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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-13.7K- 1.59% |
$396K - $406K
|
851K
$25M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.58K- 5.78% |
$103K - $106K
|
58.3K
$1.71M
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.91K- 15.99% |
$55.2K - $56.6K
|
10.1K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.55K- 8.07% |
$44.7K - $45.9K
|
17.7K
$519K
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 0.7% |
$35K - $35.9K
|
171K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-867- 1.0% |
$25K - $25.6K
|
85.5K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-321Closed |
$9.26K - $9.49K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-315- 2.06% |
$9.08K - $9.31K
|
15K
$440K
|
|
Oct 24, 2022
Q3 2022
|
Godsey & Gibb Associates
|
SELL
|
- |
-38- 74.51% |
$1.1K - $1.12K
|
13
$382
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-148KClosed |
$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
$745K
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24.5KClosed |
$715K - $728K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.3K- 51.46% |
$622K - $633K
|
20.1K
$591K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17.3KClosed |
$505K - $514K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Matisse Capital
|
SELL
|
- |
-14.5KClosed |
$423K - $431K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-13.5KClosed |
$393K - $400K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-13.5KClosed |
$393K - $400K
|
0
$0
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-12.8KClosed |
$374K - $381K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-10.8KClosed |
$315K - $320K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-8.93K- 38.47% |
$260K - $265K
|
14.3K
$420K
|
|
Jul 27, 2022
Q2 2022
|
Bellecapital International Ltd.
|
SELL
|
- |
-7.94KClosed |
$232K - $236K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-6.12K- 50.0% |
$178K - $182K
|
6.12K
$180K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-5.1KClosed |
$149K - $151K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-3.77KClosed |
$110K - $112K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-3.54KClosed |
$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
$214K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-1.29KClosed |
$37.6K - $38.3K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-728- 8.2% |
$21.2K - $21.6K
|
8.15K
$239K
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-555- 6.52% |
$16.2K - $16.5K
|
7.95K
$234K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-68- 0.88% |
$1.98K - $2.02K
|
7.64K
$225K
|
|
Q1 2022 | |||||||
Apr 13, 2022
Q1 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-124KClosed |
$3.67M - $3.77M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-19.5KClosed |
$578K - $593K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-15KClosed |
$444K - $456K
|
0
$0
|
|
Aug 30, 2022
Q1 2022
|
Heritage Financial Services, LLC
|
SELL
|
- |
-12.9KClosed |
$381K - $391K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-12.6KClosed |
$373K - $383K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-11.9KClosed |
$353K - $362K
|
0
$0
|
|
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 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
$58.8K
|
|
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
|