Purchases and Sales Made in Q4 2023 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2023. 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 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.48MNew |
$99.5M - $101M
|
3.48M
$101M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.48MNew |
$99.5M - $101M
|
3.48M
$101M
|
|
|
Feb 20, 2024
Q4 2023
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
3.18MNew |
$90.9M - $92.4M
|
3.18M
$92.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.9M+ 7.04% |
$82.9M - $84.2M
|
44.1M
$1.28B
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.56M+ 70.47% |
$73.1M - $74.3M
|
6.19M
$180M
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.56MNew |
$44.5M - $45.2M
|
1.56M
$45.2M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
987K+ 10.39% |
$28.2M - $28.7M
|
10.5M
$304M
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
958KNew |
$27.4M - $27.8M
|
958K
$27.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
816K+ 72.9% |
$23.3M - $23.7M
|
1.93M
$56.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
720KNew |
$20.6M - $20.9M
|
720K
$20.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
678K+ 513.95% |
$19.4M - $19.7M
|
810K
$23.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
640KNew |
$18.3M - $18.6M
|
640K
$18.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
589K+ 51.79% |
$16.8M - $17.1M
|
1.73M
$50.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
579KNew |
$16.6M - $16.8M
|
579K
$16.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
427K+ 16.05% |
$12.2M - $12.4M
|
3.09M
$89.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
423KNew |
$12.1M - $12.3M
|
423K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
372K+ 1445.32% |
$10.6M - $10.8M
|
398K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
337K+ 318.75% |
$9.65M - $9.8M
|
443K
$12.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
328KNew |
$9.37M - $9.53M
|
328K
$9.52M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
197KNew |
$5.63M - $5.72M
|
197K
$5.72M
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
186K+ 20008.08% |
$5.31M - $5.4M
|
187K
$5.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
169K+ 77.6% |
$4.84M - $4.92M
|
387K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
121KNew |
$3.46M - $3.52M
|
121K
$3.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
113K+ 13.48% |
$3.23M - $3.29M
|
952K
$27.6M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
113KNew |
$3.23M - $3.28M
|
113K
$3.28M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
112K+ 21.94% |
$3.21M - $3.26M
|
623K
$18.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
103K+ 17.76% |
$2.95M - $3M
|
684K
$19.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
91.3KNew |
$2.61M - $2.65M
|
91.3K
$2.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
88K+ 7410.28% |
$2.51M - $2.56M
|
89.1K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
85.8K+ 29.34% |
$2.45M - $2.49M
|
378K
$11M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
85.8K+ 29.34% |
$2.45M - $2.49M
|
378K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
82.6KNew |
$2.36M - $2.4M
|
82.6K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
82.6K+ 292.71% |
$2.36M - $2.4M
|
111K
$3.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
78.1K+ 207.85% |
$2.23M - $2.27M
|
116K
$3.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76.1KNew |
$2.18M - $2.21M
|
76.1K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
75.7KNew |
$2.16M - $2.2M
|
75.7K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
72.8K+ 39.99% |
$2.08M - $2.11M
|
255K
$7.4M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
72.7KNew |
$2.08M - $2.11M
|
72.7K
$2.11M
|
|
|
Jan 04, 2024
Q4 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
62.9K+ 37.46% |
$1.8M - $1.83M
|
231K
$6.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
56.8K+ 85.38% |
$1.62M - $1.65M
|
123K
$3.58M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
50.5K+ 511.53% |
$1.44M - $1.47M
|
60.3K
$1.75M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
49.4KNew |
$1.41M - $1.44M
|
49.4K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
49.2K+ 17.22% |
$1.41M - $1.43M
|
335K
$9.73M
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
49.1KNew |
$1.4M - $1.43M
|
49.1K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
48.7K+ 93.98% |
$1.39M - $1.42M
|
101K
$2.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
48.6KNew |
$1.39M - $1.41M
|
48.6K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
46.4KNew |
$1.33M - $1.35M
|
46.4K
$1.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
45.8K+ 4.8% |
$1.31M - $1.33M
|
1M
$29M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
42.2K+ 15.61% |
$1.21M - $1.23M
|
312K
$9.07M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
41.6KNew |
$1.19M - $1.21M
|
41.6K
$1.21M
|