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 |
---|---|---|---|---|---|---|---|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.5K+ 83.75% |
$422K - $425K
|
29.7K
$887K
|
|
May 17, 2021
Q1 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$421K - $423K
|
13.5K
$403K
|
|
Apr 30, 2021
Q1 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
13.4KNew |
$418K - $420K
|
13.4K
$400K
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13.3K+ 19.31% |
$415K - $417K
|
82K
$2.45M
|
|
May 17, 2021
Q1 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.1K+ 9.87% |
$409K - $411K
|
146K
$4.35M
|
|
May 06, 2021
Q1 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
12.9KNew |
$403K - $405K
|
12.9K
$385K
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
12.7K+ 74.5% |
$396K - $398K
|
29.7K
$886K
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12.5K+ 30.22% |
$389K - $391K
|
53.6K
$1.6M
|
|
Apr 19, 2021
Q1 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
11.8K+ 28.18% |
$367K - $370K
|
53.5K
$1.6M
|
|
May 07, 2021
Q1 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.6K+ 73.54% |
$363K - $365K
|
27.5K
$820K
|
|
Apr 30, 2021
Q1 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11.5K+ 10.05% |
$361K - $363K
|
126K
$3.78M
|
|
Apr 27, 2021
Q1 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
11.2K+ 117.89% |
$350K - $352K
|
20.7K
$619K
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.9K+ 31.19% |
$341K - $343K
|
45.9K
$1.37M
|
|
May 10, 2021
Q1 2021
|
Navalign, LLC
|
BUY
|
- |
10.4KNew |
$326K - $328K
|
10.4K
$312K
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.3KNew |
$320K - $322K
|
10.3K
$307K
|
|
Apr 29, 2021
Q1 2021
|
Vigilare Wealth Management
|
BUY
|
- |
10.2K+ 101.52% |
$319K - $320K
|
20.3K
$605K
|
|
May 04, 2021
Q1 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
10.1KNew |
$317K - $318K
|
10.1K
$303K
|
|
Apr 23, 2021
Q1 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
9.93KNew |
$310K - $312K
|
9.93K
$297K
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.88KNew |
$308K - $310K
|
9.88K
$295K
|
|
May 17, 2021
Q1 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.73KNew |
$304K - $306K
|
9.73K
$291K
|
|
May 12, 2021
Q1 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.6KNew |
$300K - $301K
|
9.6K
$287K
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
9.32K+ 86.24% |
$291K - $293K
|
20.1K
$601K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
9.23K+ 3.52% |
$288K - $290K
|
272K
$8.12M
|
|
Apr 07, 2021
Q1 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
9.04K+ 18.49% |
$282K - $284K
|
57.9K
$1.73M
|
|
Apr 30, 2021
Q1 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
8.76KNew |
$274K - $275K
|
8.76K
$262K
|
|
Apr 23, 2021
Q1 2021
|
Columbus Macro, LLC
|
BUY
|
- |
8.45K+ 7.69% |
$264K - $265K
|
118K
$3.54M
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
8.09KNew |
$253K - $254K
|
8.09K
$242K
|
|
May 13, 2021
Q1 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.52K+ 4.55% |
$235K - $236K
|
173K
$5.16M
|
|
May 14, 2021
Q1 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
7.5KNew |
$234K - $236K
|
7.5K
$224K
|
|
May 03, 2021
Q1 2021
|
Excalibur Management Corp
|
BUY
|
- |
7.34K+ 8.59% |
$229K - $230K
|
92.7K
$2.77M
|
|
Apr 13, 2021
Q1 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.23K+ 4.52% |
$226K - $227K
|
167K
$4.99M
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.18K+ 3.27% |
$224K - $226K
|
227K
$6.78M
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
7.08K+ 57.37% |
$221K - $222K
|
19.4K
$580K
|
|
Apr 28, 2021
Q1 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
6.94K+ 121.38% |
$217K - $218K
|
12.7K
$378K
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.57KNew |
$205K - $206K
|
6.57K
$196K
|
|
May 06, 2021
Q1 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
6.5K+ 3.65% |
$203K - $204K
|
185K
$5.52M
|
|
May 14, 2021
Q1 2021
|
Wfa Of San Diego, LLC
|
BUY
|
- |
6.46KNew |
$202K - $203K
|
6.46K
$193K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.17K+ 0.3% |
$193K - $194K
|
2.05M
$61.4M
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.01K+ 7.51% |
$188K - $189K
|
86.1K
$2.57M
|
|
Feb 22, 2022
Q1 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
5.99K+ 34.15% |
$187K - $188K
|
23.5K
$703K
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.99K+ 7.11% |
$187K - $188K
|
90.2K
$2.69M
|
|
May 17, 2021
Q1 2021
|
Cooper Financial Group
|
BUY
|
- |
5.99K+ 12.45% |
$187K - $188K
|
54K
$1.61M
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
5.88K+ 5.92% |
$184K - $185K
|
105K
$3.14M
|
|
May 04, 2021
Q1 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
5.65KNew |
$176K - $177K
|
5.65K
$169K
|
|
Apr 27, 2021
Q1 2021
|
Eukles Asset Management
|
BUY
|
- |
5.56K+ 4.75% |
$174K - $175K
|
123K
$3.66M
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.56K+ 2.22% |
$174K - $175K
|
256K
$7.65M
|
|
May 06, 2021
Q1 2021
|
Financial Management Network Inc
|
BUY
|
- |
5.31K+ 38.44% |
$166K - $167K
|
19.1K
$572K
|
|
May 10, 2021
Q1 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.23K+ 11.5% |
$163K - $164K
|
50.7K
$1.51M
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.17K+ 74.03% |
$161K - $162K
|
12.2K
$363K
|
|
Apr 12, 2021
Q1 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.05K+ 48.0% |
$158K - $159K
|
15.6K
$465K
|