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 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-7.89K- 29.83% |
$226K - $229K
|
18.6K
$539K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.05K- 7.39% |
$230K - $234K
|
101K
$2.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-8.07K- 38.41% |
$231K - $234K
|
12.9K
$376K
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-8.33K- 19.9% |
$238K - $242K
|
33.5K
$974K
|
|
|
Jan 09, 2024
Q4 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-8.53K- 9.43% |
$244K - $248K
|
81.9K
$2.38M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.8K- 19.77% |
$252K - $256K
|
35.7K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-9K- 47.96% |
$257K - $262K
|
9.77K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.31K- 29.38% |
$266K - $271K
|
22.4K
$650K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-9.31K- 8.2% |
$266K - $271K
|
104K
$3.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.82K- 6.79% |
$281K - $285K
|
135K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.9K- 46.55% |
$310K - $315K
|
12.5K
$362K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-12K- 7.53% |
$342K - $348K
|
147K
$4.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-12.1K- 19.4% |
$345K - $350K
|
50.1K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-12.6K- 14.65% |
$361K - $367K
|
73.5K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-12.8K- 16.26% |
$366K - $372K
|
65.9K
$1.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14.9K- 68.33% |
$426K - $433K
|
6.91K
$201K
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-15.2K- 29.37% |
$434K - $441K
|
36.5K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-15.3K- 56.12% |
$436K - $443K
|
11.9K
$346K
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-16.8K- 7.56% |
$479K - $487K
|
205K
$5.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-17.5K- 59.09% |
$500K - $509K
|
12.1K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.7K- 66.2% |
$562K - $571K
|
10K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-20.5K- 6.87% |
$585K - $595K
|
277K
$8.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-21.3K- 17.16% |
$609K - $619K
|
103K
$2.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-22.1K- 8.73% |
$632K - $642K
|
231K
$6.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-22.3K- 62.85% |
$637K - $648K
|
13.2K
$383K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-22.8K- 21.0% |
$651K - $662K
|
85.7K
$2.49M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-24.5K- 24.64% |
$701K - $712K
|
75K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-24.7K- 14.53% |
$706K - $717K
|
145K
$4.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-26.9K- 19.19% |
$770K - $782K
|
113K
$3.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-27K- 5.78% |
$771K - $784K
|
440K
$12.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-28.1K- 15.69% |
$804K - $817K
|
151K
$4.39M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-29.2K- 50.1% |
$834K - $848K
|
29.1K
$844K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-32K- 33.77% |
$914K - $929K
|
62.7K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-34.7K- 66.89% |
$992K - $1.01M
|
17.2K
$499K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-37.2K- 84.35% |
$1.06M - $1.08M
|
6.9K
$200K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-37.2K- 43.69% |
$1.06M - $1.08M
|
48K
$1.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-37.5K- 8.54% |
$1.07M - $1.09M
|
401K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-37.8K- 87.34% |
$1.08M - $1.1M
|
5.48K
$159K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-37.9K- 76.22% |
$1.08M - $1.1M
|
11.8K
$344K
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-40.2K- 9.9% |
$1.15M - $1.17M
|
366K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-40.5K- 84.98% |
$1.16M - $1.18M
|
7.17K
$208K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-41.2K- 27.81% |
$1.18M - $1.2M
|
107K
$3.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-42.6K- 4.08% |
$1.22M - $1.24M
|
1M
$29.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-43.9K- 50.08% |
$1.25M - $1.27M
|
43.7K
$1.27M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-44.5K- 39.27% |
$1.27M - $1.29M
|
68.8K
$2M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-44.8K- 52.9% |
$1.28M - $1.3M
|
39.9K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-45.2K- 19.93% |
$1.29M - $1.31M
|
182K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-61.4K- 20.7% |
$1.76M - $1.78M
|
235K
$6.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-62.6K- 11.6% |
$1.79M - $1.82M
|
477K
$13.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-68.9K- 5.1% |
$1.97M - $2M
|
1.28M
$37.2M
|