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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.14M+ 2699.07% |
$148M - $152M
|
5.33M
$154M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.9M+ 108.13% |
$83.5M - $85.6M
|
5.57M
$161M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.63M+ 68.14% |
$75.8M - $77.7M
|
6.48M
$187M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.86M+ 388.11% |
$53.7M - $55.1M
|
2.34M
$67.7M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.07MNew |
$30.9M - $31.7M
|
1.07M
$31M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.04M+ 2389.12% |
$29.9M - $30.7M
|
1.08M
$31.2M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
824K+ 35.69% |
$23.7M - $24.4M
|
3.13M
$90.4M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
504K+ 63.32% |
$14.5M - $14.9M
|
1.3M
$37.6M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
499K+ 56.99% |
$14.4M - $14.7M
|
1.37M
$39.7M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
439K+ 26.09% |
$12.7M - $13M
|
2.12M
$61.3M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
329KNew |
$9.48M - $9.72M
|
329K
$9.5M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
311K+ 168001.08% |
$8.96M - $9.19M
|
311K
$8.98M
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
234K+ 175.6% |
$6.76M - $6.93M
|
368K
$10.6M
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
198KNew |
$5.71M - $5.85M
|
198K
$5.72M
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
157K+ 106.93% |
$4.54M - $4.66M
|
305K
$8.8M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
153K+ 10.02% |
$4.4M - $4.51M
|
1.68M
$48.4M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
151K+ 1744.2% |
$4.36M - $4.47M
|
160K
$4.62M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
151K+ 1744.2% |
$4.36M - $4.47M
|
160K
$4.62M
|
|
Nov 07, 2022
Q3 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
141K+ 43.28% |
$4.08M - $4.18M
|
468K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
138K+ 5.3% |
$3.99M - $4.09M
|
2.75M
$79.3M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
137K+ 3878.77% |
$3.96M - $4.06M
|
141K
$4.07M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
136KNew |
$3.91M - $4.01M
|
136K
$3.92M
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
124KNew |
$3.58M - $3.67M
|
124K
$3.58M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122K+ 360.59% |
$3.51M - $3.6M
|
155K
$4.49M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
115K+ 96.3% |
$3.32M - $3.41M
|
235K
$6.79M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
113K+ 11.57% |
$3.25M - $3.34M
|
1.09M
$31.4M
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
110KNew |
$3.17M - $3.25M
|
110K
$3.18M
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
90.8K+ 47059.07% |
$2.62M - $2.69M
|
91K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
87.7KNew |
$2.53M - $2.59M
|
87.7K
$2.53M
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
80.9K+ 251.4% |
$2.33M - $2.39M
|
113K
$3.27M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
75.7KNew |
$2.18M - $2.24M
|
75.7K
$2.19M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
75.1KNew |
$2.17M - $2.22M
|
75.1K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.1K+ 4.37% |
$2.17M - $2.22M
|
1.79M
$51.8M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.1K+ 4.37% |
$2.17M - $2.22M
|
1.79M
$51.8M
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
68.5K+ 85.3% |
$1.98M - $2.03M
|
149K
$4.3M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
63KNew |
$1.82M - $1.86M
|
63K
$1.82M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
60.3K+ 16.16% |
$1.74M - $1.78M
|
434K
$12.5M
|
|
Oct 26, 2022
Q3 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
56.9KNew |
$1.64M - $1.68M
|
56.9K
$1.64M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
56.8K+ 152.42% |
$1.64M - $1.68M
|
94K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
54.1K+ 39.67% |
$1.56M - $1.6M
|
190K
$5.5M
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
54K+ 19.32% |
$1.56M - $1.6M
|
333K
$9.63M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
52.4KNew |
$1.51M - $1.55M
|
52.4K
$1.51M
|
|
Nov 01, 2022
Q3 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
46.3K+ 5.38% |
$1.34M - $1.37M
|
907K
$26.2M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41.1KNew |
$1.19M - $1.22M
|
41.1K
$1.19M
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
40.9KNew |
$1.18M - $1.21M
|
40.9K
$1.18M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
36.7KNew |
$1.06M - $1.09M
|
36.7K
$1.06M
|
|
Nov 22, 2022
Q3 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
35K+ 3.1% |
$1.01M - $1.04M
|
1.17M
$33.7M
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
34.1K+ 6.76% |
$984K - $1.01M
|
539K
$15.6M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
31.5K+ 37.57% |
$908K - $931K
|
115K
$3.33M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.1K+ 5.86% |
$867K - $889K
|
543K
$15.7M
|