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 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.98K- 0.84% |
$56.7K - $57.5K
|
233K
$6.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.03K- 7.97% |
$58.1K - $58.9K
|
23.4K
$680K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.04K- 59.91% |
$58.4K - $59.2K
|
1.36K
$39.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.19K- 93.18% |
$62.7K - $63.5K
|
160
$4.65K
|
|
|
Feb 01, 2023
Q4 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-2.32K- 1.41% |
$66.6K - $67.4K
|
163K
$4.72M
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.64K- 26.29% |
$75.6K - $76.6K
|
7.39K
$214K
|
|
|
Feb 08, 2023
Q4 2022
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2.78K- 18.56% |
$79.8K - $80.9K
|
12.2K
$355K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.81K- 11.46% |
$80.8K - $81.8K
|
21.7K
$631K
|
|
|
Jan 27, 2023
Q4 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-2.82K- 10.29% |
$80.8K - $81.9K
|
24.5K
$713K
|
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.88K- 13.56% |
$82.6K - $83.6K
|
18.3K
$532K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3.09K- 1.59% |
$88.8K - $89.9K
|
192K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.43K- 19.24% |
$98.6K - $99.8K
|
14.4K
$419K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.45K- 8.82% |
$99K - $100K
|
35.6K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-3.66K- 8.37% |
$105K - $107K
|
40.1K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.76K- 70.1% |
$108K - $109K
|
1.61K
$46.6K
|
|
|
Jan 23, 2023
Q4 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-3.96K- 23.75% |
$114K - $115K
|
12.7K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.24K- 30.43% |
$122K - $123K
|
9.68K
$281K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-4.78K- 30.79% |
$137K - $139K
|
10.7K
$312K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-4.92K- 38.81% |
$141K - $143K
|
7.76K
$225K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.46K- 9.53% |
$157K - $159K
|
51.8K
$1.51M
|
|
|
Jan 25, 2023
Q4 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-6.12K- 2.45% |
$176K - $178K
|
244K
$7.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.29K- 15.48% |
$180K - $183K
|
34.3K
$997K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.58K- 18.2% |
$189K - $191K
|
29.6K
$859K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.09K- 4.01% |
$203K - $206K
|
170K
$4.92M
|
|
|
Jan 10, 2023
Q4 2022
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-8.21K- 10.74% |
$236K - $239K
|
68.3K
$1.98M
|
|
|
Jan 19, 2023
Q4 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.25K- 32.71% |
$237K - $240K
|
17K
$493K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-8.4K- 7.92% |
$241K - $244K
|
97.8K
$2.84M
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-8.81K- 8.96% |
$253K - $256K
|
89.5K
$2.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.85K- 33.62% |
$254K - $257K
|
17.5K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.95K- 27.09% |
$286K - $289K
|
26.8K
$778K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-10.7K- 39.0% |
$307K - $311K
|
16.7K
$485K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-11.8K- 34.21% |
$338K - $342K
|
22.7K
$658K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-12.6K- 6.35% |
$362K - $367K
|
186K
$5.41M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-13.2K- 46.85% |
$379K - $383K
|
15K
$435K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-14K- 9.96% |
$403K - $408K
|
127K
$3.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14.4K- 30.45% |
$414K - $419K
|
32.9K
$956K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-16.2K- 42.59% |
$464K - $470K
|
21.8K
$632K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.3K- 10.5% |
$469K - $475K
|
139K
$4.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-17.4K- 5.23% |
$500K - $507K
|
316K
$9.17M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-17.6K- 23.24% |
$505K - $511K
|
58.1K
$1.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-18.3K- 39.89% |
$524K - $531K
|
27.5K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-18.9K- 27.23% |
$544K - $551K
|
50.6K
$1.47M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-19.1K- 32.78% |
$547K - $554K
|
39.1K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-19.4K- 5.9% |
$557K - $564K
|
309K
$8.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.8K- 10.2% |
$569K - $576K
|
175K
$5.07M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-20.1K- 37.29% |
$576K - $583K
|
33.7K
$980K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-20.5K- 7.63% |
$589K - $596K
|
248K
$7.21M
|
|
|
Feb 03, 2023
Q4 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-21.5K- 1.84% |
$617K - $625K
|
1.14M
$33.2M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-25.9K- 35.4% |
$744K - $754K
|
47.3K
$1.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-27.1K- 47.52% |
$777K - $787K
|
29.9K
$868K
|