Purchases and Sales Made in Q1 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2022. 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 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
45.1K+ 9.6% |
$1.36M - $1.4M
|
515K
$15.4M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
43.1K+ 6.08% |
$1.3M - $1.33M
|
752K
$22.5M
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
38.8K+ 13.92% |
$1.17M - $1.2M
|
318K
$9.51M
|
|
Apr 12, 2022
Q1 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
38.8K+ 167.2% |
$1.17M - $1.2M
|
62K
$1.85M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
37.7K+ 9.39% |
$1.13M - $1.17M
|
439K
$13.1M
|
|
May 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
35K+ 19.5% |
$1.05M - $1.08M
|
215K
$6.42M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
33.7K+ 19.84% |
$1.01M - $1.04M
|
203K
$6.09M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.1KNew |
$996K - $1.02M
|
33.1K
$991K
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33K+ 25.34% |
$993K - $1.02M
|
163K
$4.89M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31.8K+ 98.75% |
$957K - $985K
|
64K
$1.92M
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
31.7K+ 91.13% |
$954K - $982K
|
66.5K
$1.99M
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
29.8KNew |
$895K - $921K
|
29.8K
$890K
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
29.7KNew |
$892K - $918K
|
29.7K
$888K
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
28.7K+ 73.56% |
$863K - $888K
|
67.7K
$2.03M
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
28.4K+ 17.35% |
$854K - $879K
|
192K
$5.75M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.6K+ 16.46% |
$831K - $855K
|
196K
$5.85M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
26.6KNew |
$801K - $824K
|
26.6K
$797K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
26.6KNew |
$798K - $822K
|
26.6K
$794K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.2K+ 10.47% |
$787K - $810K
|
276K
$8.26M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25.6K+ 12.54% |
$771K - $794K
|
230K
$6.89M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.4K+ 12.32% |
$764K - $786K
|
232K
$6.93M
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
25.4K+ 0.36% |
$764K - $786K
|
7.12M
$213M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.6KNew |
$710K - $730K
|
23.6K
$706K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
BUY
|
- |
23.5K+ 180653.84% |
$706K - $727K
|
23.5K
$703K
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
22.9K+ 3.15% |
$690K - $710K
|
752K
$22.5M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
21.7K+ 4.38% |
$653K - $672K
|
517K
$15.5M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
21.5KNew |
$647K - $666K
|
21.5K
$644K
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
20K+ 2.38% |
$602K - $620K
|
862K
$25.8M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 12.47% |
$572K - $588K
|
171K
$5.13M
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
18.7K+ 2.68% |
$562K - $579K
|
718K
$21.5M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
18.5K+ 4.58% |
$556K - $572K
|
422K
$12.6M
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.5K+ 12.16% |
$556K - $572K
|
171K
$5.1M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
16.9KNew |
$508K - $522K
|
16.9K
$505K
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
16KNew |
$481K - $495K
|
16K
$479K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
15.9KNew |
$479K - $493K
|
15.9K
$477K
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
15.5K+ 133.48% |
$467K - $481K
|
27.2K
$813K
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.4KNew |
$462K - $476K
|
15.4K
$460K
|
|
Apr 18, 2022
Q1 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
15.3K+ 1.95% |
$460K - $473K
|
799K
$23.9M
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
15K+ 30.62% |
$451K - $464K
|
64K
$1.91M
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
15K+ 23.56% |
$450K - $463K
|
78.5K
$2.35M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$430K - $442K
|
14.3K
$428K
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
14.1K+ 12.23% |
$424K - $436K
|
129K
$3.87M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
13.3K+ 6.01% |
$399K - $411K
|
234K
$7M
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
13.2K+ 7.33% |
$397K - $408K
|
193K
$5.78M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.8K+ 10.14% |
$385K - $396K
|
139K
$4.16M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12.2KNew |
$368K - $378K
|
12.2K
$366K
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
12.2K+ 1.62% |
$368K - $378K
|
765K
$22.9M
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.7KNew |
$352K - $362K
|
11.7K
$350K
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
11K+ 105.64% |
$330K - $339K
|
21.4K
$639K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.8K+ 3.9% |
$325K - $335K
|
288K
$8.62M
|