Purchases and Sales Made in Q2 2024 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 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
Aug 01, 2024 Q2 2024
Vise Technologies, Inc.

New York, NY
BUY
 -
1.19K
+ 7.97%
$34K - $34.3K
16.1K $465K
Aug 14, 2024 Q2 2024
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
1.15K
+ 1.31%
$33K - $33.2K
89.2K $2.58M
Jul 26, 2024 Q2 2024
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.02K
+ 8.95%
$29.3K - $29.5K
12.5K $360K
Jul 30, 2024 Q2 2024
L.M. Kohn & Company

BUY
 -
985
+ 1.99%
$28.2K - $28.4K
50.4K $1.46M
Aug 12, 2024 Q2 2024
C M Bidwell & Associates LTD

Honolulu, HI
BUY
 -
919
+ 13.6%
$26.3K - $26.5K
7.68K $222K
Jul 22, 2024 Q2 2024
Centennial Wealth Advisory LLC

BUY
 -
791
+ 0.74%
$22.7K - $22.8K
108K $3.12M
Aug 15, 2024 Q2 2024
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
706
+ 573.98%
$20.2K - $20.4K
829 $24K
Aug 06, 2024 Q2 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
657
+ 0.92%
$18.8K - $19K
72.2K $2.09M
Aug 07, 2024 Q2 2024
Balentine LLC

Atlanta, GA
BUY
 -
619
+ 0.7%
$17.7K - $17.9K
88.5K $2.56M
Aug 14, 2024 Q2 2024
Betterment LLC

New York, NY
BUY
 -
592
+ 7.45%
$17K - $17.1K
8.54K $247K
Jul 12, 2024 Q2 2024
Mkt Advisors LLC

Escondido, CA
BUY
 -
567
+ 2.1%
$16.2K - $16.4K
27.5K $797K
Aug 14, 2024 Q2 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
556
+ 5.14%
$15.9K - $16.1K
11.4K $329K
Jul 25, 2024 Q2 2024
Bailard, Inc.

BUY
 -
545
+ 0.76%
$15.6K - $15.7K
72K $2.08M
Aug 02, 2024 Q2 2024
National Bank Of Canada

BUY
 -
519
+ 12.07%
$14.9K - $15K
4.82K $139K
Aug 09, 2024 Q2 2024
Cibc Private Wealth Group, LLC

BUY
 -
517
+ 923.21%
$14.8K - $14.9K
573 $16.6K
Aug 14, 2024 Q2 2024
Jones Financial Companies Lllp

BUY
 -
509
New
$14.6K - $14.7K
509 $14.7K
Aug 09, 2024 Q2 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
453
New
$13K - $13.1K
453 $13.1K
Aug 08, 2024 Q2 2024
Spectrum Wealth Counsel, LLC

Indianapolis, IN
BUY
 -
443
+ 192.61%
$12.7K - $12.8K
673 $19.5K
Aug 13, 2024 Q2 2024
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
416
+ 3.2%
$11.9K - $12K
13.4K $388K
Jul 31, 2024 Q2 2024
Winch Advisory Services, LLC

Appleton, WI
BUY
 -
395
+ 1.41%
$11.3K - $11.4K
28.5K $824K
Jul 10, 2024 Q2 2024
Kohmann Bosshard Financial Services, LLC

BUY
 -
391
+ 1.09%
$11.2K - $11.3K
36.4K $1.05M
Aug 13, 2024 Q2 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
322
+ 1.64%
$9.23K - $9.3K
20K $578K
Aug 09, 2024 Q2 2024
Redwood Wealth Management Group, LLC

Moorestown, NJ
BUY
 -
318
New
$9.11K - $9.18K
318 $9.2K
Aug 13, 2024 Q2 2024
Creekmur Asset Management LLC

Morton, IL
BUY
 -
295
New
$8.45K - $8.52K
295 $8.54K
Aug 09, 2024 Q2 2024
Horan Securities, Inc.

BUY
 -
294
+ 0.91%
$8.42K - $8.49K
32.7K $948K
Aug 14, 2024 Q2 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
253
+ 0.41%
$7.25K - $7.31K
61.4K $1.78M
Aug 13, 2024 Q2 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
249
New
$7.13K - $7.19K
249 $7.21K
Aug 12, 2024 Q2 2024
Sequent Planning LLC

Omaha, NE
BUY
 -
234
+ 0.67%
$6.7K - $6.76K
35.2K $1.02M
Jul 29, 2024 Q2 2024
Innealta Capital, LLC

Austin, TX
BUY
 -
206
New
$5.9K - $5.95K
206 $5.96K
Aug 07, 2024 Q2 2024
New England Asset Management Inc

Farmington, CT
BUY
 -
200
New
$5.73K - $5.78K
200 $5.79K
Jul 31, 2024 Q2 2024
Aptus Capital Advisors, LLC

BUY
 -
188
+ 318.64%
$5.39K - $5.43K
247 $7.15K
Jul 10, 2024 Q2 2024
First Affirmative Financial Network

BUY
 -
172
+ 0.08%
$4.93K - $4.97K
204K $5.89M
Aug 14, 2024 Q2 2024
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
167
New
$4.78K - $4.82K
167 $4.83K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
159
New
$4.56K - $4.59K
159 $4.6K
Aug 12, 2024 Q2 2024
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
105
New
$3.01K - $3.03K
105 $3.04K
Jul 10, 2024 Q2 2024
Atwood & Palmer Inc

BUY
 -
90
New
$2.58K - $2.6K
90 $2.6K
Aug 13, 2024 Q2 2024
Howe & Rusling Inc

Rochester, NY
BUY
 -
78
+ 1.06%
$2.23K - $2.25K
7.46K $216K
Jul 24, 2024 Q2 2024
Fundamentun, LLC

Beachwood, OH
BUY
 -
77
+ 1.09%
$2.21K - $2.22K
7.17K $207K
Jul 29, 2024 Q2 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
61
+ 22.51%
$1.75K - $1.76K
332 $9.61K
Jul 16, 2024 Q2 2024
Tsfg, LLC

BUY
 -
26
+ 0.76%
$745 - $751
3.45K $99.9K
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
8
New
$229 - $231
8 $232
Jul 19, 2024 Q2 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
2
+ 0.61%
$57.3 - $57.8
330 $9.55K
Aug 12, 2024 Q2 2024
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1
+ 0.59%
$28.7 - $28.9
170 $4.92K
Aug 15, 2024 Q2 2024
Horizon Financial Services, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jul 30, 2024 Q2 2024
Horizon Financial Services, LLC

BUY
 -
0
New
$0 - $0
0 $0
Jul 23, 2024 Q2 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-22
- 0.02%
$630 - $635
100K $2.89M
Aug 13, 2024 Q2 2024
Congress Wealth Management LLC

Boston, MA
SELL
 -
-23
- 0.23%
$659 - $664
10K $290K
Jul 19, 2024 Q2 2024
Carnegie Capital Asset Management, LLC

SELL
 -
-25
- 0.2%
$716 - $722
12.3K $355K
Jul 25, 2024 Q2 2024
First Heartland Consultants, Inc.

SELL
 -
-43
- 0.07%
$1.23K - $1.24K
63.2K $1.83M

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