Purchases and Sales Made in Q4 2023 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
41.6KNew |
$1.19M - $1.21M
|
41.6K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
38.5KNew |
$1.1M - $1.12M
|
38.5K
$1.12M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
36.5K+ 8.16% |
$1.04M - $1.06M
|
484K
$14M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
36.5K+ 27.16% |
$1.04M - $1.06M
|
171K
$4.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
35.8KNew |
$1.02M - $1.04M
|
35.8K
$1.04M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
34.5K+ 17.99% |
$986K - $1M
|
226K
$6.54M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
33.3KNew |
$953K - $969K
|
33.3K
$965K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
30.2K+ 10.35% |
$865K - $879K
|
323K
$9.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
30.2KNew |
$864K - $879K
|
30.2K
$875K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
26.6K+ 210.0% |
$759K - $772K
|
39.2K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
25.8KNew |
$737K - $749K
|
25.8K
$746K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.7K+ 25.82% |
$734K - $746K
|
125K
$3.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
25.4K+ 36.59% |
$726K - $738K
|
94.8K
$2.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25K+ 94.36% |
$715K - $726K
|
51.5K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
23.8KNew |
$681K - $692K
|
23.8K
$690K
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
23.7K+ 4.16% |
$679K - $690K
|
595K
$17.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
22.7K+ 62.85% |
$648K - $659K
|
58.7K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
21.9KNew |
$627K - $638K
|
21.9K
$635K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.2K+ 62.59% |
$578K - $588K
|
52.6K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
18.7KNew |
$535K - $544K
|
18.7K
$542K
|
|
|
Feb 09, 2024
Q4 2023
|
Starfox Financial Services, LLC
The Woodlands, TX |
BUY
|
- |
18.4K+ 130.87% |
$525K - $533K
|
32.4K
$937K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
18KNew |
$516K - $525K
|
18K
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.5K+ 144.41% |
$500K - $509K
|
29.6K
$857K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.4K+ 18.21% |
$498K - $506K
|
113K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
17.3KNew |
$495K - $503K
|
17.3K
$501K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
17.2KNew |
$490K - $498K
|
17.2K
$496K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17.1KNew |
$490K - $498K
|
17.1K
$496K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16.2K+ 61.22% |
$463K - $470K
|
42.6K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
15.8KNew |
$452K - $460K
|
15.8K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.7KNew |
$449K - $456K
|
15.7K
$454K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
15.6KNew |
$447K - $454K
|
15.6K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
15.3K+ 3.55% |
$437K - $445K
|
447K
$12.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 10.94% |
$413K - $420K
|
146K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13.5KNew |
$385K - $391K
|
13.5K
$390K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13KNew |
$371K - $377K
|
13K
$376K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.9KNew |
$370K - $376K
|
12.9K
$374K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.8K+ 4.43% |
$367K - $373K
|
302K
$8.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
12.8KNew |
$366K - $372K
|
12.8K
$370K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
12.5K+ 68.89% |
$359K - $365K
|
30.8K
$890K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
12.4KNew |
$355K - $361K
|
12.4K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.1K+ 79.62% |
$346K - $352K
|
27.3K
$791K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
12.1K+ 4.38% |
$345K - $351K
|
287K
$8.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
12K+ 0.73% |
$343K - $349K
|
1.66M
$48M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
11.8KNew |
$336K - $342K
|
11.8K
$341K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
11.5KNew |
$329K - $334K
|
11.5K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.5K+ 36.19% |
$328K - $333K
|
43.2K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.3KNew |
$324K - $330K
|
11.3K
$328K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.2K+ 1219.33% |
$321K - $326K
|
12.2K
$352K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11K+ 25.45% |
$313K - $318K
|
54K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
10.5K+ 5.37% |
$301K - $306K
|
206K
$5.97M
|