Purchases and Sales Made in Q2 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
35.1K+ 66.83% |
$1M - $1.01M
|
87.5K
$2.53M
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
33.6K+ 12.94% |
$962K - $970K
|
293K
$8.48M
|
|
|
Jul 17, 2024
Q2 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
32.5KNew |
$930K - $937K
|
32.5K
$939K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
32.4KNew |
$929K - $936K
|
32.4K
$938K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
29K+ 41.45% |
$830K - $837K
|
98.9K
$2.86M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.7K+ 17.16% |
$736K - $742K
|
175K
$5.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Dagco, Inc.
|
BUY
|
- |
25.4K+ 14.31% |
$728K - $733K
|
203K
$5.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
24.7K+ 27.16% |
$708K - $714K
|
116K
$3.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
23.8K+ 6.21% |
$682K - $687K
|
407K
$11.8M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22.4KNew |
$642K - $647K
|
22.4K
$649K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
22.1K+ 6.71% |
$634K - $639K
|
352K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
21.6K+ 87.59% |
$620K - $625K
|
46.4K
$1.34M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
21.5KNew |
$616K - $621K
|
21.5K
$623K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
21K+ 8.33% |
$602K - $606K
|
273K
$7.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Integrated Capital Management, Inc.
|
BUY
|
- |
19.6K+ 8.34% |
$562K - $567K
|
255K
$7.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18.2K+ 23.01% |
$522K - $526K
|
97.4K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18K+ 60.8% |
$515K - $519K
|
47.6K
$1.38M
|
|
|
Jul 15, 2024
Q2 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
17.6K+ 6.32% |
$503K - $507K
|
295K
$8.55M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
17.2K+ 37.86% |
$492K - $496K
|
62.5K
$1.81M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
16.9K+ 1692000.0% |
$485K - $489K
|
16.9K
$490K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
16.7KNew |
$478K - $481K
|
16.7K
$482K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.2K+ 29.54% |
$464K - $468K
|
71K
$2.05M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
16.1K+ 73.72% |
$461K - $465K
|
37.9K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16K+ 11.91% |
$457K - $461K
|
150K
$4.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.2K+ 10.61% |
$436K - $440K
|
159K
$4.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
15K+ 7.3% |
$431K - $435K
|
221K
$6.4M
|
|
|
Jul 29, 2024
Q2 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
15K+ 2.7% |
$430K - $433K
|
570K
$16.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Treasure Coast Financial Planning
|
BUY
|
- |
14K+ 3.98% |
$401K - $404K
|
366K
$10.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13K+ 3.87% |
$373K - $376K
|
349K
$10.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
13K+ 1.67% |
$372K - $375K
|
791K
$22.9M
|
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
12.9KNew |
$370K - $373K
|
12.9K
$373K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
12.9K+ 3.77% |
$369K - $372K
|
354K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
12.8K+ 36.32% |
$365K - $368K
|
47.9K
$1.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.7KNew |
$364K - $367K
|
12.7K
$368K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
11.4K+ 12.1% |
$326K - $329K
|
105K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
11KNew |
$316K - $318K
|
11K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10.4K+ 11.09% |
$299K - $302K
|
105K
$3.03M
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
10.4KNew |
$299K - $301K
|
10.4K
$302K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
9.26KNew |
$265K - $267K
|
9.26K
$268K
|
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
9.2K+ 8.2% |
$264K - $266K
|
121K
$3.51M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.18K+ 8.96% |
$263K - $265K
|
112K
$3.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
9.09K+ 1.46% |
$260K - $262K
|
633K
$18.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.79KNew |
$252K - $254K
|
8.79K
$254K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.45K+ 47.41% |
$242K - $244K
|
26.3K
$761K
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
8.18KNew |
$234K - $236K
|
8.18K
$237K
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
8.1KNew |
$232K - $234K
|
8.1K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7.96K+ 268.92% |
$228K - $230K
|
10.9K
$316K
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
7.92K+ 3.52% |
$227K - $229K
|
233K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.87KNew |
$225K - $227K
|
7.87K
$228K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.44K+ 61.75% |
$213K - $215K
|
19.5K
$564K
|