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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
9.93KNew |
$284K - $289K
|
9.93K
$288K
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
9.34K+ 4.5% |
$267K - $272K
|
217K
$6.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.26KNew |
$265K - $269K
|
9.26K
$269K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.2K+ 18.53% |
$263K - $267K
|
58.8K
$1.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
9.18KNew |
$262K - $267K
|
9.18K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.9K+ 122.8% |
$255K - $259K
|
16.2K
$469K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
8.88KNew |
$254K - $258K
|
8.88K
$258K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
8.11KNew |
$232K - $236K
|
8.11K
$235K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
7.88K+ 38.89% |
$225K - $229K
|
28.2K
$818K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
7.81K+ 2.41% |
$223K - $227K
|
331K
$9.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Meridian Financial Partners LLC
|
BUY
|
- |
7.77K+ 3.26% |
$222K - $226K
|
246K
$7.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
7.35K+ 4.12% |
$210K - $214K
|
186K
$5.39M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.32KNew |
$209K - $213K
|
7.32K
$213K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
7.04KNew |
$201K - $205K
|
7.04K
$204K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
7.01KNew |
$200K - $204K
|
7.01K
$203K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.66K+ 63.18% |
$190K - $193K
|
17.2K
$499K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.59K+ 217.69% |
$160K - $162K
|
8.15K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.37K+ 9.48% |
$154K - $156K
|
62K
$1.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
5.09K+ 2.41% |
$146K - $148K
|
216K
$6.28M
|
|
|
Feb 09, 2024
Q4 2023
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.64K+ 7.65% |
$133K - $135K
|
65.3K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.57K+ 33.19% |
$131K - $133K
|
18.3K
$533K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
4.5K+ 9.07% |
$129K - $131K
|
54.1K
$1.57M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
4.4K+ 22.08% |
$126K - $128K
|
24.3K
$706K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.96K+ 16.95% |
$113K - $115K
|
27.3K
$792K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.7KNew |
$106K - $107K
|
3.7K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
3.6K+ 15.82% |
$103K - $105K
|
26.4K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
3.51K+ 401.6% |
$100K - $102K
|
4.38K
$127K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
3.45KNew |
$98.5K - $100K
|
3.45K
$100K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.17K+ 113.67% |
$90.6K - $92.1K
|
5.96K
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.14K+ 505.14% |
$89.8K - $91.3K
|
3.76K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
3.13K+ 32.4% |
$89.5K - $91K
|
12.8K
$372K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.97K+ 7.12% |
$85K - $86.4K
|
44.7K
$1.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
2.84KNew |
$81.1K - $82.4K
|
2.84K
$82.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
2.75K+ 9.07% |
$78.6K - $79.9K
|
33K
$960K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2.73K+ 82.55% |
$78K - $79.3K
|
6.04K
$175K
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
2.56K+ 0.83% |
$73.1K - $74.3K
|
312K
$9.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.25K+ 14.62% |
$64.4K - $65.5K
|
17.7K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.02KNew |
$57.8K - $58.8K
|
2.02K
$58.7K
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.85K+ 97.36% |
$52.8K - $53.7K
|
3.74K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1.85KNew |
$52.8K - $53.6K
|
1.85K
$53.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.82KNew |
$52.1K - $53K
|
1.82K
$52.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.8K+ 7.47% |
$51.6K - $52.4K
|
26K
$754K
|
|
|
Jan 30, 2024
Q4 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
1.75K+ 21.52% |
$50.1K - $50.9K
|
9.89K
$287K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.73KNew |
$49.3K - $50.2K
|
1.73K
$50.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
1.7K+ 12.33% |
$48.6K - $49.4K
|
15.5K
$449K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.46K+ 8.76% |
$41.6K - $42.3K
|
18.1K
$525K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.25KNew |
$35.7K - $36.3K
|
1.25K
$36.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.13K+ 1.02% |
$32.4K - $33K
|
112K
$3.26M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.06K+ 11.66% |
$30.4K - $30.9K
|
10.2K
$295K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.06KNew |
$30.2K - $30.7K
|
1.06K
$30.7K
|