Latest Institutional Sells of Spdr Portfolio Short Term Trea (SPTS)
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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-10.2KClosed |
$301K - $309K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-7.76KClosed |
$230K - $236K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-7.14KClosed |
$211K - $217K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-7.09KClosed |
$210K - $216K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.06KClosed |
$209K - $215K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.61KClosed |
$196K - $201K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-5.1KClosed |
$151K - $155K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.9KClosed |
$115K - $119K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3.82KClosed |
$113K - $116K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-3.56KClosed |
$105K - $108K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.41KClosed |
$41.6K - $42.7K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.01KClosed |
$30K - $30.8K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1K- 33.33% |
$29.6K - $30.4K
|
2K
$58K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-698Closed |
$20.7K - $21.2K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-213Closed |
$6.31K - $6.48K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-190Closed |
$5.63K - $5.78K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-160Closed |
$4.74K - $4.87K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-95Closed |
$2.81K - $2.89K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-57Closed |
$1.69K - $1.73K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-37Closed |
$1.1K - $1.13K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-30Closed |
$889 - $912
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-17Closed |
$504 - $517
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-3- 0.41% |
$88.9 - $91.2
|
735
$21.3K
|
|
Q4 2021 | |||||||
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-209KClosed |
$6.35M - $6.4M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-123KClosed |
$3.73M - $3.76M
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-24KClosed |
$729K - $735K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-17.3KClosed |
$526K - $530K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11.5KClosed |
$349K - $352K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
SELL
|
- |
-10.6KClosed |
$322K - $325K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-9.25KClosed |
$281K - $283K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-8.87KClosed |
$270K - $272K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.34KClosed |
$223K - $225K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.12KClosed |
$94.8K - $95.5K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.2K- 7.37% |
$36.5K - $36.8K
|
15.1K
$438K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-773Closed |
$23.5K - $23.7K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-610Closed |
$18.6K - $18.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-215Closed |
$6.54K - $6.59K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-166Closed |
$5.05K - $5.09K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10Closed |
$304 - $306
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-149KClosed |
$4.57M - $4.59M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.7KClosed |
$819K - $821K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.7KClosed |
$358K - $359K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$277K - $278K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.14KClosed |
$249K - $250K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7.51KClosed |
$230K - $230K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-6.64KClosed |
$203K - $204K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-261KClosed |
$7.99M - $8.01M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
SELL
|
- |
-32.6KClosed |
$997K - $1M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.67KClosed |
$266K - $266K
|
0
$0
|