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 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
18.2KNew |
$531K - $541K
|
18.2K
$542K
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
18.1K+ 20.07% |
$529K - $538K
|
108K
$3.23M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
17.4K+ 51.89% |
$508K - $517K
|
50.9K
$1.52M
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
17.4K+ 7.27% |
$507K - $516K
|
256K
$7.63M
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
16.7K+ 55.44% |
$487K - $496K
|
46.8K
$1.39M
|
|
Apr 21, 2023
Q1 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
16.2KNew |
$472K - $480K
|
16.2K
$481K
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
15K+ 75.0% |
$438K - $446K
|
35K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.9KNew |
$435K - $442K
|
14.9K
$444K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14KNew |
$410K - $417K
|
14K
$418K
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
13.4KNew |
$391K - $397K
|
13.4K
$398K
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
12.7K+ 1522.74% |
$369K - $376K
|
13.5K
$402K
|
|
Apr 27, 2023
Q1 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
12.2K+ 4.81% |
$356K - $362K
|
266K
$7.92M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
11.9K+ 14.87% |
$348K - $354K
|
92.1K
$2.74M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.9K+ 39676.67% |
$348K - $354K
|
11.9K
$355K
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
11.7K+ 6.94% |
$342K - $348K
|
181K
$5.38M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
11.7KNew |
$342K - $347K
|
11.7K
$348K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11.3K+ 72.65% |
$331K - $336K
|
26.9K
$801K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.3K+ 4.03% |
$330K - $336K
|
292K
$8.69M
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
10.7K+ 121.31% |
$312K - $317K
|
19.5K
$580K
|
|
Apr 18, 2023
Q1 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
10K+ 1.07% |
$293K - $298K
|
947K
$28.2M
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
9.78K+ 4.98% |
$285K - $290K
|
206K
$6.14M
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
9.5K+ 36.64% |
$277K - $282K
|
35.4K
$1.06M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.43KNew |
$275K - $280K
|
9.43K
$281K
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.39KNew |
$274K - $279K
|
9.39K
$280K
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
9.35KNew |
$273K - $278K
|
9.35K
$278K
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.03K+ 9.23% |
$264K - $268K
|
107K
$3.18M
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
8.89K+ 1.44% |
$259K - $264K
|
625K
$18.6M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
8.7KNew |
$254K - $258K
|
8.7K
$259K
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
8.32K+ 0.39% |
$243K - $247K
|
2.12M
$63M
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
7.95K+ 49.6% |
$232K - $236K
|
24K
$714K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.27K+ 30.81% |
$212K - $216K
|
30.9K
$919K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.23KNew |
$211K - $215K
|
7.23K
$215K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.97K+ 18.64% |
$204K - $207K
|
44.4K
$1.32M
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
6.9KNew |
$201K - $205K
|
6.9K
$205K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.84KNew |
$200K - $203K
|
6.84K
$204K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.55K+ 3.26% |
$191K - $195K
|
208K
$6.19M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.32K+ 27.79% |
$184K - $188K
|
29K
$865K
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.91K+ 6.88% |
$172K - $175K
|
91.7K
$2.73M
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
5.82K+ 1.08% |
$170K - $173K
|
546K
$16.3M
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.67K+ 0.41% |
$166K - $168K
|
1.37M
$40.9M
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.57K+ 43.71% |
$163K - $165K
|
18.3K
$545K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.47K+ 64.1% |
$160K - $162K
|
14K
$417K
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
5.34K+ 242.58% |
$156K - $159K
|
7.55K
$225K
|
|
Apr 19, 2023
Q1 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5.32K+ 1.27% |
$155K - $158K
|
426K
$12.7M
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
4.19K+ 4.23% |
$122K - $124K
|
103K
$3.07M
|
|
Apr 05, 2023
Q1 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
4.1K+ 1.96% |
$120K - $122K
|
213K
$6.34M
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
4.08K+ 25.63% |
$119K - $121K
|
20K
$595K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
3.86K+ 10.71% |
$113K - $115K
|
39.9K
$1.19M
|
|
Jun 16, 2023
Q1 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.78K+ 5.51% |
$110K - $112K
|
72.5K
$2.16M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.58K+ 20.62% |
$105K - $106K
|
21K
$624K
|