Purchases and Sales Made in Q4 2021 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

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
Jan 25, 2022 Q4 2021
First Command Advisory Services, Inc.

SELL
 -
-166
Closed
$5.05K - $5.09K
0 $0
Jan 12, 2022 Q4 2021
Heartwood Wealth Advisors LLC

SELL
 -
-178
- 2.16%
$5.41K - $5.45K
8.05K $233K
Feb 14, 2022 Q4 2021
First Manhattan CO

New York, NY
SELL
 -
-186
Closed
$5.66K - $5.7K
0 $0
Feb 01, 2022 Q4 2021
Fifth Third Bancorp

SELL
 -
-215
Closed
$6.54K - $6.59K
0 $0
Feb 14, 2022 Q4 2021
Cranbrook Wealth Management, LLC

SELL
 -
-229
- 16.36%
$6.97K - $7.02K
1.17K $34K
Mar 08, 2022 Q4 2021
Bartlett & Co. LLC

SELL
 -
-325
Closed
$9.89K - $9.96K
0 $0
Feb 15, 2022 Q4 2021
Titus Wealth Management

Larskpur, CA
SELL
 -
-352
- 3.72%
$10.7K - $10.8K
9.1K $264K
Feb 02, 2022 Q4 2021
Sage Mountain Advisors LLC

SELL
 -
-373
Closed
$11.3K - $11.4K
0 $0
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-376
- 4.07%
$11.4K - $11.5K
8.87K $257K
Feb 01, 2022 Q4 2021
True Link Financial Advisors, LLC

SELL
 -
-400
- 0.76%
$12.2K - $12.3K
52.1K $1.51M
Jan 19, 2022 Q4 2021
Juncture Wealth Strategies, LLC

SELL
 -
-419
- 3.93%
$12.7K - $12.8K
10.2K $297K
Feb 07, 2022 Q4 2021
Beaumont Financial Partners, LLC

SELL
 -
-419
- 4.33%
$12.7K - $12.8K
9.25K $268K
Jan 31, 2022 Q4 2021
Focused Wealth Management, Inc

SELL
 -
-438
- 9.23%
$13.3K - $13.4K
4.31K $125K
Mar 09, 2022 Q4 2021
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-500
- 2.39%
$15.2K - $15.3K
20.5K $593K
Jan 28, 2022 Q4 2021
Wbi Investments, Inc.

SELL
 -
-572
- 1.37%
$17.4K - $17.5K
41.2K $1.2M
Feb 23, 2022 Q4 2021
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-598
- 8.32%
$18.2K - $18.3K
6.59K $191K
Feb 22, 2022 Q4 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-610
Closed
$18.6K - $18.7K
0 $0
Feb 09, 2022 Q4 2021
First National Bank Of Hutchinson

SELL
 -
-650
- 5.18%
$19.8K - $19.9K
11.9K $345K
Feb 14, 2022 Q4 2021
Fiduciary Trust CO

Boston, MA
SELL
 -
-655
- 3.85%
$19.9K - $20.1K
16.3K $474K
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-673
- 3.27%
$20.5K - $20.6K
19.9K $578K
Feb 11, 2022 Q4 2021
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-773
- 1.81%
$23.5K - $23.7K
42K $1.22M
Feb 14, 2022 Q4 2021
Jacobi Capital Management LLC

SELL
 -
-773
Closed
$23.5K - $23.7K
0 $0
Feb 03, 2022 Q4 2021
Brighton Jones LLC

SELL
 -
-987
- 4.71%
$30K - $30.2K
20K $579K
Feb 03, 2022 Q4 2021
Spectrum Management Group, LLC

SELL
 -
-1.06K
- 19.47%
$32.2K - $32.4K
4.38K $127K
Feb 10, 2022 Q4 2021
Probity Advisors, Inc.

Dallas, TX
SELL
 -
-1.13K
- 7.59%
$34.3K - $34.5K
13.7K $398K
Feb 10, 2022 Q4 2021
Bailard, Inc.

SELL
 -
-1.15K
- 14.85%
$35K - $35.2K
6.6K $191K
Feb 08, 2022 Q4 2021
Main Street Financial Solutions, LLC

SELL
 -
-1.2K
- 7.37%
$36.5K - $36.8K
15.1K $438K
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

SELL
 -
-1.43K
- 14.0%
$43.4K - $43.7K
8.76K $254K
Jan 14, 2022 Q4 2021
Spire Wealth Management

SELL
 -
-1.43K
- 3.02%
$43.5K - $43.8K
45.9K $1.33M
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-1.47K
- 4.72%
$44.6K - $44.9K
29.6K $859K
Feb 14, 2022 Q4 2021
Integrated Advisors Network LLC

Palos Verdes Estates, CA
SELL
 -
-1.5K
- 9.2%
$45.6K - $46K
14.8K $429K
Feb 09, 2022 Q4 2021
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
SELL
 -
-1.5K
- 28.24%
$45.7K - $46K
3.82K $111K
Feb 02, 2022 Q4 2021
Tempus Wealth Planning, LLC

SELL
 -
-1.66K
- 0.72%
$50.4K - $50.7K
227K $6.58M
Feb 11, 2022 Q4 2021
Gerber Kawasaki Wealth & Investment Management

SELL
 -
-1.86K
- 8.0%
$56.7K - $57.1K
21.4K $622K
Feb 03, 2022 Q4 2021
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-1.95K
- 2.46%
$59.4K - $59.8K
77.6K $2.25M
Feb 14, 2022 Q4 2021
Stifel Financial Corp

St. Louis, MO
SELL
 -
-2.03K
- 6.62%
$61.8K - $62.3K
28.7K $832K
Feb 08, 2022 Q4 2021
Brinker Capital Investments, LLC

SELL
 -
-2.14K
- 3.45%
$65.2K - $65.7K
59.9K $1.74M
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-2.19K
- 2.63%
$66.7K - $67.2K
81.2K $2.35M
Jan 27, 2022 Q4 2021
Manning & Napier Group, LLC

SELL
 -
-2.48K
- 1.04%
$75.5K - $76K
237K $6.86M
Apr 08, 2022 Q4 2021
Park Avenue Securities LLC

SELL
 -
-2.58K
- 0.65%
$78.5K - $79.1K
393K $11.4M
Jan 20, 2022 Q4 2021
Destiny Wealth Partners, LLC

SELL
 -
-2.67K
- 78.8%
$81.3K - $81.9K
719 $20.9K
Feb 09, 2022 Q4 2021
Evoke Wealth, LLC

SELL
 -
-3.12K
Closed
$94.8K - $95.5K
0 $0
Feb 01, 2022 Q4 2021
Hedeker Wealth, LLC

SELL
 -
-3.44K
- 2.7%
$105K - $105K
124K $3.6M
Feb 02, 2022 Q4 2021
Pinnacle Associates LTD

SELL
 -
-3.5K
- 20.63%
$106K - $107K
13.5K $391K
Jan 20, 2022 Q4 2021
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-3.5K
- 20.63%
$106K - $107K
13.5K $391K
Feb 10, 2022 Q4 2021
Citigroup Inc

SELL
 -
-3.65K
- 27.66%
$111K - $112K
9.55K $277K
Mar 17, 2022 Q4 2021
Optimum Investment Advisors

SELL
 -
-4K
- 24.1%
$122K - $123K
12.6K $365K
Mar 28, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-4.01K
- 26.51%
$122K - $123K
11.1K $322K
Feb 14, 2022 Q4 2021
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-4.09K
- 69.52%
$124K - $125K
1.79K $52K

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