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 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-478Closed |
$14.9K - $15K
|
0
$0
|
|
Apr 15, 2021
Q1 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-700- 1.87% |
$21.9K - $22K
|
36.8K
$1.1M
|
|
May 17, 2021
Q1 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-749- 4.91% |
$23.4K - $23.5K
|
14.5K
$434K
|
|
May 12, 2021
Q1 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-882- 5.76% |
$27.5K - $27.7K
|
14.4K
$431K
|
|
Apr 23, 2021
Q1 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1K- 26.48% |
$31.2K - $31.4K
|
2.78K
$82.9K
|
|
May 14, 2021
Q1 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.01K- 17.06% |
$31.4K - $31.6K
|
4.89K
$146K
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.02K- 35.01% |
$31.9K - $32.1K
|
1.9K
$56.6K
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.14K- 28.27% |
$35.7K - $35.9K
|
2.9K
$86.7K
|
|
Apr 23, 2021
Q1 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.19K- 9.13% |
$37.2K - $37.4K
|
11.8K
$354K
|
|
May 04, 2021
Q1 2021
|
Retirement Group, LLC
|
SELL
|
- |
-1.22K- 3.46% |
$38.1K - $38.4K
|
34.1K
$1.02M
|
|
May 18, 2021
Q1 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.22K- 4.02% |
$38.1K - $38.4K
|
29.1K
$870K
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-1.26K- 8.92% |
$39.4K - $39.7K
|
12.9K
$385K
|
|
Apr 21, 2021
Q1 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.32K- 6.62% |
$41.1K - $41.3K
|
18.5K
$554K
|
|
Apr 13, 2021
Q1 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.43K- 7.66% |
$44.8K - $45K
|
17.3K
$517K
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-1.47K- 21.17% |
$45.9K - $46.2K
|
5.47K
$164K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.49KClosed |
$46.6K - $46.9K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Savior LLC
|
SELL
|
- |
-1.52K- 78.35% |
$47.3K - $47.6K
|
419
$12.5K
|
|
May 17, 2021
Q1 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.64K- 2.72% |
$51.3K - $51.6K
|
58.8K
$1.76M
|
|
Apr 26, 2021
Q1 2021
|
Whittier Trust CO
|
SELL
|
- |
-1.78K- 5.84% |
$55.7K - $56K
|
28.7K
$859K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.79KClosed |
$55.9K - $56.2K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.81K- 2.38% |
$56.4K - $56.7K
|
74.2K
$2.22M
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.1K- 11.24% |
$65.5K - $65.9K
|
16.6K
$495K
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.11KClosed |
$65.8K - $66.2K
|
0
$0
|
|
Apr 14, 2021
Q1 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.13K- 2.28% |
$66.4K - $66.8K
|
91.1K
$2.72M
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.15KClosed |
$67.2K - $67.6K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
SELL
|
- |
-2.16K- 20.26% |
$67.4K - $67.8K
|
8.49K
$254K
|
|
Apr 21, 2021
Q1 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.24K- 14.61% |
$69.8K - $70.2K
|
13.1K
$390K
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.27K- 4.13% |
$70.9K - $71.3K
|
52.7K
$1.58M
|
|
May 04, 2021
Q1 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.32K- 20.61% |
$72.5K - $72.9K
|
8.94K
$267K
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.35K- 24.28% |
$73.3K - $73.7K
|
7.32K
$219K
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.4KClosed |
$75K - $75.4K
|
0
$0
|
|
Apr 06, 2021
Q1 2021
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.46K- 3.09% |
$76.7K - $77.1K
|
76.9K
$2.3M
|
|
Apr 28, 2021
Q1 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-2.54K- 7.36% |
$79.4K - $79.9K
|
32K
$956K
|
|
May 04, 2021
Q1 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.57K- 19.94% |
$80.1K - $80.6K
|
10.3K
$308K
|
|
May 05, 2021
Q1 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.66K- 20.38% |
$83K - $83.5K
|
10.4K
$310K
|
|
Apr 29, 2021
Q1 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.67K- 0.74% |
$83.3K - $83.8K
|
357K
$10.7M
|
|
May 07, 2021
Q1 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-2.79K- 27.1% |
$87.2K - $87.7K
|
7.51K
$224K
|
|
Apr 29, 2021
Q1 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.96K- 6.91% |
$92.5K - $93.1K
|
39.9K
$1.19M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.99K- 10.88% |
$93.4K - $93.9K
|
24.5K
$732K
|
|
Apr 13, 2021
Q1 2021
|
Keudell
|
SELL
|
- |
-3.06K- 11.79% |
$95.4K - $96K
|
22.9K
$683K
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.15KClosed |
$98.4K - $99K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-3.18K- 2.5% |
$99.2K - $99.7K
|
124K
$3.7M
|
|
May 05, 2021
Q1 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-3.27K- 65.1% |
$102K - $103K
|
1.75K
$52.3K
|
|
Apr 19, 2024
Q1 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 13.53% |
$109K - $110K
|
22.3K
$667K
|
|
Apr 23, 2021
Q1 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-3.68K- 4.6% |
$115K - $116K
|
76.5K
$2.28M
|
|
May 14, 2021
Q1 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.71K- 6.09% |
$116K - $116K
|
57.1K
$1.71M
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-3.85KClosed |
$120K - $121K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-3.96K- 65.5% |
$124K - $124K
|
2.09K
$62.4K
|
|
May 11, 2021
Q1 2021
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-4.03K- 20.24% |
$126K - $126K
|
15.9K
$474K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-4.1KClosed |
$128K - $129K
|
0
$0
|