Purchases and Sales Made in Q4 2022 in Spdr Portfolio Short Term Trea (SPTS)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Trea (SPTS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
9.34K+ 38.26% |
$268K - $271K
|
33.7K
$975K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
8.97KNew |
$257K - $261K
|
8.97K
$259K
|
|
|
Jan 17, 2023
Q4 2022
|
Integrated Capital Management, Inc.
|
BUY
|
- |
8.53K+ 7.82% |
$245K - $248K
|
118K
$3.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.91K+ 1.4% |
$227K - $230K
|
572K
$16.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.85KNew |
$225K - $228K
|
7.85K
$227K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
7.6K+ 7.83% |
$218K - $221K
|
105K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.59K+ 8.08% |
$218K - $221K
|
102K
$2.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.42K+ 9.88% |
$213K - $216K
|
82.5K
$2.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
7.31KNew |
$210K - $213K
|
7.31K
$211K
|
|
|
Feb 06, 2023
Q4 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
7.31KNew |
$210K - $212K
|
7.31K
$211K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$203K - $206K
|
7.07K
$204K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7K+ 54.28% |
$201K - $204K
|
19.9K
$575K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7K+ 54.28% |
$201K - $204K
|
19.9K
$575K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
6.93KNew |
$199K - $201K
|
6.93K
$200K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
6.76KNew |
$194K - $196K
|
6.76K
$195K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.66K+ 56.71% |
$163K - $165K
|
15.6K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.55KNew |
$159K - $161K
|
5.55K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.41K+ 28.65% |
$155K - $157K
|
24.3K
$702K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
5.04K+ 0.78% |
$145K - $147K
|
649K
$18.7M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
4.87K+ 9.94% |
$140K - $141K
|
53.8K
$1.55M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 25.87% |
$138K - $140K
|
23.5K
$678K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.16K+ 51.28% |
$119K - $121K
|
12.3K
$355K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.81KNew |
$109K - $111K
|
3.81K
$110K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.63KNew |
$104K - $105K
|
3.63K
$105K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.46K+ 69.22% |
$99.3K - $101K
|
8.46K
$244K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
3.37K+ 4.83% |
$96.7K - $97.9K
|
73.1K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.97K+ 3.26% |
$85.2K - $86.3K
|
94K
$2.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.88K+ 8.61% |
$82.6K - $83.7K
|
36.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.77K+ 9.38% |
$79.5K - $80.5K
|
32.3K
$933K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
2.75K+ 8.91% |
$79K - $80.1K
|
33.7K
$973K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$71.7K - $72.6K
|
2.5K
$72.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.36K+ 0.75% |
$67.8K - $68.7K
|
318K
$9.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.31K+ 8.7% |
$66.3K - $67.2K
|
28.9K
$834K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$54.5K - $55.2K
|
1.9K
$54.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$53K - $53.7K
|
1.85K
$53.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.5K+ 3.67% |
$43.1K - $43.7K
|
42.4K
$1.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.32KNew |
$37.9K - $38.4K
|
1.32K
$38.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$36K - $36.5K
|
1.26K
$36.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.05K+ 100.0% |
$30.1K - $30.5K
|
2.1K
$60.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 5.05% |
$29.7K - $30.1K
|
21.5K
$622K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
805New |
$23.1K - $23.4K
|
805
$23.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
760+ 1.56% |
$21.8K - $22.1K
|
49.6K
$1.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
702+ 2.2% |
$20.1K - $20.4K
|
32.6K
$942K
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
695+ 1.66% |
$19.9K - $20.2K
|
42.4K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
688New |
$19.7K - $20K
|
688
$19.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
614+ 8.52% |
$17.6K - $17.8K
|
7.82K
$226K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
511+ 0.66% |
$14.7K - $14.9K
|
78.2K
$2.26M
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
505+ 4.72% |
$14.5K - $14.7K
|
11.2K
$324K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
452+ 5.89% |
$13K - $13.1K
|
8.12K
$235K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
434+ 43.71% |
$12.5K - $12.6K
|
1.43K
$41.2K
|