Latest Institutional Purchases of Spdr Portfolio Short Term Trea (SPTS)
This list provides information on the latest institutional transactions involving Spdr Portfolio Short Term Trea (SPTS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Tri Star Advisors Inc.
|
BUY
|
- |
17.9KNew |
$513K - $526K
|
17.9K
$521K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$325K - $333K
|
11.3K
$330K
|
|
|
May 04, 2023
Q1 2023
|
Barber Financial Group, Inc.
|
BUY
|
- |
10.9K+ 6.69% |
$312K - $320K
|
173K
$5.04M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.4KNew |
$212K - $217K
|
7.4K
$215K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.88KNew |
$82.5K - $84.6K
|
2.88K
$83.8K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.71KNew |
$77.6K - $79.6K
|
2.71K
$78.8K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.63KNew |
$46.6K - $47.7K
|
1.63K
$47.3K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.44KNew |
$41.1K - $42.1K
|
1.44K
$41.7K
|
|
|
Apr 25, 2023
Q1 2023
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
1.4K+ 2.05% |
$40.1K - $41.1K
|
69.7K
$2.03M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
377New |
$10.8K - $11.1K
|
377
$11K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
295New |
$8.45K - $8.66K
|
295
$8.58K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
241New |
$6.9K - $7.08K
|
241
$7.01K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
124New |
$3.55K - $3.64K
|
124
$3.61K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
33New |
$945 - $969
|
33
$960
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
32+ 0.4% |
$916 - $940
|
8.07K
$235K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
220KNew |
$6.31M - $6.4M
|
220K
$6.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
CALL |
83.2KNew |
$2.39M - $2.42M
|
83.2K
$2.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
69.2KNew |
$1.99M - $2.01M
|
69.2K
$2.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
33.3KNew |
$955K - $968K
|
33.3K
$968K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
20KNew |
$574K - $582K
|
20K
$582K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
13.5K+ 16.8% |
$389K - $394K
|
94.2K
$2.74M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
11.5KNew |
$330K - $334K
|
11.5K
$335K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$288K - $292K
|
10K
$292K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
8.97KNew |
$257K - $261K
|
8.97K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Stadion Money Management, LLC
Watkinsville, GA |
BUY
|
- |
7.91K+ 1.4% |
$227K - $230K
|
572K
$16.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$203K - $206K
|
7.07K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
6.93KNew |
$199K - $201K
|
6.93K
$201K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.83K+ 25.87% |
$138K - $140K
|
23.5K
$683K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$71.7K - $72.6K
|
2.5K
$72.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.9KNew |
$54.5K - $55.2K
|
1.9K
$55.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1.85KNew |
$53K - $53.7K
|
1.85K
$53.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.26KNew |
$36K - $36.5K
|
1.26K
$36.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.05K+ 100.0% |
$30.1K - $30.5K
|
2.1K
$61K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 5.05% |
$29.7K - $30.1K
|
21.5K
$626K
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
805New |
$23.1K - $23.4K
|
805
$23.4K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
319+ 44.37% |
$9.16K - $9.27K
|
1.04K
$30.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
298New |
$8.55K - $8.66K
|
298
$8.67K
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
74New |
$2.12K - $2.15K
|
74
$2.15K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
42New |
$1.21K - $1.22K
|
42
$1.22K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$373 - $378
|
13
$378
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
41.1KNew |
$1.19M - $1.22M
|
41.1K
$1.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
30.1K+ 5.86% |
$867K - $889K
|
543K
$15.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
25KNew |
$721K - $739K
|
25K
$727K
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
20.3KNew |
$585K - $599K
|
20.3K
$589K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
19.7KNew |
$569K - $584K
|
19.7K
$574K
|
|
|
Nov 03, 2022
Q3 2022
|
Resource Planning Group
|
BUY
|
- |
18.6KNew |
$536K - $549K
|
18.6K
$540K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.09KNew |
$176K - $180K
|
6.09K
$177K
|
|
|
Oct 05, 2022
Q3 2022
|
Savior LLC
|
BUY
|
- |
4KNew |
$115K - $118K
|
4K
$116K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.87KNew |
$53.9K - $55.3K
|
1.87K
$54.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.73K+ 9.62% |
$50K - $51.3K
|
19.8K
$574K
|
|