Purchases and Sales Made in Q3 2022 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6.84K- 8.94% |
$197K - $202K
|
69.7K
$2.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.3K- 29.76% |
$210K - $216K
|
17.2K
$498K
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-7.36K- 3.57% |
$212K - $218K
|
199K
$5.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.52K- 51.46% |
$246K - $252K
|
8.04K
$233K
|
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-8.56K- 0.95% |
$247K - $253K
|
895K
$25.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-9.04K- 1.76% |
$261K - $267K
|
505K
$14.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.3K- 6.01% |
$325K - $334K
|
176K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-11.9K- 30.31% |
$343K - $352K
|
27.4K
$792K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 26.57% |
$370K - $379K
|
35.5K
$1.03M
|
|
|
Oct 14, 2022
Q3 2022
|
Capitol Family Office, Inc.
|
SELL
|
- |
-13.7K- 1.59% |
$396K - $406K
|
851K
$24.6M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-14.2K- 14.95% |
$409K - $419K
|
80.6K
$2.33M
|
|
|
Oct 25, 2022
Q3 2022
|
Barber Financial Group, Inc.
|
SELL
|
- |
-14.8K- 8.24% |
$427K - $438K
|
165K
$4.77M
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-15.4K- 17.36% |
$444K - $455K
|
73.2K
$2.12M
|
|
|
Oct 26, 2022
Q3 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-15.9K- 5.99% |
$460K - $471K
|
250K
$7.24M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-17.9K- 71.32% |
$517K - $530K
|
7.21K
$209K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19.2K- 34.63% |
$553K - $567K
|
36.2K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.3K- 10.3% |
$644K - $660K
|
194K
$5.62M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-22.7K- 16.79% |
$653K - $670K
|
112K
$3.25M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24K- 11.94% |
$691K - $708K
|
177K
$5.11M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-26K- 1.79% |
$751K - $770K
|
1.43M
$41.4M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-28.2K- 62.03% |
$814K - $835K
|
17.3K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-28.9K- 4.87% |
$833K - $854K
|
565K
$16.3M
|
|
|
Oct 20, 2022
Q3 2022
|
First Affirmative Financial Network
|
SELL
|
- |
-30.4K- 10.16% |
$878K - $900K
|
269K
$7.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-32.5K- 56.95% |
$937K - $960K
|
24.6K
$711K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-38.8K- 10.94% |
$1.12M - $1.15M
|
316K
$9.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-38.9K- 15.76% |
$1.12M - $1.15M
|
208K
$6.01M
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-49.4K- 70.91% |
$1.42M - $1.46M
|
20.3K
$587K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-54.3K- 89.51% |
$1.57M - $1.61M
|
6.36K
$184K
|
|
|
Oct 12, 2022
Q3 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-55.4K- 27.66% |
$1.6M - $1.64M
|
145K
$4.19M
|
|
|
Nov 15, 2022
Q3 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-56.5K- 0.78% |
$1.63M - $1.67M
|
7.23M
$209M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61K- 13.55% |
$1.76M - $1.8M
|
389K
$11.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-68.6K- 1.77% |
$1.98M - $2.03M
|
3.8M
$110M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-74.6K- 64.12% |
$2.15M - $2.21M
|
41.8K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-87.5K- 20.92% |
$2.52M - $2.59M
|
331K
$9.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-113K- 31.56% |
$3.25M - $3.34M
|
245K
$7.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-126K- 33.02% |
$3.62M - $3.71M
|
255K
$7.37M
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-161K- 11.73% |
$4.65M - $4.77M
|
1.21M
$35.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-164K- 61.67% |
$4.74M - $4.86M
|
102K
$2.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-172K- 52.26% |
$4.95M - $5.08M
|
157K
$4.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-204K- 91.92% |
$5.89M - $6.04M
|
18K
$520K
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-217K- 95.62% |
$6.26M - $6.42M
|
9.95K
$288K
|
|
|
Oct 17, 2022
Q3 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-221K- 92.18% |
$6.36M - $6.53M
|
18.7K
$542K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-273K- 81.57% |
$7.86M - $8.06M
|
61.6K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-291K- 11.59% |
$8.41M - $8.62M
|
2.22M
$64.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-318K- 59.65% |
$9.18M - $9.42M
|
215K
$6.23M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-342K- 15.7% |
$9.85M - $10.1M
|
1.83M
$53.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-372K- 13.37% |
$10.7M - $11M
|
2.41M
$69.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-582K- 63.83% |
$16.8M - $17.2M
|
330K
$9.55M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-778K- 47.38% |
$22.4M - $23M
|
864K
$25M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-877K- 90.03% |
$25.3M - $25.9M
|
97.1K
$2.81M
|