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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-30K- 5.88% |
$862K - $873K
|
481K
$14M
|
|
|
Feb 13, 2023
Q4 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-35.7K- 57.1% |
$1.02M - $1.04M
|
26.8K
$778K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-35.7K- 63.93% |
$1.02M - $1.04M
|
20.1K
$585K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-36K- 22.47% |
$1.03M - $1.05M
|
124K
$3.61M
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-37.3K- 23.79% |
$1.07M - $1.09M
|
120K
$3.47M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-41.6K- 13.4% |
$1.19M - $1.21M
|
269K
$7.81M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.9K- 69.52% |
$1.32M - $1.34M
|
20.1K
$585K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-47.1K- 76.48% |
$1.35M - $1.37M
|
14.5K
$421K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-47.9K- 42.7% |
$1.38M - $1.39M
|
64.3K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-51.8K- 56.45% |
$1.49M - $1.51M
|
39.9K
$1.16M
|
|
|
Feb 10, 2023
Q4 2022
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-52.5K- 0.5% |
$1.51M - $1.53M
|
10.5M
$305M
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-55.5K- 10.3% |
$1.59M - $1.61M
|
484K
$14M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-57.7K- 35.37% |
$1.66M - $1.68M
|
105K
$3.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-76.1K- 2.0% |
$2.18M - $2.21M
|
3.72M
$108M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-76.4K- 22.0% |
$2.19M - $2.22M
|
271K
$7.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-76.7K- 66.48% |
$2.2M - $2.23M
|
38.7K
$1.12M
|
|
|
Feb 07, 2023
Q4 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-81.6K- 33.37% |
$2.34M - $2.37M
|
163K
$4.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-98.6K- 3.59% |
$2.83M - $2.87M
|
2.65M
$76.9M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-104K- 46.09% |
$2.98M - $3.02M
|
122K
$3.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-119K- 35.97% |
$3.42M - $3.46M
|
212K
$6.15M
|
|
|
Aug 02, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
SELL
|
- |
-120K- 76.97% |
$3.46M - $3.5M
|
36K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-125K- 32.16% |
$3.59M - $3.64M
|
264K
$7.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-126K- 58.68% |
$3.63M - $3.67M
|
89K
$2.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-139K- 93.6% |
$4M - $4.05M
|
9.52K
$276K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-145K- 13.31% |
$4.16M - $4.21M
|
943K
$27.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-170K- 9.24% |
$4.87M - $4.93M
|
1.67M
$48.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-184K- 96.85% |
$5.29M - $5.36M
|
6K
$174K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-204K- 9.19% |
$5.86M - $5.94M
|
2.02M
$58.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-206K- 22.76% |
$5.92M - $6M
|
700K
$20.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-236K- 92.56% |
$6.76M - $6.85M
|
18.9K
$550K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-237K- 44.4% |
$6.8M - $6.89M
|
297K
$8.61M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-249K- 81.74% |
$7.15M - $7.24M
|
55.7K
$1.62M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-310K- 99.6% |
$8.89M - $9M
|
1.23K
$35.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-341K- 10.91% |
$9.8M - $9.93M
|
2.79M
$81M
|
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-348K- 74.29% |
$9.98M - $10.1M
|
120K
$3.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-540K- 23.06% |
$15.5M - $15.7M
|
1.8M
$52.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-838K- 97.02% |
$24.1M - $24.4M
|
25.7K
$748K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.73M- 96.51% |
$49.7M - $50.3M
|
62.5K
$1.82M
|