Purchases and Sales Made in Q4 2021 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.2M+ 26069.93% |
$463M - $467M
|
15.3M
$443M
|
|
|
Jan 18, 2022
Q4 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.13M+ 884.82% |
$156M - $157M
|
5.71M
$166M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.23M+ 2298.69% |
$129M - $130M
|
4.42M
$128M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.43M+ 597.39% |
$74M - $74.5M
|
2.84M
$82.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2M+ 134.29% |
$60.8M - $61.2M
|
3.49M
$101M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
722KNew |
$22M - $22.1M
|
722K
$20.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
BUY
|
- |
666K+ 115.81% |
$20.3M - $20.4M
|
1.24M
$36M
|
|
|
Feb 14, 2022
Q4 2021
|
State Street Corp
Boston, MA |
BUY
|
- |
624K+ 9.72% |
$19M - $19.1M
|
7.04M
$204M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
616K+ 4249.34% |
$18.7M - $18.9M
|
630K
$18.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
573KNew |
$17.4M - $17.6M
|
573K
$16.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
413K+ 17.21% |
$12.6M - $12.6M
|
2.81M
$81.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
344K+ 62.16% |
$10.5M - $10.5M
|
898K
$26M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
319KNew |
$9.71M - $9.78M
|
319K
$9.26M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
255K+ 124.08% |
$7.77M - $7.82M
|
461K
$13.4M
|
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
235KNew |
$7.14M - $7.2M
|
235K
$6.81M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
200KNew |
$6.1M - $6.14M
|
200K
$5.81M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
197K+ 23138.62% |
$6M - $6.04M
|
198K
$5.74M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
195K+ 1783.13% |
$5.95M - $5.99M
|
206K
$5.99M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
174K+ 64.22% |
$5.29M - $5.32M
|
444K
$12.9M
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
170K+ 9.59% |
$5.19M - $5.22M
|
1.95M
$56.5M
|
|
|
Mar 01, 2022
Q4 2021
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
160KNew |
$4.87M - $4.91M
|
160K
$4.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
139K+ 43.78% |
$4.22M - $4.25M
|
456K
$13.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
133K+ 18.44% |
$4.05M - $4.08M
|
856K
$24.8M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
106K+ 503.7% |
$3.21M - $3.24M
|
127K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
75.4K+ 2.3% |
$2.29M - $2.31M
|
3.35M
$97.1M
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
68.7K+ 12.43% |
$2.09M - $2.1M
|
621K
$18M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
60.2K+ 9.89% |
$1.83M - $1.84M
|
669K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
55.6KNew |
$1.69M - $1.7M
|
55.6K
$1.61M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
54.9K+ 286.74% |
$1.67M - $1.68M
|
74.1K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
50.1KNew |
$1.52M - $1.53M
|
50.1K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
49.4K+ 2.96% |
$1.5M - $1.51M
|
1.72M
$49.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
48.1K+ 15.35% |
$1.46M - $1.47M
|
361K
$10.5M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
44.9K+ 17.53% |
$1.37M - $1.38M
|
301K
$8.73M
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
44.2K+ 7.5% |
$1.35M - $1.36M
|
634K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
42.8K+ 16.7% |
$1.3M - $1.31M
|
299K
$8.67M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
41.1KNew |
$1.25M - $1.26M
|
41.1K
$1.19M
|
|
|
Jan 31, 2022
Q4 2021
|
Horizon Financial Services, LLC
|
BUY
|
- |
40.9KNew |
$1.24M - $1.25M
|
40.9K
$1.19M
|
|
|
Feb 25, 2022
Q4 2021
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.2KNew |
$1.22M - $1.23M
|
40.2K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
34.4KNew |
$1.05M - $1.05M
|
34.4K
$997K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
33K+ 2.53% |
$1M - $1.01M
|
1.34M
$38.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Treynor Bancshares, Inc.
|
BUY
|
- |
26.2KNew |
$797K - $802K
|
26.2K
$759K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
24.3K+ 21.9% |
$738K - $743K
|
135K
$3.92M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
22.9KNew |
$697K - $702K
|
22.9K
$664K
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
22.3KNew |
$677K - $682K
|
22.3K
$645K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
22K+ 8.98% |
$670K - $675K
|
267K
$7.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
19.7KNew |
$600K - $604K
|
19.7K
$572K
|
|
|
Jan 26, 2022
Q4 2021
|
Life Steps Financial, Inc.
|
BUY
|
- |
19.4K+ 6.83% |
$590K - $594K
|
303K
$8.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
19.3KNew |
$588K - $592K
|
19.3K
$560K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.9K+ 11277.3% |
$484K - $487K
|
16K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
15.1K+ 37.61% |
$458K - $462K
|
55.1K
$1.6M
|