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 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-50- 6.67% |
$1.43K - $1.44K
|
700
$20.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-84- 5.64% |
$2.41K - $2.43K
|
1.41K
$40.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-97- 11.8% |
$2.78K - $2.8K
|
725
$21K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-104- 23.21% |
$2.98K - $3K
|
344
$9.96K
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-117- 0.68% |
$3.35K - $3.38K
|
17.1K
$495K
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-117- 0.91% |
$3.35K - $3.38K
|
12.7K
$367K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-122- 11.98% |
$3.5K - $3.52K
|
896
$25.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-125- 1.5% |
$3.58K - $3.61K
|
8.21K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-135- 8.57% |
$3.87K - $3.9K
|
1.44K
$41.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-156- 33.26% |
$4.47K - $4.51K
|
313
$9.06K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-197- 0.72% |
$5.64K - $5.69K
|
27.2K
$787K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-259- 91.2% |
$7.42K - $7.48K
|
25
$724
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-260- 2.71% |
$7.45K - $7.51K
|
9.32K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-295- 0.17% |
$8.45K - $8.52K
|
176K
$5.1M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-300- 91.74% |
$8.6K - $8.66K
|
27
$781
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-331- 3.14% |
$9.48K - $9.56K
|
10.2K
$296K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-336- 0.96% |
$9.63K - $9.7K
|
34.6K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-393- 8.15% |
$11.3K - $11.3K
|
4.43K
$128K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-407- 56.69% |
$11.7K - $11.8K
|
311
$9K
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-559- 0.88% |
$16K - $16.1K
|
63.2K
$1.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-626- 3.24% |
$17.9K - $18.1K
|
18.7K
$540K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-785- 1.44% |
$22.5K - $22.7K
|
53.8K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-923- 7.8% |
$26.4K - $26.7K
|
10.9K
$316K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-962- 6.64% |
$27.6K - $27.8K
|
13.5K
$392K
|
|
|
Aug 09, 2024
Q2 2024
|
Redw Wealth LLC
|
SELL
|
- |
-973- 9.63% |
$27.9K - $28.1K
|
9.13K
$264K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1.05K- 9.77% |
$30.1K - $30.3K
|
9.7K
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.08KClosed |
$30.8K - $31.1K
|
0
$0
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.18K- 6.98% |
$33.7K - $33.9K
|
15.7K
$453K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.21K- 13.01% |
$34.6K - $34.9K
|
8.07K
$233K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.37K- 2.13% |
$39.3K - $39.6K
|
62.9K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.39K- 1.11% |
$39.9K - $40.2K
|
125K
$3.61M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.45K- 7.22% |
$41.6K - $42K
|
18.7K
$540K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.63K- 2.4% |
$46.6K - $47K
|
66.2K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.72K- 17.86% |
$49.3K - $49.7K
|
7.91K
$229K
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-1.9K- 12.76% |
$54.5K - $55K
|
13K
$377K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.91K- 11.78% |
$54.8K - $55.2K
|
14.3K
$414K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.09K- 5.89% |
$59.8K - $60.2K
|
33.3K
$964K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.24K- 13.85% |
$64.1K - $64.6K
|
13.9K
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.26K- 20.35% |
$64.7K - $65.3K
|
8.85K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-2.45K- 33.04% |
$70K - $70.6K
|
4.96K
$143K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.45K- 15.97% |
$70.3K - $70.9K
|
12.9K
$374K
|
|
|
Aug 13, 2024
Q2 2024
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 2.96% |
$70.6K - $71.1K
|
80.7K
$2.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-2.63K- 3.13% |
$75.2K - $75.8K
|
81.2K
$2.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.64K- 2.83% |
$75.7K - $76.3K
|
90.8K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.67K- 14.75% |
$76.4K - $77K
|
15.4K
$446K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.97K- 4.14% |
$85.1K - $85.8K
|
68.7K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-3.1K- 9.69% |
$88.8K - $89.5K
|
28.9K
$835K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.77K- 10.36% |
$108K - $109K
|
32.6K
$943K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4.11K- 68.1% |
$118K - $119K
|
1.93K
$55.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.75K- 13.08% |
$136K - $137K
|
31.6K
$914K
|