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 26, 2022 Q4 2021
Strategic Asset Management, LLC

SELL
 -
-4.11K
- 54.34%
$125K - $126K
3.46K $100K
Feb 07, 2022 Q4 2021
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-4.92K
- 7.71%
$150K - $151K
58.9K $1.71M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-4.93K
Closed
$150K - $151K
0 $0
Feb 15, 2022 Q4 2021
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-5.26K
- 16.35%
$160K - $161K
26.9K $780K
Feb 14, 2022 Q4 2021
Bruderman Asset Management, LLC

Locust Valley, NY
SELL
 -
-6.06K
- 46.09%
$184K - $186K
7.09K $206K
Feb 14, 2022 Q4 2021
Wells Fargo & Company

San Francisco, CA
SELL
 -
-6.17K
- 4.34%
$188K - $189K
136K $3.94M
Feb 11, 2022 Q4 2021
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-6.17K
- 1.28%
$188K - $189K
476K $13.8M
Jan 14, 2022 Q4 2021
Tpg Financial Advisors, LLC

SELL
 -
-6.38K
- 1.01%
$194K - $196K
627K $18.2M
Mar 11, 2022 Q4 2021
Bokf, Na

Tulsa, OK
SELL
 -
-6.67K
Closed
$203K - $204K
0 $0
Jan 19, 2022 Q4 2021
Eagle Ridge Investment Management

SELL
 -
-6.68K
- 11.92%
$203K - $205K
49.3K $1.43M
Jan 28, 2022 Q4 2021
Moloney Securities Asset Management, LLC

SELL
 -
-7.37K
Closed
$224K - $226K
0 $0
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-7.54K
- 50.82%
$229K - $231K
7.3K $212K
Feb 14, 2022 Q4 2021
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-7.77K
Closed
$236K - $238K
0 $0
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-8.32K
Closed
$253K - $255K
0 $0
Jan 18, 2022 Q4 2021
Detalus Advisors, LLC

SELL
 -
-8.43K
- 8.35%
$256K - $258K
92.5K $2.68M
Feb 14, 2022 Q4 2021
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-8.86K
Closed
$269K - $271K
0 $0
Jan 14, 2022 Q4 2021
Beam Wealth Advisors, Inc.

SELL
 -
-8.87K
Closed
$270K - $272K
0 $0
Feb 04, 2022 Q4 2021
Karp Capital Management Corp

SELL
 -
-9.25K
Closed
$281K - $283K
0 $0
Feb 08, 2022 Q4 2021
Sentinel Pension Advisors Inc

Wakefield, MA
SELL
 -
-9.27K
- 18.09%
$282K - $284K
42K $1.22M
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
SELL
 -
-9.42K
- 12.88%
$287K - $289K
63.7K $1.85M
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-10.2K
- 16.8%
$310K - $312K
50.5K $1.46M
Jan 31, 2022 Q4 2021
Rda Financial Network

SELL
 -
-10.6K
Closed
$322K - $325K
0 $0
Feb 14, 2022 Q4 2021
Cassia Capital Partners, LLC

Winston Salem, NC
SELL
 -
-11.5K
Closed
$349K - $352K
0 $0
Feb 14, 2022 Q4 2021
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-11.5K
Closed
$350K - $352K
0 $0
Feb 15, 2022 Q4 2021
Lido Advisors, LLC

Los Angeles, CA
SELL
 -
-14K
- 16.25%
$425K - $428K
72K $2.09M
Feb 10, 2022 Q4 2021
Wisconsin Capital Management LLC

SELL
 -
-15K
- 23.35%
$456K - $460K
49.3K $1.43M
Feb 10, 2022 Q4 2021
Brendel Financial Advisors LLC

SELL
 -
-16.2K
- 28.1%
$493K - $496K
41.4K $1.2M
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-16.4K
Closed
$499K - $503K
0 $0
Feb 11, 2022 Q4 2021
Wealthpoint, LLC

SELL
 -
-17.3K
Closed
$526K - $530K
0 $0
Jan 13, 2022 Q4 2021
Centennial Wealth Advisory LLC

SELL
 -
-17.3K
- 14.74%
$526K - $530K
100K $2.9M
Feb 11, 2022 Q4 2021
Aveo Capital Partners, LLC

SELL
 -
-18.8K
Closed
$573K - $577K
0 $0
Mar 23, 2023 Q4 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-21.6K
- 24.55%
$657K - $662K
66.4K $1.93M
Jan 14, 2022 Q4 2021
Santori & Peters, Inc.

SELL
 -
-21.7K
- 59.19%
$661K - $666K
15K $434K
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-22.3K
Closed
$679K - $684K
0 $0
Feb 09, 2022 Q4 2021
Soltis Investment Advisors LLC

St. George, UT
SELL
 -
-24K
Closed
$729K - $735K
0 $0
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-24K
- 55.71%
$731K - $736K
19.1K $554K
Feb 03, 2022 Q4 2021
Fsb Premier Wealth Management, Inc.

SELL
 -
-24.7K
- 86.35%
$750K - $756K
3.9K $113K
Feb 02, 2022 Q4 2021
Clearview Wealth Advisors LLC

SELL
 -
-25.1K
- 37.48%
$765K - $770K
41.9K $1.22M
Jan 31, 2022 Q4 2021
Commonwealth Equity Services, LLC

SELL
 -
-29.1K
- 11.06%
$886K - $893K
234K $6.79M
Feb 09, 2022 Q4 2021
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-31K
- 32.89%
$942K - $949K
63.2K $1.83M
Feb 15, 2022 Q4 2021
Creative One Wealth, LLC

Overland Park, KS
SELL
 -
-31K
- 11.71%
$943K - $950K
234K $6.78M
Feb 10, 2022 Q4 2021
Good Life Advisors, LLC

SELL
 -
-36.7K
Closed
$1.12M - $1.12M
0 $0
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-47.3K
- 50.24%
$1.44M - $1.45M
46.9K $1.36M
Jan 18, 2022 Q4 2021
Private Wealth Group, LLC

SELL
 -
-51.5K
- 11.14%
$1.57M - $1.58M
411K $11.9M
Aug 13, 2024 Q4 2021
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-52.3K
- 55.56%
$1.59M - $1.6M
41.9K $1.21M
Feb 07, 2022 Q4 2021
Barber Financial Group, Inc.

SELL
 -
-67.9K
- 18.25%
$2.06M - $2.08M
304K $8.81M
Feb 14, 2022 Q4 2021
Royal Bank Of Canada

Toronto, A6
SELL
 -
-103K
- 11.52%
$3.13M - $3.15M
790K $22.9M
Feb 14, 2022 Q4 2021
Westover Capital Advisors, LLC

Wilmington, DE
SELL
 -
-123K
Closed
$3.73M - $3.76M
0 $0
Feb 08, 2022 Q4 2021
Bank Of America Corp

Charlotte, NC
SELL
 -
-123K
- 8.75%
$3.75M - $3.78M
1.29M $37.3M

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