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 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
9+ 1.0% |
$259 - $265
|
905
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
9New |
$259 - $265
|
9
$260
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
8New |
$230 - $236
|
8
$231
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
4New |
$115 - $118
|
4
$116
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
3+ 0.41% |
$86.3 - $88.4
|
728
$21K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
1New |
$28.8 - $29.5
|
1
$28.9
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 8.14% |
$690 - $707
|
271
$7.83K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-40- 0.05% |
$1.15K - $1.18K
|
83.5K
$2.41M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 7.14% |
$1.44K - $1.47K
|
650
$18.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-54- 17.25% |
$1.55K - $1.59K
|
259
$7.48K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-79- 5.33% |
$2.27K - $2.33K
|
1.4K
$40.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-80- 0.17% |
$2.3K - $2.36K
|
47.8K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-87- 0.14% |
$2.5K - $2.56K
|
61.3K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-104- 0.28% |
$2.99K - $3.06K
|
37.4K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-168- 68.02% |
$4.83K - $4.95K
|
79
$2.28K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-191- 1.12% |
$5.49K - $5.63K
|
16.9K
$488K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-200- 0.77% |
$5.75K - $5.89K
|
25.9K
$748K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-230- 1.03% |
$6.61K - $6.78K
|
22.2K
$641K
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-256- 0.4% |
$7.36K - $7.54K
|
63K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-274- 2.41% |
$7.88K - $8.07K
|
11.1K
$321K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-297- 2.08% |
$8.54K - $8.75K
|
14K
$405K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-372- 3.58% |
$10.7K - $11K
|
10K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-453- 0.39% |
$13K - $13.3K
|
115K
$3.33M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-572- 5.24% |
$16.4K - $16.9K
|
10.3K
$299K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-576- 0.45% |
$16.6K - $17K
|
128K
$3.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-627- 0.52% |
$18K - $18.5K
|
121K
$3.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-635- 6.96% |
$18.3K - $18.7K
|
8.49K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-646- 3.46% |
$18.6K - $19K
|
18K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-729- 0.79% |
$21K - $21.5K
|
92K
$2.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-730- 6.68% |
$21K - $21.5K
|
10.2K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-841- 10.24% |
$24.2K - $24.8K
|
7.37K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-916- 18.49% |
$26.3K - $27K
|
4.04K
$117K
|
|
|
Oct 07, 2024
Q3 2024
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-975- 0.38% |
$28K - $28.7K
|
254K
$7.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-981- 1.04% |
$28.2K - $28.9K
|
93.3K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1K- 3.38% |
$28.8K - $29.5K
|
28.6K
$826K
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.01K- 12.57% |
$29.2K - $29.9K
|
7.05K
$204K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.04K- 1.05% |
$29.9K - $30.6K
|
97.8K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.05K- 6.65% |
$30.2K - $31K
|
14.8K
$427K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.1K- 7.14% |
$31.6K - $32.4K
|
14.3K
$413K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.17K- 9.05% |
$33.6K - $34.4K
|
11.7K
$339K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.18K- 23.71% |
$33.9K - $34.8K
|
3.8K
$110K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.2K- 0.39% |
$34.6K - $35.4K
|
307K
$8.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.21KClosed |
$34.7K - $35.6K
|
0
$0
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.28K- 3.84% |
$36.8K - $37.7K
|
32K
$925K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-1.59K- 5.6% |
$45.8K - $47K
|
26.9K
$777K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.78K- 14.54% |
$51.2K - $52.5K
|
10.5K
$303K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-1.91K- 59.72% |
$54.9K - $56.3K
|
1.29K
$37.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.94K- 14.91% |
$55.8K - $57.2K
|
11.1K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.47K- 18.21% |
$70.9K - $72.6K
|
11.1K
$320K
|