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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
10.3KNew |
$309K - $318K
|
10.3K
$306K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.2K+ 18.0% |
$308K - $317K
|
67.1K
$2M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
10.1KNew |
$305K - $314K
|
10.1K
$303K
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
10KNew |
$301K - $310K
|
10K
$299K
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
10KNew |
$301K - $309K
|
10K
$299K
|
|
|
Apr 13, 2022
Q1 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
9.58K+ 5.27% |
$288K - $297K
|
191K
$5.71M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
9.51K+ 2.4% |
$286K - $294K
|
407K
$12.1M
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.44KNew |
$284K - $292K
|
9.44K
$282K
|
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
9.4KNew |
$283K - $291K
|
9.4K
$281K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.4K+ 17.51% |
$283K - $291K
|
63.1K
$1.88M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
9.06KNew |
$272K - $280K
|
9.06K
$270K
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
8.81K+ 1.13% |
$265K - $273K
|
789K
$23.6M
|
|
|
Apr 26, 2022
Q1 2022
|
West End Advisors, LLC
|
BUY
|
- |
8.79K+ 0.22% |
$264K - $272K
|
4.02M
$120M
|
|
|
May 11, 2022
Q1 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
8.61KNew |
$259K - $266K
|
8.61K
$257K
|
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
8.57KNew |
$258K - $265K
|
8.57K
$256K
|
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8.1K+ 55.62% |
$243K - $251K
|
22.7K
$676K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
BUY
|
- |
8K+ 39.98% |
$241K - $248K
|
28K
$836K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
7.29KNew |
$219K - $226K
|
7.29K
$218K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
7.26KNew |
$218K - $225K
|
7.26K
$217K
|
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.26K+ 57.72% |
$218K - $225K
|
19.8K
$592K
|
|
|
May 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.19KNew |
$216K - $222K
|
7.19K
$215K
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
7.19K+ 3.27% |
$216K - $222K
|
227K
$6.77M
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.18K+ 3.44% |
$216K - $222K
|
216K
$6.44M
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
7.1KNew |
$214K - $220K
|
7.1K
$212K
|
|
|
May 09, 2022
Q1 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
7.01K+ 0.99% |
$211K - $217K
|
712K
$21.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.61K+ 11.99% |
$199K - $204K
|
61.7K
$1.84M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
6.55K+ 2.9% |
$197K - $203K
|
233K
$6.94M
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.48K+ 19.11% |
$195K - $200K
|
40.4K
$1.21M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.32K+ 3.8% |
$190K - $196K
|
173K
$5.15M
|
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.24K+ 0.45% |
$188K - $193K
|
1.38M
$41.3M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.23K+ 23.99% |
$187K - $193K
|
32.2K
$960K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.02K+ 15.63% |
$181K - $186K
|
44.6K
$1.33M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.66K+ 25.59% |
$170K - $175K
|
27.8K
$829K
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
5.65K+ 11.5% |
$170K - $175K
|
54.8K
$1.63M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
5.36K+ 8.87% |
$161K - $166K
|
65.8K
$1.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
5.18K+ 34.82% |
$156K - $160K
|
20K
$598K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.97K+ 3.68% |
$149K - $154K
|
140K
$4.18M
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.78K+ 2717.61% |
$144K - $148K
|
4.96K
$148K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.78K+ 0.07% |
$144K - $148K
|
6.87M
$205M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.73K+ 44.66% |
$142K - $146K
|
15.3K
$457K
|
|
|
Apr 26, 2022
Q1 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
4.61K+ 5.64% |
$139K - $143K
|
86.4K
$2.58M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
4.6K+ 20.33% |
$138K - $142K
|
27.2K
$812K
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.42K+ 6.46% |
$133K - $137K
|
72.8K
$2.17M
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
4.36K+ 24.93% |
$131K - $135K
|
21.9K
$653K
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
4.06K+ 3.19% |
$122K - $126K
|
131K
$3.92M
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.03K+ 20.46% |
$121K - $125K
|
23.7K
$708K
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
4.01K+ 16.14% |
$120K - $124K
|
28.8K
$860K
|
|
|
Apr 08, 2022
Q1 2022
|
Marion Wealth Management
|
BUY
|
- |
3.98K+ 1.22% |
$120K - $123K
|
331K
$9.88M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.86K+ 51.13% |
$116K - $119K
|
11.4K
$341K
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
BUY
|
- |
3.73K+ 45.02% |
$112K - $115K
|
12K
$359K
|