Purchases and Sales Made in Q4 2023 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 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 30, 2024 Q4 2023
Oakworth Capital, Inc.

BUY
 -
790
New
$22.6K - $23K
790 $22.9K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

BUY
 -
642
+ 1.86%
$18.4K - $18.7K
35.2K $1.02M
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

BUY
 -
592
+ 0.36%
$16.9K - $17.2K
165K $4.8M
Feb 14, 2024 Q4 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
590
+ 3.49%
$16.9K - $17.1K
17.5K $509K
Feb 14, 2024 Q4 2023
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
544
New
$15.6K - $15.8K
544 $15.8K
Jan 08, 2024 Q4 2023
Kohmann Bosshard Financial Services, LLC

BUY
 -
491
+ 1.27%
$14K - $14.3K
39.2K $1.14M
Jan 31, 2024 Q4 2023
Annapolis Financial Services, LLC

BUY
 -
484
New
$13.8K - $14.1K
484 $14.1K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
448
New
$12.8K - $13K
448 $13K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
367
New
$10.5K - $10.7K
367 $10.7K
Jan 29, 2024 Q4 2023
Carnegie Capital Asset Management, LLC

BUY
 -
367
+ 3.68%
$10.5K - $10.7K
10.3K $300K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
310
+ 32.73%
$8.86K - $9.01K
1.26K $36.5K
Jan 23, 2024 Q4 2023
Tsfg, LLC

BUY
 -
279
+ 8.71%
$7.98K - $8.11K
3.48K $101K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
255
New
$7.29K - $7.41K
255 $7.41K
Feb 13, 2024 Q4 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
227
+ 2.03%
$6.49K - $6.6K
11.4K $332K
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
212
+ 1.65%
$6.06K - $6.16K
13.1K $380K
Jan 17, 2024 Q4 2023
Roberts Wealth Advisors, LLC

BUY
 -
140
+ 0.17%
$4K - $4.07K
81.1K $2.36M
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
123
New
$3.52K - $3.57K
123 $3.57K
Jan 02, 2024 Q4 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
108
New
$3.09K - $3.14K
108 $3.14K
Jan 10, 2024 Q4 2023
Sound Income Strategies, LLC

BUY
 -
103
New
$2.94K - $2.99K
103 $2.99K
Jan 24, 2024 Q4 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
88
+ 0.41%
$2.52K - $2.56K
21.4K $620K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
62
+ 0.45%
$1.77K - $1.8K
14K $406K
Feb 12, 2024 Q4 2023
Peterson Financial Group, Inc.

BUY
 -
46
+ 0.38%
$1.32K - $1.34K
12.3K $357K
Mar 01, 2024 Q4 2023
Creekmur Asset Management LLC

Morton, IL
BUY
 -
37
New
$1.06K - $1.08K
37 $1.07K
Feb 14, 2024 Q4 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
18
+ 1.71%
$515 - $523
1.07K $31.1K
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
11
New
$314 - $320
11 $319
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
6
+ 1.5%
$172 - $174
407 $11.8K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
5
+ 1.4%
$143 - $145
363 $10.5K
Feb 05, 2024 Q4 2023
Municipal Employees' Retirement System Of Michigan

SELL
 -
-19
- -0.0%
$543 - $552
13.2M $382M
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

SELL
 -
-34
- 4.37%
$972 - $988
744 $21.6K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-46
- 21.5%
$1.32K - $1.34K
168 $4.88K
Jan 10, 2024 Q4 2023
Focused Wealth Management, Inc

SELL
 -
-46
- 2.26%
$1.32K - $1.34K
1.99K $57.9K
Feb 12, 2024 Q4 2023
Blair William & CO

Chicago, IL
SELL
 -
-81
- 1.99%
$2.32K - $2.35K
4K $116K
Feb 02, 2024 Q4 2023
Raab & Moskowitz Asset Management LLC

Chatham, NJ
SELL
 -
-150
- 0.93%
$4.29K - $4.36K
16K $464K
Feb 21, 2024 Q4 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-213
- 22.44%
$6.09K - $6.19K
736 $21.4K
Feb 05, 2024 Q4 2023
Brighton Jones LLC

SELL
 -
-242
- 2.45%
$6.92K - $7.03K
9.63K $280K
Jan 17, 2024 Q4 2023
Pinnacle Wealth Management Group, Inc.

SELL
 -
-336
- 2.99%
$9.61K - $9.76K
10.9K $317K
Feb 06, 2024 Q4 2023
Provence Wealth Management Group

SELL
 -
-382
- 1.13%
$10.9K - $11.1K
33.5K $973K
Feb 13, 2024 Q4 2023
Tmd Wealth Management, LLC

SELL
 -
-421
- 4.47%
$12K - $12.2K
9K $261K
Aug 13, 2024 Q4 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-430
- 0.52%
$12.3K - $12.5K
82.7K $2.4M
Feb 01, 2024 Q4 2023
Treasure Coast Financial Planning

SELL
 -
-471
- 0.14%
$13.5K - $13.7K
336K $9.75M
Jan 18, 2024 Q4 2023
Gradient Investments LLC

SELL
 -
-476
- 65.47%
$13.6K - $13.8K
251 $7.29K
Feb 05, 2024 Q4 2023
Mach 1 Financial Group, LLC

Bentonville, AR
SELL
 -
-509
- 3.09%
$14.6K - $14.8K
16K $463K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-518
- 32.33%
$14.8K - $15.1K
1.08K $31.5K
Apr 30, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-518
- 32.33%
$14.8K - $15.1K
1.08K $31.5K
Feb 16, 2024 Q4 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-639
- 13.76%
$18.3K - $18.6K
4K $116K
Jan 12, 2024 Q4 2023
Wealthsource Partners, LLC

SELL
 -
-649
- 3.36%
$18.6K - $18.9K
18.7K $543K
Feb 07, 2024 Q4 2023
Theory Financial LLC

Fort Collins, CO
SELL
 -
-651
- 0.39%
$18.6K - $18.9K
167K $4.86M
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
SELL
 -
-685
- 2.78%
$19.6K - $19.9K
23.9K $695K
Feb 13, 2024 Q4 2023
Fwl Investment Management, LLC

SELL
 -
-730
- 6.95%
$20.9K - $21.2K
9.77K $284K

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