Purchases and Sales Made in Q4 2021 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.01KNew |
$30.8K - $31K
|
1.01K
$29.3K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
964+ 3.36% |
$29.3K - $29.5K
|
29.6K
$857K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
949+ 6.89% |
$28.9K - $29.1K
|
14.7K
$426K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
845+ 4.19% |
$25.7K - $25.9K
|
21K
$608K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
771+ 11.28% |
$23.5K - $23.6K
|
7.61K
$220K
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
617+ 0.58% |
$18.8K - $18.9K
|
107K
$3.09M
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
613+ 4.16% |
$18.6K - $18.8K
|
15.3K
$444K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
571+ 31.1% |
$17.4K - $17.5K
|
2.41K
$69.7K
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
550+ 6.73% |
$16.7K - $16.9K
|
8.73K
$253K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
533New |
$16.2K - $16.3K
|
533
$15.4K
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
524+ 22.63% |
$15.9K - $16.1K
|
2.84K
$82.2K
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 0.09% |
$15.2K - $15.3K
|
531K
$15.4M
|
|
Jan 26, 2022
Q4 2021
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
461+ 1.29% |
$14K - $14.1K
|
36.1K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
443+ 108.58% |
$13.5K - $13.6K
|
851
$24.6K
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
337+ 3.92% |
$10.3K - $10.3K
|
8.93K
$259K
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
334New |
$10.2K - $10.2K
|
334
$9.67K
|
|
Jan 25, 2022
Q4 2021
|
Integrated Capital Management, Inc.
|
BUY
|
- |
302+ 0.26% |
$9.19K - $9.25K
|
115K
$3.32M
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
225+ 1.4% |
$6.84K - $6.89K
|
16.3K
$473K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
213New |
$6.48K - $6.53K
|
213
$6.16K
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
190New |
$5.78K - $5.82K
|
190
$5.5K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
160New |
$4.87K - $4.9K
|
160
$4.63K
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
160New |
$4.87K - $4.9K
|
160
$4.63K
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
95New |
$2.89K - $2.91K
|
95
$2.75K
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
71+ 0.01% |
$2.16K - $2.18K
|
627K
$18.2M
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
57New |
$1.73K - $1.75K
|
57
$1.65K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
37New |
$1.13K - $1.13K
|
37
$1.07K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30New |
$913 - $919
|
30
$868
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
17New |
$517 - $521
|
17
$492
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
15+ 0.19% |
$456 - $460
|
8.01K
$232K
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.03% |
$304 - $306
|
28.6K
$828K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 0.03% |
$243 - $245
|
25K
$724K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5+ 0.07% |
$152 - $153
|
6.7K
$194K
|
|
Feb 11, 2022
Q4 2021
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
4+ 0.02% |
$122 - $123
|
20.9K
$606K
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4+ 0.06% |
$122 - $123
|
7.07K
$205K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1+ 0.02% |
$30.4 - $30.6
|
6.61K
$191K
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.01% |
$30.4 - $30.6
|
11.4K
$331K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-3- 1.8% |
$91.3 - $91.9
|
164
$4.75K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10Closed |
$304 - $306
|
0
$0
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12- 0.26% |
$365 - $368
|
4.54K
$131K
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14- 0.18% |
$426 - $429
|
7.72K
$223K
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-32- 0.45% |
$973 - $980
|
7.14K
$207K
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-58- 0.84% |
$1.76K - $1.78K
|
6.83K
$198K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-63Closed |
$1.92K - $1.93K
|
0
$0
|
|
Mar 15, 2022
Q4 2021
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-77- 0.28% |
$2.34K - $2.36K
|
27.8K
$806K
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.94% |
$2.86K - $2.88K
|
9.94K
$288K
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-118- 0.9% |
$3.59K - $3.62K
|
13K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-133- 43.89% |
$4.05K - $4.08K
|
170
$4.92K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-133- 84.18% |
$4.05K - $4.08K
|
25
$724
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-163- 1.89% |
$4.96K - $4.99K
|
8.46K
$245K
|