Purchases and Sales Made in Q1 2021 in Spdr Portfolio Short Term Corp (SPSB)

SPSB Quotes by TradingView

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
Jun 07, 2021 Q1 2021
Founders Capital Management

BUY
 -
750
+ 6.65%
$23.4K - $23.6K
12K $359K
Apr 21, 2021 Q1 2021
Gradient Capital Advisors, LLC

BUY
 -
731
+ 1.82%
$22.8K - $23K
40.8K $1.22M
May 17, 2021 Q1 2021
Financial Gravity Asset Management, Inc.

BUY
 -
694
New
$21.7K - $21.8K
694 $20.7K
May 07, 2021 Q1 2021
Kingfisher Capital LLC

BUY
 -
510
+ 3.28%
$15.9K - $16K
16K $479K
May 10, 2021 Q1 2021
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
500
New
$15.6K - $15.7K
500 $14.9K
Apr 29, 2021 Q1 2021
Patriot Financial Group Insurance Agency, LLC

BUY
 -
493
+ 23.36%
$15.4K - $15.5K
2.6K $77.8K
May 14, 2021 Q1 2021
Smith, Moore & Co.

Clayton, MO
BUY
 -
462
+ 2.58%
$14.4K - $14.5K
18.4K $549K
May 13, 2021 Q1 2021
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
458
+ 0.22%
$14.3K - $14.4K
205K $6.12M
Jul 16, 2021 Q1 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
456
New
$14.2K - $14.3K
456 $13.6K
May 14, 2021 Q1 2021
Northwestern Mutual Wealth Management CO

BUY
 -
394
+ 5.57%
$12.3K - $12.4K
7.46K $223K
May 14, 2021 Q1 2021
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
334
New
$10.4K - $10.5K
334 $9.98K
May 05, 2021 Q1 2021
Professional Financial Advisors, LLC

BUY
 -
332
+ 1070.97%
$10.4K - $10.4K
363 $10.8K
Apr 14, 2021 Q1 2021
Martin Capital Partners, LLC

BUY
 -
287
+ 0.17%
$8.96K - $9.01K
167K $4.99M
May 14, 2021 Q1 2021
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
285
+ 0.67%
$8.9K - $8.95K
42.8K $1.28M
Apr 28, 2021 Q1 2021
Baker Tilly Wealth Management, LLC

BUY
 -
172
+ 2.1%
$5.37K - $5.4K
8.36K $250K
Aug 10, 2023 Q1 2021
Tucker Asset Management LLC

Littleton, CO
BUY
 -
127
+ 453.57%
$3.97K - $3.99K
155 $4.63K
Apr 20, 2021 Q1 2021
Northwest Investment Counselors, LLC

BUY
 -
126
New
$3.93K - $3.96K
126 $3.76K
May 10, 2021 Q1 2021
Octavia Wealth Advisors, LLC

BUY
 -
120
+ 0.7%
$3.75K - $3.77K
17.3K $517K
Apr 20, 2021 Q1 2021
Capital Insight Partners, LLC

BUY
 -
101
+ 0.11%
$3.15K - $3.17K
95K $2.84M
May 13, 2021 Q1 2021
Prestige Wealth Management Group LLC

BUY
 -
100
New
$3.12K - $3.14K
100 $2.99K
May 13, 2021 Q1 2021
Mcf Advisors LLC

Covington, KY
BUY
 -
100
+ 7.6%
$3.12K - $3.14K
1.42K $42.3K
Apr 21, 2021 Q1 2021
Horizon Financial Services, LLC

BUY
 -
95
New
$2.97K - $2.98K
95 $2.84K
May 10, 2021 Q1 2021
Certified Advisory Corp

Altamonte Springs, FL
BUY
 -
94
+ 9.88%
$2.94K - $2.95K
1.05K $31.2K
Apr 19, 2021 Q1 2021
Compass Ion Advisors, LLC

BUY
 -
71
+ 0.33%
$2.22K - $2.23K
21.5K $643K
Apr 26, 2021 Q1 2021
Bedel Financial Consulting, Inc.

BUY
 -
38
+ 16.52%
$1.19K - $1.19K
268 $8.01K
May 17, 2021 Q1 2021
Phillips Financial Management, LLC

BUY
 -
17
+ 0.13%
$531 - $534
13.2K $394K
Apr 27, 2021 Q1 2021
Wealthpoint, LLC

BUY
 -
15
+ 0.22%
$468 - $471
6.78K $203K
Apr 29, 2021 Q1 2021
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
15
+ 0.19%
$468 - $471
8.01K $239K
May 12, 2021 Q1 2021
Cadent Capital Advisors, LLC

BUY
 -
14
+ 0.21%
$437 - $440
6.61K $198K
May 11, 2021 Q1 2021
Shoker Investment Counsel, Inc.

Oxford, OH
BUY
 -
9
+ 0.12%
$281 - $283
7.71K $230K
May 17, 2021 Q1 2021
Financial Advisory Service, Inc.

BUY
 -
3
+ 0.58%
$93.7 - $94.2
517 $15.4K
Apr 28, 2021 Q1 2021
Resonant Capital Advisors, LLC

BUY
 -
1
+ 0.01%
$31.2 - $31.4
12.2K $365K
May 12, 2021 Q1 2021
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-1
- 14.29%
$31.2 - $31.4
6 $179
May 13, 2021 Q1 2021
Hexagon Capital Partners LLC

SELL
 -
-55
- 18.46%
$1.72K - $1.73K
243 $7.26K
May 03, 2021 Q1 2021
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-65
- 3.47%
$2.03K - $2.04K
1.81K $54K
May 21, 2021 Q1 2021
Colony Group LLC

Boston, MA
SELL
 -
-74
- 1.12%
$2.31K - $2.32K
6.51K $194K
May 17, 2021 Q1 2021
Eudaimonia Partners, LLC

Winchester, TN
SELL
 -
-77
- 5.86%
$2.4K - $2.42K
1.24K $37K
May 17, 2021 Q1 2021
Eaton Vance Management

Boston, MA
SELL
 -
-80
- 1.1%
$2.5K - $2.51K
7.17K $214K
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-81
Closed
$2.53K - $2.54K
0 $0
May 07, 2021 Q1 2021
Fifth Third Bancorp

SELL
 -
-95
- 13.83%
$2.97K - $2.98K
592 $17.7K
May 17, 2021 Q1 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-107
- 1.7%
$3.34K - $3.36K
6.18K $185K
Apr 29, 2021 Q1 2021
Allworth Financial LP

SELL
 -
-145
- 26.61%
$4.53K - $4.55K
400 $12K
May 13, 2021 Q1 2021
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-222
- 6.3%
$6.93K - $6.97K
3.3K $98.6K
May 04, 2021 Q1 2021
Roosevelt Investment Group LLC

SELL
 -
-225
- 1.96%
$7.03K - $7.07K
11.3K $337K
Apr 30, 2021 Q1 2021
Signaturefd, LLC

Atlanta, GA
SELL
 -
-253
Closed
$7.9K - $7.95K
0 $0
May 05, 2021 Q1 2021
Capital Investment Advisory Services, LLC

SELL
 -
-274
- 5.53%
$8.56K - $8.61K
4.68K $140K
May 12, 2021 Q1 2021
Fca Corp

Houston, TX
SELL
 -
-289
- 0.47%
$9.03K - $9.08K
61.7K $1.84M
Apr 28, 2021 Q1 2021
J.W. Cole Advisors, Inc.

SELL
 -
-401
- 5.38%
$12.5K - $12.6K
7.05K $211K
May 05, 2021 Q1 2021
Ausdal Financial Partners, Inc.

Davenport, IA
SELL
 -
-472
- 1.94%
$14.7K - $14.8K
23.8K $712K

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