Purchases and Sales Made in Q3 2024 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q3 2024. 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, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.2M+ 173.66% |
$409M - $419M
|
22.4M
$647M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
10.8M+ 391.22% |
$310M - $318M
|
13.6M
$391M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.51M+ 621.01% |
$216M - $221M
|
8.72M
$252M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.55M+ 96.87% |
$131M - $134M
|
9.24M
$267M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.32M+ 47.78% |
$66.6M - $68.3M
|
7.17M
$207M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23M+ 156.39% |
$35.5M - $36.4M
|
2.02M
$58.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
855KNew |
$24.6M - $25.2M
|
855K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
677K+ 5.96% |
$19.5M - $20M
|
12M
$348M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
662K+ 67.56% |
$19M - $19.5M
|
1.64M
$47.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
557K+ 33.32% |
$16M - $16.4M
|
2.23M
$64.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
553KNew |
$15.9M - $16.3M
|
553K
$16M
|
|
|
Oct 03, 2024
Q3 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
549KNew |
$15.8M - $16.2M
|
549K
$15.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
474K+ 932.49% |
$13.6M - $14M
|
525K
$15.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
367K+ 509.56% |
$10.5M - $10.8M
|
439K
$12.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
319KNew |
$9.18M - $9.4M
|
319K
$9.22M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
315KNew |
$9.06M - $9.29M
|
315K
$9.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
304K+ 64.37% |
$8.74M - $8.96M
|
776K
$22.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
282K+ 35.92% |
$8.12M - $8.32M
|
1.07M
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
267KNew |
$7.69M - $7.88M
|
267K
$7.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
226K+ 113.14% |
$6.5M - $6.66M
|
426K
$12.3M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
225K+ 16.63% |
$6.46M - $6.62M
|
1.57M
$45.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
219KNew |
$6.28M - $6.44M
|
219K
$6.31M
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200K+ 72.91% |
$5.75M - $5.89M
|
474K
$13.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
195K+ 491.95% |
$5.61M - $5.75M
|
235K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
191K+ 541.79% |
$5.49M - $5.63M
|
226K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
187K+ 24.75% |
$5.36M - $5.5M
|
940K
$27.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
181KNew |
$5.19M - $5.32M
|
181K
$5.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
167K+ 47.91% |
$4.81M - $4.93M
|
517K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Centric Wealth Management
|
BUY
|
- |
149KNew |
$4.29M - $4.39M
|
149K
$4.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
149K+ 8.92% |
$4.28M - $4.39M
|
1.82M
$52.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
143K+ 245.0% |
$4.1M - $4.2M
|
201K
$5.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
126KNew |
$3.62M - $3.71M
|
126K
$3.64M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
122K+ 25.85% |
$3.5M - $3.59M
|
593K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119K+ 37.17% |
$3.43M - $3.52M
|
441K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
104KNew |
$3M - $3.08M
|
104K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
My Wealth Management Inc.
|
BUY
|
- |
100K+ 54.41% |
$2.88M - $2.95M
|
284K
$8.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
98.9K+ 305.1% |
$2.84M - $2.91M
|
131K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
90.2K+ 128.9% |
$2.59M - $2.66M
|
160K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
86.8K+ 9.22% |
$2.49M - $2.56M
|
1.03M
$29.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
76.8KNew |
$2.21M - $2.26M
|
76.8K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
74.8K+ 15.13% |
$2.15M - $2.2M
|
569K
$16.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
70.8KNew |
$2.03M - $2.08M
|
70.8K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
69.8K+ 9.62% |
$2.01M - $2.06M
|
795K
$23M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
69.8K+ 13.13% |
$2.01M - $2.06M
|
601K
$17.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
68.6KNew |
$1.97M - $2.02M
|
68.6K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
67.2K+ 33.16% |
$1.93M - $1.98M
|
270K
$7.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
57.6K+ 522.73% |
$1.66M - $1.7M
|
68.6K
$1.98M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
56.7K+ 70.43% |
$1.63M - $1.67M
|
137K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
53.5K+ 51.13% |
$1.54M - $1.58M
|
158K
$4.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
52.1K+ 730.57% |
$1.5M - $1.54M
|
59.3K
$1.71M
|