% |
$1.31M - $1.34M
|
2.86M
$82.5M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43K+ 15.52% |
$1.24M - $1.27M
|
320K
$9.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
41.5K+ 18.93% |
$1.19M - $1.22M
|
261K
$7.53M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.3K+ 64.42% |
$1.16M - $1.19M
|
103K
$2.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
39.6K+ 7.67% |
$1.14M - $1.17M
|
556K
$16.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
BUY
|
- |
39.2K+ 228.96% |
$1.13M - $1.16M
|
56.3K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
38.4K+ 197.28% |
$1.1M - $1.13M
|
57.9K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
37.6K+ 27.63% |
$1.08M - $1.11M
|
173K
$5.01M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
35.5K+ 3.85% |
$1.02M - $1.04M
|
956K
$27.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
32.4K+ 195.93% |
$933K - $956K
|
49K
$1.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
31.4K+ 188.49% |
$903K - $926K
|
48.1K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
31.1K+ 6.67% |
$894K - $916K
|
497K
$14.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
31.1K+ 167.33% |
$893K - $915K
|
49.6K
$1.43M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
30.3K+ 19.11% |
$872K - $894K
|
189K
$5.46M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.7K+ 73.19% |
$798K - $817K
|
65.6K
$1.9M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
24.7K+ 8.44% |
$711K - $728K
|
318K
$9.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.8K+ 257.18% |
$684K - $701K
|
33K
$955K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.2K+ 61.25% |
$667K - $684K
|
61.1K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
23.1K+ 7.91% |
$663K - $680K
|
315K
$9.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
22.5K+ 27.43% |
$648K - $664K
|
105K
$3.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
21.7K+ 8.54% |
$625K - $640K
|
276K
$7.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
20.6KNew |
$593K - $608K
|
20.6K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
20.6KNew |
$593K - $608K
|
20.6K
$596K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
20.6KNew |
$592K - $607K
|
20.6K
$595K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
20.5K+ 1.21% |
$590K - $605K
|
1.72M
$49.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
20.3K+ 9.27% |
$585K - $599K
|
240K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
20.1K+ 19.01% |
$579K - $593K
|
126K
$3.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
19.5KNew |
$560K - $573K
|
19.5K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
19.3K+ 194.27% |
$556K - $569K
|
29.3K
$846K
|
|
|
Oct 30, 2024
Q3 2024
|
Donald L. Hagan, LLC
|
BUY
|
- |
18.8KNew |
$542K - $555K
|
18.8K
$544K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16K+ 63.98% |
$459K - $470K
|
40.9K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
15.2K+ 216.79% |
$436K - $447K
|
22.2K
$641K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
15K+ 26.17% |
$431K - $442K
|
72.3K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
15K+ 128.1% |
$430K - $441K
|
26.7K
$770K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
14.8K+ 22.3% |
$425K - $435K
|
81K
$2.34M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
14.7K+ 6.64% |
$422K - $432K
|
236K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
14.5K+ 0.07% |
$417K - $427K
|
21.7M
$627M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
13.2K+ 58.47% |
$381K - $390K
|
35.9K
$1.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 7.89% |
$373K - $382K
|
177K
$5.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.5K+ 3.15% |
$360K - $368K
|
409K
$11.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
12.3K+ 10.97% |
$352K - $361K
|
124K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12KNew |
$346K - $355K
|
12K
$348K
|
|
|
Oct 16, 2024
Q3 2024
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
11.7K+ 6.94% |
$335K - $344K
|
180K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
11.6KNew |
$334K - $342K
|
11.6K
$335K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
11.5KNew |
$330K - $338K
|
11.5K
$332K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.3K+ 32.71% |
$325K - $333K
|
45.9K
$1.32M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11.1K+ 30.38% |
$318K - $326K
|
47.5K
$1.37M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
10.7K+ 4.59% |
$307K - $314K
|
243K
$7.03M
|