Purchases and Sales Made in Q4 2022 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 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 09, 2023 Q4 2022
Mirae Asset Global Investments Co., Ltd.

BUY
 -
73K
+ 22.12%
$2.1M - $2.12M
403K $11.7M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
71.2K
New
$2.04M - $2.07M
71.2K $2.07M
Feb 03, 2023 Q4 2022
Pinnacle Financial Partners Inc

BUY
 -
71.2K
New
$2.04M - $2.07M
71.2K $2.07M
Jan 25, 2023 Q4 2022
Bluesphere Advisors, LLC

East Norriton, PA
BUY
 -
69.2K
New
$1.99M - $2.01M
69.2K $2.01M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
67.2K
+ 59.45%
$1.93M - $1.95M
180K $5.23M
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
63.9K
+ 29.99%
$1.84M - $1.86M
277K $8.05M
Feb 08, 2023 Q4 2022
Gerber Kawasaki Wealth & Investment Management

BUY
 -
60.2K
+ 61.03%
$1.73M - $1.75M
159K $4.61M
Feb 02, 2023 Q4 2022
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
59.9K
New
$1.72M - $1.74M
59.9K $1.74M
Feb 15, 2023 Q4 2022
Cape Cod Five Cents Savings Bank

Orleans, MA
BUY
 -
56.1K
+ 4.62%
$1.61M - $1.63M
1.27M $36.9M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
51.9K
New
$1.49M - $1.51M
51.9K $1.51M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
39.8K
+ 88.2%
$1.14M - $1.16M
84.8K $2.46M
Jan 11, 2023 Q4 2022
Telemus Capital, LLC

BUY
 -
38.6K
+ 4.31%
$1.11M - $1.12M
934K $27.1M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
36.5K
New
$1.05M - $1.06M
36.5K $1.06M
Jan 31, 2023 Q4 2022
Money Design Co.,Ltd.

BUY
 -
36K
New
$1.03M - $1.05M
36K $1.05M
Feb 17, 2023 Q4 2022
Selway Asset Management

Boise, ID
BUY
 -
35K
+ 31.82%
$1M - $1.02M
145K $4.21M
Feb 08, 2023 Q4 2022
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
33.3K
New
$955K - $968K
33.3K $967K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
31.9K
+ 19.6%
$915K - $926K
195K $5.65M
Jan 26, 2023 Q4 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
30.3K
New
$870K - $881K
30.3K $880K
Feb 03, 2023 Q4 2022
Aveo Capital Partners, LLC

BUY
 -
28.6K
New
$820K - $831K
28.6K $830K
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
25.3K
+ 188.18%
$725K - $734K
38.7K $1.12M
Feb 13, 2023 Q4 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
24.8K
New
$710K - $720K
24.8K $719K
Feb 13, 2023 Q4 2022
1620 Investment Advisors, Inc.

Plymouth, MA
BUY
 -
24.6K
+ 199.86%
$706K - $715K
36.9K $1.07M
Feb 06, 2023 Q4 2022
Wrapmanager Inc

BUY
 -
23.8K
+ 45.36%
$682K - $691K
76.2K $2.21M
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
22.7K
+ 123.08%
$652K - $661K
41.2K $1.2M
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
20K
New
$574K - $582K
20K $581K
Feb 02, 2023 Q4 2022
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
19.8K
New
$568K - $576K
19.8K $575K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
18.5K
+ 16.03%
$530K - $537K
134K $3.89M
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
BUY
 -
18K
New
$516K - $523K
18K $522K
Feb 14, 2023 Q4 2022
Ica Group Wealth Management, LLC

Denver, CO
BUY
 -
17.6K
New
$506K - $513K
17.6K $512K
Feb 14, 2023 Q4 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
16.6K
+ 197.88%
$477K - $483K
25K $727K
Feb 03, 2023 Q4 2022
Larson Financial Group LLC

BUY
 -
16.3K
+ 147.0%
$467K - $473K
27.3K $794K
Jan 10, 2023 Q4 2022
Boston Standard Wealth Management, LLC

BUY
 -
15.9K
+ 3.16%
$458K - $463K
521K $15.1M
Feb 13, 2023 Q4 2022
Rinkey Investments

San Diego, CA
BUY
 -
15.6K
+ 17.81%
$448K - $454K
103K $3M
Feb 06, 2023 Q4 2022
Vertex Planning Partners, LLC

Downers Grove, IL
BUY
 -
15.5K
New
$446K - $452K
15.5K $451K
Feb 07, 2023 Q4 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
15.4K
+ 5.41%
$441K - $446K
299K $8.68M
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
15.1K
New
$433K - $439K
15.1K $438K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
15K
New
$430K - $435K
15K $435K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
13.5K
+ 16.8%
$389K - $394K
94.2K $2.73M
Oct 23, 2024 Q4 2022
Convergence Financial, LLC

Columbia, MO
BUY
 -
13.5K
New
$388K - $393K
13.5K $393K
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
12.6K
New
$362K - $367K
12.6K $366K
Jan 27, 2023 Q4 2022
Pfg Advisors

BUY
 -
11.5K
New
$330K - $334K
11.5K $334K
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

BUY
 -
11.3K
+ 128.41%
$324K - $328K
20.1K $584K
Feb 15, 2023 Q4 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
10.9K
+ 137.44%
$314K - $318K
18.9K $548K
Feb 14, 2023 Q4 2022
Old Mission Capital LLC

BUY
 -
10.4K
New
$300K - $304K
10.4K $303K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
10.3K
+ 43.56%
$295K - $299K
33.9K $984K
Feb 10, 2023 Q4 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
10K
New
$288K - $292K
10K $292K
Feb 14, 2023 Q4 2022
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
9.87K
New
$283K - $287K
9.87K $287K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
9.83K
+ 41.81%
$282K - $286K
33.3K $968K
Feb 13, 2023 Q4 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
9.46K
New
$271K - $275K
9.46K $275K

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