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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
81+ 0.85% |
$2.34K - $2.36K
|
9.58K
$277K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
78+ 10.48% |
$2.25K - $2.27K
|
822
$23.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
76+ 6.05% |
$2.19K - $2.22K
|
1.33K
$38.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
59New |
$1.7K - $1.72K
|
59
$1.71K
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
49+ 0.7% |
$1.41K - $1.43K
|
7.09K
$205K
|
|
|
Apr 30, 2024
Q1 2024
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
46+ 0.14% |
$1.33K - $1.34K
|
32.4K
$938K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
38+ 0.03% |
$1.1K - $1.11K
|
112K
$3.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
25+ 0.36% |
$721 - $729
|
7.03K
$204K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
6+ 0.59% |
$173 - $175
|
1.02K
$29.5K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.37% |
$115 - $117
|
1.08K
$31.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
3+ 0.74% |
$86.5 - $87.5
|
410
$11.9K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1New |
$28.8 - $29.2
|
1
$28.9
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.6% |
$28.8 - $29.2
|
169
$4.89K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$28.8 - $29.2
|
426K
$12.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 4.7% |
$404 - $408
|
284
$8.22K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-57- 1.64% |
$1.64K - $1.66K
|
3.43K
$99.2K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-70- 0.37% |
$2.02K - $2.04K
|
18.7K
$540K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-73- 0.26% |
$2.11K - $2.13K
|
28.1K
$813K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-244- 6.09% |
$7.04K - $7.12K
|
3.76K
$109K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-248- 13.6% |
$7.15K - $7.23K
|
1.58K
$45.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-250- 99.6% |
$7.21K - $7.29K
|
1
$28.9
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-314- 57.72% |
$9.06K - $9.16K
|
230
$6.66K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-323- 1.88% |
$9.32K - $9.42K
|
16.8K
$487K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-350- 4.93% |
$10.1K - $10.2K
|
6.76K
$196K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-371- 0.75% |
$10.7K - $10.8K
|
49.4K
$1.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-378- 2.15% |
$10.9K - $11K
|
17.2K
$498K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-500- 40.0% |
$14.4K - $14.6K
|
750
$21.7K
|
|
|
May 15, 2024
Q1 2024
|
Treynor Bancshares, Inc.
|
SELL
|
- |
-511- 2.24% |
$14.7K - $14.9K
|
22.3K
$646K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-531- 0.81% |
$15.3K - $15.5K
|
65.4K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-554- 2.48% |
$16K - $16.2K
|
21.8K
$631K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-671- 0.53% |
$19.4K - $19.6K
|
126K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-715- 5.43% |
$20.6K - $20.8K
|
12.5K
$361K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-858- 4.53% |
$24.7K - $25K
|
18.1K
$524K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-866- 8.12% |
$25K - $25.3K
|
9.79K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-875- 1.41% |
$25.2K - $25.5K
|
61.1K
$1.77M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-895- 8.8% |
$25.8K - $26.1K
|
9.28K
$268K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-910- 9.45% |
$26.2K - $26.5K
|
8.72K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-916- 0.91% |
$26.4K - $26.7K
|
100K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-927- 32.7% |
$26.7K - $27K
|
1.91K
$55.2K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-933- 1.36% |
$26.9K - $27.2K
|
67.9K
$1.96M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-943- 9.23% |
$27.2K - $27.5K
|
9.27K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-989- 1.11% |
$28.5K - $28.8K
|
88K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.06K- 6.61% |
$30.4K - $30.8K
|
14.9K
$432K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.06K- 97.97% |
$30.6K - $31K
|
22
$637
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.08K- 3.23% |
$31.2K - $31.6K
|
32.5K
$939K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.29K- 7.48% |
$37.2K - $37.6K
|
16K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.37K- 5.0% |
$39.4K - $39.8K
|
25.9K
$750K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-1.39K- 0.38% |
$40K - $40.5K
|
365K
$10.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.44K- 12.49% |
$41.4K - $41.9K
|
10.1K
$291K
|