Latest Institutional Sells of Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

This list provides information on the latest institutional transactions involving Spdr Portfolio Short Term Trea (SPTS) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
SELL
 -
-184K
- 96.85%
$5.29M - $5.36M
6K $174K
Feb 10, 2023 Q4 2022
Wealth Advisors Of Iowa, LLC

SELL
 -
-10.7K
- 39.0%
$307K - $311K
16.7K $485K
Jan 19, 2023 Q4 2022
Eagle Ridge Investment Management

SELL
 -
-8.25K
- 32.71%
$237K - $240K
17K $492K
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-1.79K
- 17.38%
$51.5K - $52.2K
8.53K $247K
Jan 31, 2023 Q4 2022
Clearview Wealth Advisors LLC

SELL
 -
-620
- 39.74%
$17.8K - $18K
940 $27.3K
Feb 03, 2023 Q4 2022
Parallel Advisors, LLC

SELL
 -
-161
- 38.15%
$4.62K - $4.68K
261 $7.57K
Feb 14, 2023 Q4 2022
Outlook Wealth Advisors, LLC

SELL
 -
-38
- 0.42%
$1.09K - $1.1K
9.11K $264K
Jan 27, 2023 Q4 2022
Beacon Capital Management, LLC

SELL
 -
-30
- 24.59%
$861 - $872
92 $2.67K
Q3 2022
Oct 17, 2022 Q3 2022
Spectrum Planning & Advisory Services Inc.

SELL
 -
-221K
- 92.18%
$6.36M - $6.53M
18.7K $543K
Nov 09, 2022 Q3 2022
Freestone Capital Holdings, LLC

Seattle, WA
SELL
 -
-217K
- 95.62%
$6.26M - $6.42M
9.95K $288K
Oct 20, 2022 Q3 2022
Acute Investment Advisory, LLC

Mesa, AZ
SELL
 -
-49.4K
- 70.91%
$1.42M - $1.46M
20.3K $588K
Oct 14, 2022 Q3 2022
Capitol Family Office, Inc.

SELL
 -
-13.7K
- 1.59%
$396K - $406K
851K $24.7M
Nov 01, 2022 Q3 2022
Brinker Capital Investments, LLC

SELL
 -
-3.58K
- 5.78%
$103K - $106K
58.3K $1.69M
Nov 14, 2022 Q3 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-1.91K
- 15.99%
$55.2K - $56.6K
10.1K $292K
Nov 14, 2022 Q3 2022
Vista Investment Management

Pittsburgh, PA
SELL
 -
-1.55K
- 8.07%
$44.7K - $45.9K
17.7K $512K
Nov 02, 2022 Q3 2022
Siena Capital LLC

Cincinnati, OH
SELL
 -
-1.21K
- 0.7%
$35K - $35.9K
171K $4.97M
Nov 14, 2022 Q3 2022
New Harbor Financial Group, LLC

Leominster, MA
SELL
 -
-867
- 1.0%
$25K - $25.6K
85.5K $2.48M
Nov 14, 2022 Q3 2022
Black Rock Inc.

New York, NY
SELL
 -
-321
Closed
$9.26K - $9.49K
0 $0
Nov 14, 2022 Q3 2022
Beaumont Financial Partners, LLC

SELL
 -
-315
- 2.06%
$9.08K - $9.31K
15K $434K
Oct 24, 2022 Q3 2022
Godsey & Gibb Associates

SELL
 -
-38
- 74.51%
$1.1K - $1.12K
13 $377
Q2 2022
Jul 13, 2022 Q2 2022
Life Steps Financial, Inc.

SELL
 -
-277K
Closed
$8.08M - $8.23M
0 $0
Aug 12, 2022 Q2 2022
Wealthcare Capital Management LLC

Richmond, VA
SELL
 -
-148K
Closed
$4.3M - $4.38M
0 $0
Jul 27, 2022 Q2 2022
Detalus Advisors, LLC

SELL
 -
-58.8K
- 69.85%
$1.71M - $1.75M
25.4K $736K
Aug 01, 2022 Q2 2022
Valmark Advisers, Inc.

SELL
 -
-24.5K
Closed
$715K - $728K
0 $0
Jul 26, 2022 Q2 2022
Brendel Financial Advisors LLC

SELL
 -
-21.3K
- 51.46%
$622K - $633K
20.1K $583K
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-17.3K
Closed
$505K - $514K
0 $0
Jul 28, 2022 Q2 2022
Matisse Capital

SELL
 -
-14.5K
Closed
$423K - $431K
0 $0
Aug 02, 2022 Q2 2022
Pinnacle Associates LTD

SELL
 -
-13.5K
Closed
$393K - $400K
0 $0
Aug 01, 2022 Q2 2022
Pinnacle Wealth Management Advisory Group, LLC

SELL
 -
-13.5K
Closed
$393K - $400K
0 $0
Jul 20, 2023 Q2 2022
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-12.8K
Closed
$374K - $381K
0 $0
Aug 15, 2022 Q2 2022
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-10.8K
Closed
$315K - $320K
0 $0
Jul 27, 2022 Q2 2022
Fifth Third Securities, Inc.

SELL
 -
-9.5K
Closed
$277K - $282K
0 $0
Aug 09, 2022 Q2 2022
Vanguard Personalized Indexing Management, LLC

Oakland, CA
SELL
 -
-8.93K
- 38.47%
$260K - $265K
14.3K $414K
Jul 27, 2022 Q2 2022
Bellecapital International Ltd.

SELL
 -
-7.94K
Closed
$232K - $236K
0 $0
Aug 01, 2022 Q2 2022
James Investment Research Inc

SELL
 -
-6.12K
- 50.0%
$178K - $182K
6.12K $177K
Jul 12, 2022 Q2 2022
Exane Derivatives

SELL
 -
-5.1K
Closed
$149K - $151K
0 $0
Jul 22, 2022 Q2 2022
Bison Wealth, LLC

SELL
 -
-3.77K
Closed
$110K - $112K
0 $0
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-3.54K
Closed
$103K - $105K
0 $0
Aug 12, 2022 Q2 2022
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-1.3K
- 15.17%
$37.9K - $38.6K
7.27K $211K
Aug 16, 2022 Q2 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-1.29K
Closed
$37.6K - $38.3K
0 $0
Jul 26, 2022 Q2 2022
Sky Oak Wealth, LLC

SELL
 -
-849
- 10.81%
$24.8K - $25.2K
7K $203K
Jul 07, 2022 Q2 2022
Chesley Taft & Associates LLC

SELL
 -
-728
- 8.2%
$21.2K - $21.6K
8.15K $236K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
SELL
 -
-555
- 6.52%
$16.2K - $16.5K
7.95K $231K
Aug 08, 2022 Q2 2022
Nicolet Advisory Services, LLC

Green Bay, WI
SELL
 -
-68
- 0.88%
$1.98K - $2.02K
7.64K $222K
Q1 2022
Apr 13, 2022 Q1 2022
Hedeker Wealth, LLC

SELL
 -
-124K
Closed
$3.67M - $3.77M
0 $0
Apr 26, 2022 Q1 2022
Ridgecrest Wealth Partners, LLC

SELL
 -
-19.5K
Closed
$578K - $593K
0 $0
Apr 28, 2022 Q1 2022
Santori & Peters, Inc.

SELL
 -
-15K
Closed
$444K - $456K
0 $0
Aug 30, 2022 Q1 2022
Heritage Financial Services, LLC

SELL
 -
-12.9K
Closed
$381K - $391K
0 $0
Apr 08, 2022 Q1 2022
Optimum Investment Advisors

SELL
 -
-12.6K
Closed
$373K - $383K
0 $0

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