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
Jan 26, 2023 Q4 2022
Destiny Wealth Partners, LLC

BUY
 -
319
+ 44.37%
$9.16K - $9.27K
1.04K $30.1K
Jan 11, 2023 Q4 2022
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
298
New
$8.55K - $8.66K
298 $8.65K
Feb 08, 2023 Q4 2022
Washington Trust CO

BUY
 -
295
New
$8.47K - $8.58K
295 $8.57K
Feb 09, 2023 Q4 2022
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
273
+ 1.44%
$7.84K - $7.94K
19.3K $560K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
250
+ 3.23%
$7.18K - $7.27K
8K $232K
Feb 07, 2023 Q4 2022
Northwest Wealth Management, LLC

BUY
 -
195
+ 1.89%
$5.6K - $5.67K
10.5K $305K
Feb 02, 2023 Q4 2022
Farmers & Merchants Investments Inc

BUY
 -
140
New
$4.02K - $4.07K
140 $4.07K
Feb 02, 2023 Q4 2022
Simplex Trading, LLC

BUY
 -
100
+ 100.0%
$2.87K - $2.91K
200 $5.81K
Feb 09, 2023 Q4 2022
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
74
New
$2.12K - $2.15K
74 $2.15K
Aug 07, 2024 Q4 2022
Abound Wealth Management

Franklin, TN
BUY
 -
66
New
$1.89K - $1.92K
66 $1.92K
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
47
+ 28.66%
$1.35K - $1.37K
211 $6.13K
Jan 26, 2023 Q4 2022
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
45
+ 0.26%
$1.29K - $1.31K
17.2K $499K
Jan 18, 2023 Q4 2022
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
42
New
$1.21K - $1.22K
42 $1.22K
Jan 31, 2023 Q4 2022
Tower Wealth Partners, Inc.

Lewisburg, PA
BUY
 -
41
+ 0.2%
$1.18K - $1.19K
20.3K $589K
Feb 14, 2023 Q4 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
35
+ 0.28%
$1K - $1.02K
12.6K $366K
Feb 07, 2023 Q4 2022
Crewe Advisors LLC

BUY
 -
13
New
$373 - $378
13 $378
Feb 15, 2023 Q4 2022
Retirement Group, LLC

BUY
 -
2
+ 0.41%
$57.4 - $58.1
492 $14.3K
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1
New
$28.7 - $29.1
1 $29
Jan 20, 2023 Q4 2022
Falcon Wealth Planning

SELL
 -
-12
- 0.17%
$344 - $349
7.17K $208K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

SELL
 -
-14
- 0.53%
$402 - $407
2.61K $75.9K
Aug 16, 2024 Q4 2022
Td Private Client Wealth LLC

New York, NY
SELL
 -
-28
- 1.97%
$804 - $814
1.39K $40.4K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

SELL
 -
-30
- 24.59%
$861 - $872
92 $2.67K
Feb 14, 2023 Q4 2022
Outlook Wealth Advisors, LLC

SELL
 -
-38
- 0.42%
$1.09K - $1.1K
9.11K $264K
Feb 07, 2023 Q4 2022
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-40
- 1.79%
$1.15K - $1.16K
2.2K $63.8K
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-42
- 0.33%
$1.21K - $1.22K
12.7K $369K
Feb 13, 2023 Q4 2022
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-60
- 50.0%
$1.72K - $1.74K
60 $1.74K
Feb 01, 2023 Q4 2022
My Wealth Management Inc.

SELL
 -
-66
- 0.09%
$1.89K - $1.92K
70.4K $2.05M
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-66
- 0.63%
$1.89K - $1.92K
10.5K $304K
Feb 03, 2023 Q4 2022
Peterson Financial Group, Inc.

SELL
 -
-133
- 1.08%
$3.82K - $3.87K
12.1K $353K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-161
- 38.15%
$4.62K - $4.68K
261 $7.58K
Jan 09, 2023 Q4 2022
Pinnacle Wealth Management Group, Inc.

SELL
 -
-170
- 0.84%
$4.88K - $4.94K
20.1K $583K
Feb 01, 2023 Q4 2022
Amj Financial Wealth Management

Leesburg, VA
SELL
 -
-178
- 0.93%
$5.11K - $5.17K
19K $553K
Feb 03, 2023 Q4 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
SELL
 -
-228
- 0.13%
$6.54K - $6.63K
176K $5.12M
Feb 13, 2023 Q4 2022
Fullen Financial Group

SELL
 -
-294
- 0.27%
$8.44K - $8.55K
109K $3.17M
Feb 14, 2023 Q4 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-300
- 1.74%
$8.61K - $8.72K
16.9K $491K
Mar 23, 2023 Q4 2022
Prostatis Group LLC

Hanover, MD
SELL
 -
-304
- 1.76%
$8.72K - $8.84K
17K $493K
Feb 13, 2023 Q4 2022
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-317
- 0.68%
$9.1K - $9.22K
46.5K $1.35M
Feb 13, 2023 Q4 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-346
- 3.73%
$9.93K - $10.1K
8.94K $260K
Jan 30, 2023 Q4 2022
Prairie View Partners, LLC

SELL
 -
-346
- 4.4%
$9.93K - $10.1K
7.51K $218K
Jan 20, 2023 Q4 2022
Golden Green, Inc.

SELL
 -
-356
- 2.84%
$10.2K - $10.3K
12.2K $354K
Feb 15, 2023 Q4 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-500
- 2.61%
$14.4K - $14.5K
18.7K $542K
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
SELL
 -
-599
- 1.31%
$17.2K - $17.4K
45.2K $1.31M
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

SELL
 -
-620
- 39.74%
$17.8K - $18K
940 $27.3K
Feb 14, 2023 Q4 2022
Treynor Bancshares, Inc.

SELL
 -
-628
- 2.44%
$18K - $18.3K
25.1K $729K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-760
- 6.65%
$21.8K - $22.1K
10.7K $310K
Feb 14, 2023 Q4 2022
Epg Wealth Management LLC

Atlanta, GA
SELL
 -
-993
- 48.99%
$28.5K - $28.9K
1.03K $30K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

SELL
 -
-1.44K
- 1.36%
$41.2K - $41.8K
104K $3.03M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.79K
- 17.38%
$51.5K - $52.2K
8.53K $248K
Feb 14, 2023 Q4 2022
First Trust Capital Management L.P.

Chicago, IL
SELL
 -
-1.91K
- 13.61%
$54.8K - $55.5K
12.1K $352K

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