Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.34KClosed |
$223K - $225K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-3.12KClosed |
$94.8K - $95.5K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.2K- 7.37% |
$36.5K - $36.8K
|
15.1K
$437K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-773Closed |
$23.5K - $23.7K
|
0
$0
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-610Closed |
$18.6K - $18.7K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-215Closed |
$6.54K - $6.59K
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-166Closed |
$5.05K - $5.09K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-10Closed |
$304 - $306
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-149KClosed |
$4.57M - $4.59M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-26.7KClosed |
$819K - $821K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-11.7KClosed |
$358K - $359K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.05KClosed |
$277K - $278K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-8.14KClosed |
$249K - $250K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7.51KClosed |
$230K - $230K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-6.64KClosed |
$203K - $204K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q2 2021 | |||||||
Aug 17, 2021
Q2 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-261KClosed |
$7.99M - $8.01M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Collective Family Office LLC
|
SELL
|
- |
-32.6KClosed |
$997K - $1M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.67KClosed |
$266K - $266K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-522Closed |
$16K - $16K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-219Closed |
$6.71K - $6.72K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-171Closed |
$5.24K - $5.25K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-156KClosed |
$4.78M - $4.79M
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-69.2KClosed |
$2.12M - $2.12M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-28.2KClosed |
$865K - $867K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-27.4KClosed |
$841K - $842K
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-19.4KClosed |
$593K - $595K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-11.6KClosed |
$355K - $356K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-11.3KClosed |
$347K - $347K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-8.74KClosed |
$268K - $268K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-8.65KClosed |
$265K - $266K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Forbes J M & CO LLP
|
SELL
|
- |
-7.61KClosed |
$233K - $234K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.94KClosed |
$213K - $213K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-6.6KClosed |
$202K - $203K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.46KClosed |
$75.5K - $75.6K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-710Closed |
$21.8K - $21.8K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-592Closed |
$18.1K - $18.2K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-69Closed |
$2.11K - $2.12K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Goal Vest Advisory LLC
|
SELL
|
- |
-44Closed |
$1.35K - $1.35K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1Closed |
$30.6 - $30.7
|
0
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-98.6KClosed |
$3.02M - $3.03M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Stansberry Asset Management, LLC
New York, NY |
SELL
|
- |
-68.5KClosed |
$2.1M - $2.1M
|
0
$0
|
|
Jan 13, 2021
Q4 2020
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-68KClosed |
$2.08M - $2.09M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-13.6KClosed |
$417K - $418K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-7.56KClosed |
$232K - $232K
|
0
$0
|
|
May 15, 2024
Q4 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-4.92KClosed |
$151K - $151K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.38KClosed |
$103K - $104K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.71KClosed |
$52.4K - $52.5K
|
0
$0
|
|
Mar 05, 2021
Q4 2020
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-36Closed |
$1.1K - $1.11K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 27, 2020
Q3 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-35.1KClosed |
$1.08M - $1.08M
|
0
$0
|