Purchases and Sales Made in Q1 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2023. 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 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.83M+ 42.28% |
$112M - $114M
|
12.9M
$383M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
1.35M+ 66.79% |
$39.4M - $40.1M
|
3.37M
$100M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.25M+ 11.86% |
$36.6M - $37.3M
|
11.8M
$352M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.21M+ 13.18% |
$35.4M - $36M
|
10.4M
$310M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
811K+ 19099.55% |
$23.7M - $24.1M
|
816K
$24.3M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
788KNew |
$23M - $23.4M
|
788K
$23.5M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
785KNew |
$22.9M - $23.3M
|
785K
$23.4M
|
|
|
May 11, 2023
Q1 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
726KNew |
$21.2M - $21.6M
|
726K
$21.6M
|
|
|
May 10, 2023
Q1 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
684KNew |
$20M - $20.3M
|
684K
$20.4M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
567K+ 827.63% |
$16.6M - $16.8M
|
636K
$18.9M
|
|
|
Oct 23, 2024
Q1 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
502K+ 1894.9% |
$14.7M - $14.9M
|
528K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
450K+ 26.99% |
$13.1M - $13.4M
|
2.12M
$63.1M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
374K+ 170.43% |
$10.9M - $11.1M
|
593K
$17.7M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
369K+ 104.01% |
$10.8M - $11M
|
724K
$21.6M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
348K+ 133.46% |
$10.2M - $10.3M
|
609K
$18.1M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
325KNew |
$9.48M - $9.64M
|
325K
$9.67M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
BUY
|
- |
319K+ 8.2% |
$9.31M - $9.47M
|
4.21M
$125M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
314K+ 77.59% |
$9.18M - $9.34M
|
720K
$21.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
280KNew |
$8.19M - $8.33M
|
280K
$8.35M
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
243KNew |
$7.08M - $7.2M
|
243K
$7.22M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
219K+ 101.54% |
$6.39M - $6.5M
|
434K
$12.9M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
218K+ 129.39% |
$6.37M - $6.47M
|
386K
$11.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
216K+ 7.18% |
$6.32M - $6.43M
|
3.23M
$96.1M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
205K+ 4.19% |
$5.98M - $6.08M
|
5.09M
$151M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
167K+ 51.45% |
$4.86M - $4.95M
|
490K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
155KNew |
$4.51M - $4.59M
|
155K
$4.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
150K+ 45.11% |
$4.38M - $4.46M
|
483K
$14.4M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
144KNew |
$4.22M - $4.29M
|
144K
$4.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
144K+ 24.19% |
$4.2M - $4.27M
|
738K
$22M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
143K+ 2.0% |
$4.17M - $4.24M
|
7.29M
$217M
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
137K+ 40.09% |
$3.99M - $4.05M
|
477K
$14.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
134K+ 104.4% |
$3.91M - $3.98M
|
262K
$7.82M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
134KNew |
$3.91M - $3.98M
|
134K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
133K+ 2.28% |
$3.88M - $3.95M
|
5.97M
$178M
|
|
|
Apr 11, 2023
Q1 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
125K+ 11.6% |
$3.64M - $3.71M
|
1.2M
$35.8M
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
118K+ 132.13% |
$3.45M - $3.5M
|
207K
$6.17M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
114K+ 12.19% |
$3.32M - $3.38M
|
1.05M
$31.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
114KNew |
$3.32M - $3.37M
|
114K
$3.38M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
111K+ 8.43% |
$3.24M - $3.3M
|
1.43M
$42.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Fortune 45 LLC
|
BUY
|
- |
100KNew |
$2.92M - $2.97M
|
100K
$2.98M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
97.5K+ 107.77% |
$2.85M - $2.9M
|
188K
$5.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
93K+ 17.33% |
$2.72M - $2.76M
|
630K
$18.8M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
87.1K+ 58.13% |
$2.54M - $2.59M
|
237K
$7.05M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
82.1K+ 10.97% |
$2.4M - $2.44M
|
831K
$24.8M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
80.6K+ 108.28% |
$2.35M - $2.4M
|
155K
$4.62M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
79.5K+ 309.33% |
$2.32M - $2.36M
|
105K
$3.13M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
78.9KNew |
$2.3M - $2.34M
|
78.9K
$2.35M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
74.4KNew |
$2.17M - $2.21M
|
74.4K
$2.21M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
73.1KNew |
$2.13M - $2.17M
|
73.1K
$2.18M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
64.3K+ 23.7% |
$1.88M - $1.91M
|
335K
$9.99M
|