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 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
10.2KNew |
$292K - $300K
|
10.2K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
9.51KNew |
$273K - $280K
|
9.51K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
8.75K+ 2.39% |
$252K - $258K
|
375K
$10.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
8.68K+ 1.37% |
$250K - $256K
|
641K
$18.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
8.6KNew |
$247K - $253K
|
8.6K
$248K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
8.55K+ 8.78% |
$246K - $252K
|
106K
$3.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
8.48KNew |
$244K - $250K
|
8.48K
$245K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
8.38KNew |
$241K - $247K
|
8.38K
$242K
|
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
8.11K+ 2.29% |
$233K - $239K
|
362K
$10.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.07KNew |
$232K - $238K
|
8.07K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.02KNew |
$231K - $236K
|
8.02K
$232K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.89K+ 16.59% |
$227K - $233K
|
55.5K
$1.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.88K+ 1.0% |
$226K - $232K
|
798K
$23.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
7.67KNew |
$220K - $226K
|
7.67K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.47K+ 28.41% |
$215K - $220K
|
33.8K
$975K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
7.2K+ 4.09% |
$207K - $212K
|
183K
$5.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7K+ 2.56% |
$201K - $206K
|
280K
$8.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
6.98K+ 12.66% |
$201K - $205K
|
62.1K
$1.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.85K+ 137.09% |
$197K - $202K
|
11.8K
$342K
|
|
|
Oct 15, 2024
Q3 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 8.44% |
$196K - $200K
|
87.5K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.61K+ 54.17% |
$190K - $195K
|
18.8K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
6.4K+ 19.95% |
$184K - $188K
|
38.4K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
6.1K+ 47.25% |
$175K - $180K
|
19K
$549K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.1K+ 2.21% |
$175K - $180K
|
282K
$8.13M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.96K+ 46.9% |
$171K - $176K
|
18.7K
$540K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
5.81K+ 62.74% |
$167K - $171K
|
15.1K
$435K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.66K+ 45.45% |
$163K - $167K
|
18.1K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.46K+ 60.79% |
$157K - $161K
|
14.4K
$417K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
5.36K+ 51.34% |
$154K - $158K
|
15.8K
$456K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.06K+ 57.62% |
$146K - $149K
|
13.8K
$400K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.2K+ 733.51% |
$121K - $124K
|
4.78K
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.05K+ 51.43% |
$116K - $119K
|
11.9K
$344K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.93K+ 6.4% |
$113K - $116K
|
65.3K
$1.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.8K+ 9.58% |
$109K - $112K
|
43.5K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.51K+ 2.4% |
$101K - $103K
|
150K
$4.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.1KNew |
$89.2K - $91.4K
|
3.1K
$89.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
3.04K+ 14.29% |
$87.3K - $89.4K
|
24.3K
$701K
|
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
3K+ 16.07% |
$86.3K - $88.4K
|
21.7K
$626K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.8K+ 8.65% |
$80.4K - $82.4K
|
35.1K
$1.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.77K+ 0.2% |
$79.6K - $81.5K
|
1.37M
$39.7M
|
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
BUY
|
- |
2.61K+ 1.28% |
$75.2K - $77K
|
206K
$5.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
2.57K+ 4.97% |
$73.9K - $75.7K
|
54.3K
$1.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.22K+ 11.12% |
$63.9K - $65.5K
|
22.2K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 3.46% |
$58K - $59.4K
|
60.3K
$1.74M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.93K+ 21.78% |
$55.4K - $56.8K
|
10.8K
$311K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.77K+ 132.56% |
$50.8K - $52.1K
|
3.1K
$89.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 23.22% |
$49.3K - $50.6K
|
9.11K
$263K
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1.7K+ 327.55% |
$48.9K - $50.1K
|
2.22K
$64.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.62K+ 2.36% |
$46.4K - $47.6K
|
70.1K
$2.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.6K+ 18.59% |
$46K - $47.2K
|
10.2K
$295K
|