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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.6KNew |
$46K - $47.1K
|
1.6K
$46.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.59K+ 2.52% |
$45.6K - $46.8K
|
64.5K
$1.86M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.5K+ 6.4% |
$43.1K - $44.2K
|
24.9K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 32.48% |
$41.4K - $42.4K
|
5.87K
$170K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.25K+ 1.4% |
$35.9K - $36.8K
|
90.4K
$2.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.22K+ 4.72% |
$35.2K - $36.1K
|
27.1K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.16K+ 1.43% |
$33.4K - $34.2K
|
82.4K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$31.6K - $32.4K
|
1.1K
$31.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
872+ 19.19% |
$25.1K - $25.7K
|
5.42K
$156K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
806+ 3.66% |
$23.2K - $23.7K
|
22.9K
$660K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
795+ 0.53% |
$22.9K - $23.4K
|
151K
$4.36M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
794New |
$22.8K - $23.4K
|
794
$22.9K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
787+ 9.95% |
$22.6K - $23.2K
|
8.7K
$251K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
781New |
$22.5K - $23K
|
781
$22.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
753+ 1.65% |
$21.6K - $22.2K
|
46.4K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
701+ 259.63% |
$20.2K - $20.7K
|
971
$28.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
700+ 5.69% |
$20.1K - $20.6K
|
13K
$376K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
690New |
$19.8K - $20.3K
|
690
$19.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
635+ 0.88% |
$18.3K - $18.7K
|
72.8K
$2.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
550+ 5.04% |
$15.8K - $16.2K
|
11.5K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
391+ 0.78% |
$11.2K - $11.5K
|
50.8K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
375+ 4.39% |
$10.8K - $11K
|
8.92K
$258K
|
|
|
Nov 01, 2024
Q3 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
375New |
$10.8K - $11K
|
375
$10.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
366+ 348.57% |
$10.5K - $10.8K
|
471
$13.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
306+ 92.17% |
$8.8K - $9.01K
|
638
$18.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
305New |
$8.77K - $8.99K
|
305
$8.81K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
277+ 4.2% |
$7.96K - $8.16K
|
6.87K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
216+ 2.67% |
$6.21K - $6.36K
|
8.32K
$240K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
205+ 2.31% |
$5.89K - $6.04K
|
9.06K
$262K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
178+ 2.39% |
$5.12K - $5.24K
|
7.63K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
173+ 20.87% |
$4.97K - $5.1K
|
1K
$28.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
162New |
$4.66K - $4.77K
|
162
$4.68K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
159+ 11.04% |
$4.57K - $4.68K
|
1.6K
$46.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
138New |
$3.97K - $4.07K
|
138
$3.99K
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
119+ 0.36% |
$3.42K - $3.51K
|
32.9K
$950K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
114New |
$3.28K - $3.36K
|
114
$3.29K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
103+ 0.11% |
$2.96K - $3.03K
|
90.9K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
100+ 0.83% |
$2.88K - $2.95K
|
12.2K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
100+ 0.64% |
$2.88K - $2.95K
|
15.8K
$456K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
97New |
$2.79K - $2.86K
|
97
$2.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
95+ 0.15% |
$2.73K - $2.8K
|
63.8K
$1.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
74+ 1.03% |
$2.13K - $2.18K
|
7.24K
$209K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
72New |
$2.07K - $2.12K
|
72
$2.08K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
62+ 1.8% |
$1.78K - $1.83K
|
3.52K
$102K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
51+ 15.45% |
$1.47K - $1.5K
|
381
$11K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
44New |
$1.27K - $1.3K
|
44
$1.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40New |
$1.15K - $1.18K
|
40
$1.16K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 38.89% |
$805 - $825
|
100
$2.89K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
14New |
$403 - $412
|
14
$404
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 2.16% |
$316 - $324
|
520
$15K
|