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 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
61.8K+ 21.38% |
$1.8M - $1.83M
|
351K
$10.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
57.5K+ 167.4% |
$1.68M - $1.71M
|
91.8K
$2.76M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
54.5K+ 8.83% |
$1.59M - $1.62M
|
672K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
52.9K+ 101.83% |
$1.55M - $1.57M
|
105K
$3.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
52.8K+ 3.75% |
$1.54M - $1.57M
|
1.46M
$44M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
50.9K+ 37.72% |
$1.49M - $1.51M
|
186K
$5.59M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
50.7K+ 3.17% |
$1.48M - $1.51M
|
1.65M
$49.6M
|
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
48.4K+ 2.1% |
$1.41M - $1.44M
|
2.35M
$70.7M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
47.2K+ 22.8% |
$1.38M - $1.4M
|
254K
$7.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
47K+ 45.12% |
$1.37M - $1.39M
|
151K
$4.54M
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
45.5K+ 28.34% |
$1.33M - $1.35M
|
206K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
45.2K+ 85.18% |
$1.32M - $1.34M
|
98.2K
$2.95M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
43.9K+ 74.32% |
$1.28M - $1.3M
|
103K
$3.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
43.8KNew |
$1.28M - $1.3M
|
43.8K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
43.4K+ 5.97% |
$1.27M - $1.29M
|
770K
$23.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
43.1K+ 15.38% |
$1.26M - $1.28M
|
323K
$9.72M
|
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
41.1K+ 56.62% |
$1.2M - $1.22M
|
114K
$3.42M
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
40.2K+ 6.78% |
$1.17M - $1.19M
|
633K
$19M
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
39.9K+ 5.17% |
$1.16M - $1.18M
|
811K
$24.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
39K+ 184.77% |
$1.14M - $1.16M
|
60.2K
$1.81M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
39K+ 2.46% |
$1.14M - $1.16M
|
1.62M
$48.8M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
38.3K+ 86.4% |
$1.12M - $1.14M
|
82.7K
$2.49M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37.9KNew |
$1.11M - $1.12M
|
37.9K
$1.14M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
37.7KNew |
$1.1M - $1.12M
|
37.7K
$1.13M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.6K+ 31.97% |
$1.1M - $1.12M
|
155K
$4.67M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
36.8K+ 407.07% |
$1.07M - $1.09M
|
45.8K
$1.38M
|
|
|
Apr 21, 2023
Q1 2023
|
Econ Financial Services Corp
|
BUY
|
- |
36.8KNew |
$1.07M - $1.09M
|
36.8K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
36.1K+ 0.96% |
$1.05M - $1.07M
|
3.81M
$115M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.8K+ 47.27% |
$1.01M - $1.03M
|
108K
$3.26M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
33.9KNew |
$991K - $1.01M
|
33.9K
$1.02M
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
33.5K+ 68.52% |
$979K - $995K
|
82.4K
$2.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
32.8K+ 67.37% |
$956K - $973K
|
81.4K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
26.7K+ 7.17% |
$779K - $792K
|
399K
$12M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26.2K+ 22.59% |
$766K - $779K
|
142K
$4.28M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
26.1K+ 16.44% |
$763K - $776K
|
185K
$5.57M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 52.04% |
$757K - $770K
|
75.7K
$2.28M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
24.8K+ 14.88% |
$724K - $736K
|
191K
$5.76M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5KNew |
$717K - $729K
|
24.5K
$738K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23.6K+ 8.17% |
$688K - $700K
|
312K
$9.39M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
22K+ 3.56% |
$642K - $653K
|
639K
$19.2M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
21.6K+ 3.79% |
$630K - $641K
|
591K
$17.8M
|
|
|
May 11, 2023
Q1 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
21.3KNew |
$621K - $632K
|
21.3K
$640K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6K+ 90.45% |
$573K - $583K
|
41.3K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.6K+ 42.19% |
$573K - $583K
|
66.1K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.5K+ 107.13% |
$570K - $580K
|
37.7K
$1.13M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$557K - $567K
|
19.1K
$574K
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
19KNew |
$554K - $564K
|
19K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18.9K+ 31.59% |
$551K - $561K
|
78.6K
$2.37M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
18.6K+ 0.81% |
$542K - $551K
|
2.31M
$69.6M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
18.4K+ 73.66% |
$537K - $547K
|
43.4K
$1.31M
|