Purchases and Sales Made in Q1 2022 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.8KNew |
$736K - $755K
|
24.8K
$719K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
24.5KNew |
$726K - $745K
|
24.5K
$709K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
24.2K+ 273.05% |
$718K - $737K
|
33.1K
$958K
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.3K+ 157.48% |
$690K - $709K
|
38.1K
$1.1M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
23.2K+ 202.74% |
$687K - $705K
|
34.6K
$1M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
22.5KNew |
$667K - $685K
|
22.5K
$652K
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21.9KNew |
$647K - $665K
|
21.9K
$632K
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.4KNew |
$633K - $650K
|
21.4K
$619K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
19.2KNew |
$569K - $584K
|
19.2K
$556K
|
|
Apr 18, 2022
Q1 2022
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
18.6K+ 8.37% |
$551K - $565K
|
241K
$6.97M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
17.9K+ 235.9% |
$531K - $545K
|
25.5K
$738K
|
|
Apr 18, 2022
Q1 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
15.6K+ 15.54% |
$461K - $473K
|
116K
$3.35M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.9KNew |
$442K - $454K
|
14.9K
$432K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
14.3K+ 159.96% |
$423K - $435K
|
23.2K
$672K
|
|
May 16, 2022
Q1 2022
|
First Trust Capital Management L.P.
Chicago, IL |
BUY
|
- |
14.1KNew |
$418K - $430K
|
14.1K
$409K
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
13.6K+ 0.79% |
$404K - $415K
|
1.73M
$50.1M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
13.3K+ 741.72% |
$394K - $404K
|
15.1K
$437K
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
12.2KNew |
$362K - $372K
|
12.2K
$354K
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
12.2KNew |
$362K - $371K
|
12.2K
$353K
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
12.1K+ 8.9% |
$357K - $367K
|
148K
$4.27M
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
BUY
|
- |
11KNew |
$325K - $334K
|
11K
$318K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
10.3K+ 6.44% |
$305K - $314K
|
170K
$4.93M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
10KNew |
$296K - $304K
|
10K
$289K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.94K+ 23.67% |
$294K - $302K
|
51.9K
$1.5M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.86KNew |
$292K - $300K
|
9.86K
$285K
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
9.69KNew |
$287K - $295K
|
9.69K
$280K
|
|
Apr 12, 2022
Q1 2022
|
First Affirmative Financial Network
|
BUY
|
- |
9.5K+ 3.16% |
$281K - $289K
|
310K
$8.98M
|
|
May 06, 2022
Q1 2022
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
9.33K+ 3.22% |
$276K - $284K
|
299K
$8.66M
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
8.97KNew |
$266K - $273K
|
8.97K
$260K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
8.67K+ 250.77% |
$257K - $264K
|
12.1K
$351K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
8.41KNew |
$249K - $256K
|
8.41K
$243K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.36K+ 2.13% |
$248K - $254K
|
401K
$11.6M
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.25K+ 16.71% |
$244K - $251K
|
57.6K
$1.67M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
5.43K+ 33.21% |
$161K - $165K
|
21.8K
$630K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.38KNew |
$130K - $133K
|
4.38K
$127K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3.77KNew |
$112K - $114K
|
3.77K
$109K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
3.74K+ 0.79% |
$111K - $114K
|
480K
$13.9M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.16K+ 5.2% |
$93.5K - $96K
|
63.9K
$1.85M
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.92K+ 4.87% |
$86.5K - $88.8K
|
62.8K
$1.82M
|
|
May 02, 2022
Q1 2022
|
Wbi Investments, Inc.
|
BUY
|
- |
2.37K+ 5.75% |
$70.2K - $72.1K
|
43.6K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.26K+ 3.05% |
$67K - $68.8K
|
76.4K
$2.21M
|
|
May 02, 2022
Q1 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
1.83K+ 1.6% |
$54.3K - $55.8K
|
117K
$3.37M
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
1.83KNew |
$54.3K - $55.7K
|
1.83K
$53K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.79K+ 7.15% |
$52.9K - $54.3K
|
26.8K
$775K
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.75K+ 25.57% |
$51.7K - $53.1K
|
8.57K
$248K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.69K+ 5.44% |
$49.9K - $51.3K
|
32.7K
$946K
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.44KNew |
$42.7K - $43.8K
|
1.44K
$41.7K
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.04K+ 6.75% |
$30.7K - $31.5K
|
16.4K
$474K
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
992+ 2.77% |
$29.4K - $30.2K
|
36.8K
$1.06M
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
983New |
$29.1K - $29.9K
|
983
$28.4K
|