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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-81.3K- 53.16% |
$2.37M - $2.42M
|
71.7K
$2.14M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-81.9K- 67.6% |
$2.39M - $2.43M
|
39.3K
$1.17M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-92.3K- 40.27% |
$2.7M - $2.74M
|
137K
$4.08M
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-92.6K- 80.51% |
$2.7M - $2.75M
|
22.4K
$668K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 9.06% |
$2.96M - $3.01M
|
1.02M
$30.3M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-101K- 24.83% |
$2.96M - $3.01M
|
307K
$9.15M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-105K- 13.05% |
$3.08M - $3.13M
|
703K
$21M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-108K- 42.37% |
$3.15M - $3.21M
|
147K
$4.38M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-109K- 38.02% |
$3.18M - $3.23M
|
177K
$5.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-116K- 74.32% |
$3.39M - $3.45M
|
40.2K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-119K- 42.36% |
$3.49M - $3.55M
|
162K
$4.84M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-135K- 65.7% |
$3.95M - $4.02M
|
70.6K
$2.11M
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-139K- 78.26% |
$4.06M - $4.13M
|
38.6K
$1.15M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-163K- 83.1% |
$4.75M - $4.83M
|
33.1K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-189K- 53.15% |
$5.52M - $5.61M
|
167K
$4.96M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-193K- 19.13% |
$5.62M - $5.72M
|
814K
$24.3M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-193K- 4.42% |
$5.65M - $5.74M
|
4.18M
$125M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-201K- 57.17% |
$5.86M - $5.96M
|
150K
$4.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-235K- 78.88% |
$6.87M - $6.99M
|
63K
$1.88M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-250K- 50.26% |
$7.3M - $7.42M
|
247K
$7.38M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-254K- 57.27% |
$7.42M - $7.55M
|
190K
$5.65M
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-257K- 81.94% |
$7.5M - $7.63M
|
56.6K
$1.69M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-260K- 33.42% |
$7.59M - $7.72M
|
518K
$15.4M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-275K- 84.61% |
$8.02M - $8.16M
|
50K
$1.49M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-293K- 9.42% |
$8.55M - $8.7M
|
2.82M
$84M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-316K- 29.74% |
$9.22M - $9.37M
|
746K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-592K- 77.74% |
$17.3M - $17.6M
|
169K
$5.05M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-838K- 89.02% |
$24.5M - $24.9M
|
103K
$3.08M
|
|
|
May 12, 2023
Q1 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-1.04M- 89.11% |
$30.3M - $30.9M
|
127K
$3.79M
|
|
|
May 10, 2023
Q1 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.08M- 35.16% |
$31.5M - $32M
|
1.99M
$59.3M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.26M- 23.48% |
$36.7M - $37.4M
|
4.1M
$122M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.38M- 36.51% |
$40.4M - $41.1M
|
2.41M
$71.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.55M- 98.27% |
$45.2M - $46M
|
27.2K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.96M- 99.25% |
$57.2M - $58.1M
|
14.8K
$443K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.98M- 86.8% |
$57.9M - $58.9M
|
302K
$9M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.29M- 30.39% |
$96M - $97.7M
|
7.53M
$224M
|