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 14, 2022
Q3 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-370- 1.29% |
$10.7K - $10.9K
|
28.3K
$818K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-396- 2.17% |
$11.4K - $11.7K
|
17.8K
$516K
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-629- 5.63% |
$18.1K - $18.6K
|
10.6K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-660- 3.38% |
$19K - $19.5K
|
18.9K
$545K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-694- 8.12% |
$20K - $20.5K
|
7.86K
$227K
|
|
|
Nov 01, 2022
Q3 2022
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-766- 0.7% |
$22.1K - $22.7K
|
109K
$3.15M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-800- 4.01% |
$23.1K - $23.7K
|
19.2K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-861- 6.4% |
$24.8K - $25.5K
|
12.6K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-867- 1.0% |
$25K - $25.6K
|
85.5K
$2.47M
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-890- 36.33% |
$25.7K - $26.3K
|
1.56K
$45.1K
|
|
|
Nov 04, 2022
Q3 2022
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-1.03K- 5.1% |
$29.8K - $30.5K
|
19.2K
$555K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.11K- 5.68% |
$32K - $32.9K
|
18.5K
$533K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.13K- 1.15% |
$32.7K - $33.5K
|
97.1K
$2.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 0.7% |
$35K - $35.9K
|
171K
$4.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-1.22K- 1.92% |
$35.3K - $36.2K
|
62.5K
$1.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.24K- 11.39% |
$35.7K - $36.6K
|
9.63K
$278K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.25K- 13.85% |
$35.9K - $36.8K
|
7.75K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-1.41K- 6.53% |
$40.8K - $41.8K
|
20.2K
$584K
|
|
|
Nov 10, 2022
Q3 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-1.5K- 17.31% |
$43.3K - $44.4K
|
7.18K
$207K
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.55K- 8.07% |
$44.7K - $45.9K
|
17.7K
$510K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.57K- 2.9% |
$45.3K - $46.5K
|
52.7K
$1.52M
|
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-1.64K- 1.52% |
$47.3K - $48.5K
|
106K
$3.07M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.68K- 10.68% |
$48.4K - $49.6K
|
14K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.91K- 15.99% |
$55.2K - $56.6K
|
10.1K
$290K
|
|
|
Nov 15, 2022
Q3 2022
|
Wisconsin Capital Management LLC
|
SELL
|
- |
-2.5K- 5.18% |
$72.1K - $73.9K
|
45.8K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2.55K- 16.76% |
$73.6K - $75.5K
|
12.7K
$366K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.59K- 5.43% |
$74.6K - $76.5K
|
45.1K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Allen Capital Group, LLC
|
SELL
|
- |
-3.07K- 15.55% |
$88.4K - $90.7K
|
16.7K
$481K
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.47K- 4.08% |
$100K - $103K
|
81.5K
$2.35M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.52K- 12.16% |
$101K - $104K
|
25.4K
$735K
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.53K- 6.93% |
$102K - $104K
|
47.4K
$1.37M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-3.57K- 1.8% |
$103K - $106K
|
195K
$5.63M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.58K- 5.78% |
$103K - $106K
|
58.3K
$1.69M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.71K- 22.31% |
$107K - $110K
|
12.9K
$373K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-4K- 35.41% |
$115K - $118K
|
7.29K
$211K
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-4K- 16.49% |
$115K - $118K
|
20.3K
$585K
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.7K- 8.76% |
$135K - $139K
|
49K
$1.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.83K- 7.77% |
$139K - $143K
|
57.3K
$1.66M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.91K- 23.9% |
$141K - $145K
|
15.6K
$451K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.25K- 8.27% |
$151K - $155K
|
58.2K
$1.68M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.4K- 13.9% |
$156K - $160K
|
33.4K
$966K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.5K- 61.81% |
$159K - $163K
|
3.4K
$98.1K
|
|
|
Oct 21, 2022
Q3 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-5.5K- 24.8% |
$159K - $163K
|
16.7K
$482K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.01K- 2.74% |
$173K - $178K
|
213K
$6.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-6.08K- 8.78% |
$175K - $180K
|
63.2K
$1.83M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.41K- 35.93% |
$185K - $190K
|
11.4K
$330K
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-6.42K- 20.3% |
$185K - $190K
|
25.2K
$728K
|
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.66K- 41.76% |
$192K - $197K
|
9.28K
$268K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.7K- 16.13% |
$193K - $198K
|
34.8K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.74K- 14.24% |
$194K - $199K
|
40.6K
$1.17M
|