Purchases and Sales Made in Q1 2021 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM CORP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.69M+ 118.43% |
$115M - $116M
|
6.81M
$204M
|
|
May 13, 2021
Q1 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.42M+ 73358.17% |
$44.5M - $44.7M
|
1.43M
$42.7M
|
|
May 06, 2021
Q1 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
1.29M+ 38.02% |
$40.1M - $40.4M
|
4.67M
$140M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
715K+ 30.22% |
$22.3M - $22.5M
|
3.08M
$92.4M
|
|
May 07, 2021
Q1 2021
|
Iron Financial, LLC
|
BUY
|
- |
706KNew |
$22.1M - $22.2M
|
706K
$21.2M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
652K+ 311.38% |
$20.4M - $20.5M
|
862K
$25.8M
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
603K+ 72.51% |
$18.8M - $18.9M
|
1.43M
$43M
|
|
Apr 27, 2021
Q1 2021
|
West End Advisors, LLC
|
BUY
|
- |
509K+ 26.66% |
$15.9M - $16M
|
2.42M
$72.4M
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
506K+ 14.95% |
$15.8M - $15.9M
|
3.89M
$117M
|
|
Apr 27, 2021
Q1 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
482K+ 2.43% |
$15.1M - $15.1M
|
20.3M
$609M
|
|
Apr 30, 2021
Q1 2021
|
D. Scott Neal, Inc.
|
BUY
|
- |
396KNew |
$12.4M - $12.4M
|
396K
$11.9M
|
|
May 11, 2021
Q1 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
330K+ 114.97% |
$10.3M - $10.4M
|
616K
$18.5M
|
|
May 14, 2021
Q1 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
295KNew |
$9.22M - $9.28M
|
295K
$8.85M
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
268K+ 29.79% |
$8.37M - $8.41M
|
1.17M
$35M
|
|
May 17, 2021
Q1 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
251KNew |
$7.83M - $7.88M
|
251K
$7.52M
|
|
May 26, 2021
Q1 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
241KNew |
$7.53M - $7.57M
|
241K
$7.22M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
226K+ 14.73% |
$7.05M - $7.09M
|
1.76M
$52.7M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
216K+ 20.23% |
$6.74M - $6.78M
|
1.28M
$38.4M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
206K+ 893.43% |
$6.43M - $6.46M
|
229K
$6.86M
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
BUY
|
- |
199KNew |
$6.21M - $6.24M
|
199K
$5.96M
|
|
Sep 13, 2021
Q1 2021
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
175K+ 14.43% |
$5.47M - $5.5M
|
1.39M
$41.6M
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
173K+ 985.4% |
$5.4M - $5.43M
|
191K
$5.71M
|
|
May 04, 2021
Q1 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
170K+ 2.84% |
$5.32M - $5.35M
|
6.17M
$185M
|
|
May 07, 2021
Q1 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
155KNew |
$4.85M - $4.88M
|
155K
$4.66M
|
|
May 26, 2021
Q1 2021
|
Members Trust CO
|
BUY
|
- |
150K+ 3.51% |
$4.68M - $4.7M
|
4.42M
$132M
|
|
May 14, 2021
Q1 2021
|
Rock Creek Group, LP
|
BUY
|
- |
145KNew |
$4.53M - $4.56M
|
145K
$4.35M
|
|
May 06, 2021
Q1 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
141K+ 921.72% |
$4.39M - $4.42M
|
156K
$4.67M
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
123K+ 9.63% |
$3.85M - $3.87M
|
1.4M
$42.1M
|
|
May 10, 2021
Q1 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
121K+ 144.74% |
$3.77M - $3.8M
|
204K
$6.12M
|
|
May 04, 2021
Q1 2021
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
119K+ 9.78% |
$3.72M - $3.74M
|
1.34M
$40M
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
116K+ 70.03% |
$3.63M - $3.65M
|
282K
$8.46M
|
|
Apr 28, 2021
Q1 2021
|
Orca Investment Management, LLC
|
BUY
|
- |
116KNew |
$3.63M - $3.65M
|
116K
$3.48M
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
115K+ 141.75% |
$3.6M - $3.62M
|
197K
$5.89M
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
109K+ 51.01% |
$3.41M - $3.43M
|
323K
$9.68M
|
|
Apr 21, 2021
Q1 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
106K+ 0.56% |
$3.32M - $3.34M
|
19.1M
$571M
|
|
May 07, 2021
Q1 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
103K+ 8.8% |
$3.23M - $3.25M
|
1.28M
$38.3M
|
|
May 17, 2021
Q1 2021
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
103K+ 79.62% |
$3.22M - $3.24M
|
233K
$6.98M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.8K+ 2.68% |
$2.93M - $2.95M
|
3.59M
$108M
|
|
May 07, 2021
Q1 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
87.9K+ 10.38% |
$2.75M - $2.76M
|
935K
$28M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
83.2K+ 66.81% |
$2.6M - $2.61M
|
208K
$6.22M
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
77.2K+ 131.54% |
$2.41M - $2.42M
|
136K
$4.07M
|
|
May 14, 2021
Q1 2021
|
Old Mission Capital LLC
|
BUY
|
- |
76.4KNew |
$2.39M - $2.4M
|
76.4K
$2.29M
|
|
May 17, 2021
Q1 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
75.2KNew |
$2.35M - $2.36M
|
75.2K
$2.25M
|
|
Apr 16, 2021
Q1 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
72.8K+ 24.02% |
$2.27M - $2.29M
|
376K
$11.3M
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
67.6K+ 13.5% |
$2.11M - $2.12M
|
568K
$17M
|
|
Apr 20, 2021
Q1 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
64.3K+ 26.25% |
$2.01M - $2.02M
|
309K
$9.26M
|
|
May 26, 2023
Q1 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
58.7K+ 39.8% |
$1.83M - $1.84M
|
206K
$6.18M
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
55.7K+ 26.56% |
$1.74M - $1.75M
|
265K
$7.95M
|
|
Apr 29, 2021
Q1 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
55.1K+ 40.24% |
$1.72M - $1.73M
|
192K
$5.75M
|
|
Apr 23, 2021
Q1 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
51.1K+ 81.04% |
$1.6M - $1.61M
|
114K
$3.42M
|