Purchases and Sales Made in Q1 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
6.71K+ 7.74% |
$194K - $196K
|
93.5K
$2.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.58K+ 110.51% |
$190K - $192K
|
12.5K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.88K+ 1.34% |
$170K - $171K
|
446K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.74K+ 2.44% |
$166K - $167K
|
241K
$6.98M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
5.55K+ 2.18% |
$160K - $162K
|
260K
$7.53M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 21.41% |
$140K - $141K
|
27.5K
$796K
|
|
|
May 13, 2024
Q1 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
4.59K+ 7.03% |
$132K - $134K
|
69.9K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
4.49K+ 4.48% |
$129K - $131K
|
105K
$3.03M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
4.3KNew |
$124K - $125K
|
4.3K
$124K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
3.91K+ 7.96% |
$113K - $114K
|
53K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.62K+ 13.95% |
$104K - $106K
|
29.6K
$856K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.45K+ 12.61% |
$99.4K - $100K
|
30.8K
$891K
|
|
|
Apr 15, 2024
Q1 2024
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
3.35K+ 7.22% |
$96.6K - $97.7K
|
49.7K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.17K+ 9.58% |
$91.3K - $92.3K
|
36.2K
$1.05M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.92K+ 0.2% |
$84.2K - $85.1K
|
1.46M
$42.2M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.91K+ 4.81% |
$83.8K - $84.7K
|
63.3K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.85K+ 7.99% |
$82.3K - $83.2K
|
38.6K
$1.12M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.66K+ 70.94% |
$76.6K - $77.4K
|
6.4K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.53K+ 19.74% |
$73.1K - $73.9K
|
15.4K
$445K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
2.42K+ 2.82% |
$69.8K - $70.5K
|
88.3K
$2.56M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.15K+ 4.99% |
$62.1K - $62.8K
|
45.3K
$1.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 2.48% |
$58K - $58.6K
|
83.1K
$2.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2K+ 6.08% |
$57.7K - $58.3K
|
34.9K
$1.01M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.93K+ 18.68% |
$55.7K - $56.4K
|
12.3K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.45K+ 8.43% |
$41.8K - $42.2K
|
18.6K
$539K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.23K+ 71.49% |
$35.6K - $36K
|
2.96K
$85.7K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.07K+ 6.86% |
$30.9K - $31.3K
|
16.7K
$484K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$30.4K - $30.8K
|
1.06K
$30.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
969+ 0.86% |
$27.9K - $28.3K
|
114K
$3.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
931+ 89.35% |
$26.9K - $27.1K
|
1.97K
$57.1K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
825+ 20.64% |
$23.8K - $24.1K
|
4.82K
$140K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
818+ 8.91% |
$23.6K - $23.9K
|
10K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
776+ 151.56% |
$22.4K - $22.6K
|
1.29K
$37.3K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
718New |
$20.7K - $20.9K
|
718
$20.8K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
578New |
$16.7K - $16.9K
|
578
$16.7K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
565+ 5.66% |
$16.3K - $16.5K
|
10.5K
$305K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
427New |
$12.3K - $12.5K
|
427
$12.4K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
419+ 0.59% |
$12.1K - $12.2K
|
71.6K
$2.07M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
418+ 3.66% |
$12.1K - $12.2K
|
11.8K
$343K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
400New |
$11.5K - $11.7K
|
400
$11.6K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
382+ 2.75% |
$11K - $11.1K
|
14.3K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
335+ 3.43% |
$9.66K - $9.77K
|
10.1K
$292K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
328New |
$9.46K - $9.56K
|
328
$9.49K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
327New |
$9.43K - $9.54K
|
327
$9.46K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
310+ 3.82% |
$8.94K - $9.04K
|
8.42K
$244K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
271New |
$7.82K - $7.9K
|
271
$7.84K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
258New |
$7.44K - $7.52K
|
258
$7.47K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
208+ 1.76% |
$6K - $6.07K
|
12K
$348K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
167+ 0.76% |
$4.82K - $4.87K
|
22.1K
$640K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 0.48% |
$2.88K - $2.92K
|
21K
$607K
|