Purchases and Sales Made in Q2 2023 in Spdr Portfolio Short Term Trea (SPTS)

SPTS Quotes by TradingView

This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q2 2023. 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
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
143
+ 0.78%
$4.12K - $4.19K
18.5K $536K
Aug 17, 2023 Q2 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
123
New
$3.54K - $3.6K
123 $3.56K
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
116
+ 6.51%
$3.34K - $3.4K
1.9K $54.9K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
116
New
$3.34K - $3.4K
116 $3.36K
Aug 02, 2023 Q2 2023
Bank Of Montreal

Toronto, A6
BUY
 -
113
+ 0.6%
$3.25K - $3.31K
19.1K $552K
Aug 04, 2023 Q2 2023
Lincoln National Corp

BUY
 -
95
+ 1.34%
$2.73K - $2.78K
7.18K $208K
Aug 11, 2023 Q2 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
93
+ 0.83%
$2.68K - $2.72K
11.3K $327K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
88
+ 0.02%
$2.53K - $2.58K
489K $14.2M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
88
+ 0.88%
$2.53K - $2.58K
10.1K $293K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
88
+ 0.38%
$2.53K - $2.58K
23.1K $669K
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
74
New
$2.13K - $2.17K
74 $2.14K
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
55
+ 0.72%
$1.58K - $1.61K
7.7K $223K
Aug 04, 2023 Q2 2023
Peterson Financial Group, Inc.

BUY
 -
21
+ 0.17%
$604 - $615
12.3K $356K
Aug 08, 2023 Q2 2023
Aveo Capital Partners, LLC

BUY
 -
15
+ 0.07%
$432 - $440
22.1K $640K
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
10
+ 12.99%
$288 - $293
87 $2.52K
Aug 09, 2023 Q2 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
9
+ 0.03%
$259 - $264
28.2K $815K
Aug 08, 2023 Q2 2023
Focused Wealth Management, Inc

BUY
 -
5
+ 0.24%
$144 - $147
2.06K $59.6K
Aug 15, 2023 Q2 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
5
+ 0.48%
$144 - $147
1.04K $30.2K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
4
+ 1.02%
$115 - $117
398 $11.5K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1
New
$28.8 - $29.3
1 $28.9
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
1
New
$28.8 - $29.3
1 $28.9
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.47%
$28.8 - $29.3
213 $6.16K
Jul 28, 2023 Q2 2023
Apcm Wealth Management For Individuals

SELL
 -
-1
- 0.12%
$28.8 - $29.3
835 $24.2K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

SELL
 -
-7
- 58.33%
$201 - $205
5 $145
Aug 09, 2023 Q2 2023
Charles Schwab Investment Management Inc

San Francisco, CA
SELL
 -
-40
- 0.56%
$1.15K - $1.17K
7.12K $206K
Jul 21, 2023 Q2 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
SELL
 -
-54
- 0.37%
$1.55K - $1.58K
14.6K $422K
Aug 01, 2023 Q2 2023
Patron Partners, LLC

SELL
 -
-94
- 0.57%
$2.71K - $2.75K
16.4K $474K
Jul 13, 2023 Q2 2023
Falcon Wealth Planning

SELL
 -
-104
- 1.47%
$2.99K - $3.05K
6.98K $202K
Aug 14, 2023 Q2 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-113
- 0.53%
$3.25K - $3.31K
21.2K $614K
Jul 17, 2023 Q2 2023
Cranbrook Wealth Management, LLC

SELL
 -
-129
- 11.02%
$3.71K - $3.78K
1.04K $30.2K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

SELL
 -
-170
- 3.78%
$4.89K - $4.98K
4.33K $125K
Jul 13, 2023 Q2 2023
Golden Green, Inc.

SELL
 -
-198
- 1.96%
$5.7K - $5.8K
9.91K $287K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-203
- 1.08%
$5.84K - $5.95K
18.6K $538K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

SELL
 -
-300
- 1.47%
$8.63K - $8.79K
20.1K $583K
Aug 10, 2023 Q2 2023
Providence Capital Advisors, LLC

Charlotte, NC
SELL
 -
-340
- 0.38%
$9.79K - $9.96K
88.2K $2.55M
Aug 04, 2023 Q2 2023
Simplex Trading, LLC

SELL
 -
-400
- 72.73%
$11.5K - $11.7K
150 $4.34K
Aug 09, 2023 Q2 2023
Pecaut & Co.

SELL
 -
-433
- 14.5%
$12.5K - $12.7K
2.55K $73.9K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

SELL
 -
-445
- 0.69%
$12.8K - $13K
64.3K $1.86M
Aug 28, 2023 Q2 2023
Willow Creek Wealth Management Inc.

Sebastopol, CA
SELL
 -
-496
- 0.1%
$14.3K - $14.5K
514K $14.9M
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

SELL
 -
-498
- 5.95%
$14.3K - $14.6K
7.87K $228K
Jul 13, 2023 Q2 2023
Congress Wealth Management LLC

Boston, MA
SELL
 -
-518
- 4.13%
$14.9K - $15.2K
12K $348K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

SELL
 -
-522
- 13.72%
$15K - $15.3K
3.28K $95K
Jul 10, 2023 Q2 2023
Pinnacle Wealth Management Group, Inc.

SELL
 -
-605
- 5.1%
$17.4K - $17.7K
11.2K $326K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-651
- 0.7%
$18.7K - $19.1K
92.2K $2.67M
Aug 10, 2023 Q2 2023
Treynor Bancshares, Inc.

SELL
 -
-677
- 2.85%
$19.5K - $19.8K
23.1K $667K
Aug 04, 2023 Q2 2023
Carnegie Capital Asset Management, LLC

SELL
 -
-807
- 7.63%
$23.2K - $23.6K
9.76K $283K
Aug 10, 2023 Q2 2023
Fwl Investment Management, LLC

SELL
 -
-869
- 7.26%
$25K - $25.5K
11.1K $321K
Jul 11, 2023 Q2 2023
Gradient Investments LLC

SELL
 -
-916
- 84.81%
$26.4K - $26.8K
164 $4.75K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-960
- 5.46%
$27.6K - $28.1K
16.6K $481K

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