Purchases and Sales Made in Q4 2022 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2022. 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 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.71M+ 127.71% |
$77.8M - $78.8M
|
4.83M
$140M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.66M+ 41.09% |
$76.4M - $77.4M
|
9.15M
$266M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
2.34M+ 58621.5% |
$67.3M - $68.2M
|
2.35M
$68.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.7M+ 157.48% |
$48.9M - $49.5M
|
2.78M
$80.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.67M+ 30.02% |
$48M - $48.6M
|
7.25M
$210M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.52M+ 90.95% |
$43.8M - $44.3M
|
3.2M
$92.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.24M+ 86.39% |
$35.5M - $36M
|
2.67M
$77.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
920K+ 36975.67% |
$26.4M - $26.7M
|
922K
$26.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
866K+ 35.95% |
$24.9M - $25.2M
|
3.27M
$95.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
865K+ 2438.08% |
$24.8M - $25.1M
|
900K
$26.1M
|
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
827KNew |
$23.7M - $24M
|
827K
$24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
809K+ 1838.21% |
$23.2M - $23.5M
|
853K
$24.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
759KNew |
$21.8M - $22.1M
|
759K
$22M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
735K+ 68.61% |
$21.1M - $21.4M
|
1.81M
$52.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
732K+ 352.15% |
$21M - $21.3M
|
940K
$27.3M
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
714K+ 9.88% |
$20.5M - $20.8M
|
7.94M
$231M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
705K+ 31.8% |
$20.2M - $20.5M
|
2.92M
$84.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
515KNew |
$14.8M - $15M
|
515K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
499KNew |
$14.3M - $14.5M
|
499K
$14.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
484KNew |
$13.9M - $14.1M
|
484K
$14.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
422KNew |
$12.1M - $12.3M
|
422K
$12.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
412K+ 31.65% |
$11.8M - $12M
|
1.71M
$49.7M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
303K+ 223.3% |
$8.69M - $8.8M
|
439K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
295KNew |
$8.46M - $8.57M
|
295K
$8.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
294K+ 21.38% |
$8.43M - $8.54M
|
1.67M
$48.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
261K+ 163.07% |
$7.49M - $7.58M
|
421K
$12.2M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
261K+ 163.07% |
$7.49M - $7.58M
|
421K
$12.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
255KNew |
$7.33M - $7.42M
|
255K
$7.41M
|
|
|
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
238KNew |
$6.83M - $6.92M
|
238K
$6.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
237K+ 1514.84% |
$6.79M - $6.88M
|
252K
$7.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
220KNew |
$6.31M - $6.4M
|
220K
$6.39M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
187KNew |
$5.37M - $5.44M
|
187K
$5.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
183K+ 49.84% |
$5.26M - $5.33M
|
551K
$16M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
179K+ 2255.92% |
$5.12M - $5.19M
|
186K
$5.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Meridian Financial Partners LLC
|
BUY
|
- |
161KNew |
$4.62M - $4.68M
|
161K
$4.67M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
155K+ 124.71% |
$4.44M - $4.49M
|
279K
$8.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
141K+ 71.47% |
$4.06M - $4.11M
|
339K
$9.85M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
130K+ 371.85% |
$3.72M - $3.77M
|
164K
$4.77M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
126KNew |
$3.61M - $3.66M
|
126K
$3.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
125KNew |
$3.58M - $3.62M
|
125K
$3.62M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
118KNew |
$3.38M - $3.42M
|
118K
$3.42M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
BUY
|
- |
115K+ 53.14% |
$3.31M - $3.36M
|
333K
$9.66M
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
108K+ 569.04% |
$3.1M - $3.14M
|
127K
$3.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
101KNew |
$2.89M - $2.92M
|
101K
$2.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
94.2KNew |
$2.7M - $2.74M
|
94.2K
$2.73M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
93.6KNew |
$2.69M - $2.72M
|
93.6K
$2.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
82.5K+ 1788.99% |
$2.37M - $2.4M
|
87.1K
$2.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
82.5KNew |
$2.37M - $2.4M
|
82.5K
$2.39M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
75.9K+ 17.5% |
$2.18M - $2.21M
|
510K
$14.8M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
74.8KNew |
$2.15M - $2.17M
|
74.8K
$2.17M
|