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 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
14.8KNew |
$449K - $452K
|
14.8K
$429K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
13.3K+ 6.37% |
$404K - $407K
|
222K
$6.46M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.9K+ 8.94% |
$393K - $396K
|
157K
$4.58M
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
12.9KNew |
$391K - $394K
|
12.9K
$374K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
12.8KNew |
$390K - $393K
|
12.8K
$373K
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12.7KNew |
$386K - $388K
|
12.7K
$369K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.2KNew |
$371K - $374K
|
12.2K
$355K
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
11.4KNew |
$348K - $351K
|
11.4K
$333K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$326K - $329K
|
10.7K
$312K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.5KNew |
$319K - $321K
|
10.5K
$305K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
10.2KNew |
$309K - $311K
|
10.2K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
9.13K+ 16.36% |
$278K - $280K
|
64.9K
$1.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.9K+ 16.78% |
$271K - $273K
|
61.9K
$1.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8.7K+ 258.95% |
$265K - $267K
|
12.1K
$351K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
8.52K+ 3.03% |
$259K - $261K
|
290K
$8.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
8.2K+ 39.8% |
$250K - $251K
|
28.8K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
8.08KNew |
$246K - $248K
|
8.08K
$235K
|
|
|
Feb 10, 2022
Q4 2021
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
7.98K+ 68.59% |
$243K - $244K
|
19.6K
$570K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
7.66KNew |
$233K - $235K
|
7.66K
$223K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.51K+ 3.8% |
$228K - $230K
|
205K
$5.96M
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
7.2K+ 45.62% |
$219K - $221K
|
23K
$669K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
7.06KNew |
$215K - $216K
|
7.06K
$205K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
6.97K+ 2942.62% |
$212K - $214K
|
7.21K
$210K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.93KNew |
$211K - $212K
|
6.93K
$201K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6.76KNew |
$206K - $207K
|
6.76K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
5.54K+ 4.58% |
$169K - $170K
|
126K
$3.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
5.14K+ 16.78% |
$156K - $157K
|
35.8K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.1KNew |
$155K - $156K
|
5.1K
$148K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.1K+ 102.0% |
$155K - $156K
|
10.1K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.97K+ 19.09% |
$151K - $152K
|
31K
$902K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.64K+ 37.96% |
$141K - $142K
|
16.9K
$491K
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
3.62KNew |
$110K - $111K
|
3.62K
$105K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
3.35K+ 1644.12% |
$102K - $103K
|
3.56K
$104K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.82K+ 4.87% |
$85.9K - $86.5K
|
60.7K
$1.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.69K+ 1.15% |
$81.7K - $82.3K
|
237K
$6.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.62K+ 25.12% |
$79.7K - $80.3K
|
13.1K
$380K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
BUY
|
- |
2.25K+ 8.16% |
$68.3K - $68.8K
|
29.8K
$865K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.95KNew |
$59.3K - $59.7K
|
1.95K
$56.7K
|
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.82K+ 0.55% |
$55.5K - $55.9K
|
334K
$9.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
1.75K+ 0.87% |
$53.2K - $53.6K
|
203K
$5.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.74K+ 1.3% |
$53.1K - $53.4K
|
136K
$3.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.7K+ 13.19% |
$51.8K - $52.1K
|
14.6K
$425K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 6.34% |
$48.7K - $49.1K
|
26.9K
$782K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.54K+ 7.13% |
$46.9K - $47.2K
|
23.2K
$674K
|
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.54KNew |
$46.8K - $47.2K
|
1.54K
$44.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.5K+ 1.25% |
$45.6K - $46K
|
121K
$3.53M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.41K+ 0.76% |
$42.9K - $43.2K
|
186K
$5.41M
|
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.41KNew |
$42.7K - $43K
|
1.41K
$40.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.37K+ 250.37% |
$41.6K - $41.9K
|
1.91K
$55.6K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.29KNew |
$39.2K - $39.5K
|
1.29K
$37.5K
|