Purchases and Sales Made in Q1 2023 in Spdr Portfolio Short Term Corp (SPSB)

SPSB Quotes by TradingView

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 03, 2023 Q1 2023
Compass Financial Group, Inc.

BUY
 -
3.48K
+ 1.66%
$101K - $103K
213K $6.33M
Apr 05, 2023 Q1 2023
Astoria Portfolio Advisors Llc.

BUY
 -
3.37K
+ 3.03%
$98.3K - $100K
115K $3.41M
Apr 17, 2023 Q1 2023
Garrett Wealth Advisory Group, LLC

BUY
 -
3.14K
+ 3.3%
$91.7K - $93.3K
98.2K $2.92M
Apr 12, 2023 Q1 2023
Wj Wealth Management, LLC

BUY
 -
3.11K
+ 19.4%
$90.8K - $92.4K
19.1K $570K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
2.95K
New
$86.2K - $87.7K
2.95K $87.9K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

BUY
 -
2.83K
+ 4.38%
$82.7K - $84.1K
67.5K $2.01M
May 12, 2023 Q1 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
2.72K
+ 20.45%
$79.3K - $80.7K
16K $476K
Sep 04, 2024 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
2.49K
+ 3.53%
$72.7K - $74K
73.1K $2.18M
May 12, 2023 Q1 2023
Mas Advisors LLC

Miami, FL
BUY
 -
2.49K
+ 3.53%
$72.7K - $74K
73.1K $2.18M
May 18, 2023 Q1 2023
Courier Capital LLC

BUY
 -
2.46K
+ 3.24%
$71.7K - $73K
78.3K $2.33M
Apr 12, 2023 Q1 2023
Baker Tilly Wealth Management, LLC

BUY
 -
2.29K
+ 12.9%
$67K - $68.1K
20.1K $598K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
2.29K
New
$67K - $68.1K
2.29K $68.3K
Apr 14, 2023 Q1 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
2.26K
+ 10.49%
$66K - $67.2K
23.8K $709K
Apr 27, 2023 Q1 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
2.2K
+ 137.8%
$64.3K - $65.4K
3.8K $113K
May 10, 2023 Q1 2023
Cooper Financial Group

BUY
 -
2.16K
+ 3.65%
$62.9K - $64K
61.2K $1.82M
Nov 06, 2023 Q1 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
2.12K
+ 1.32%
$61.9K - $63K
163K $4.86M
Aug 13, 2024 Q1 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
2.07K
+ 11.07%
$60.3K - $61.3K
20.7K $617K
May 02, 2023 Q1 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
2.03K
New
$59.2K - $60.2K
2.03K $60.3K
May 09, 2023 Q1 2023
Vestmark Advisory Solutions, Inc.

BUY
 -
2K
+ 6.52%
$58.3K - $59.3K
32.6K $970K
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
1.98K
+ 7.11%
$57.8K - $58.7K
29.8K $887K
May 11, 2023 Q1 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
BUY
 -
1.87K
+ 23.12%
$54.7K - $55.7K
9.98K $297K
Apr 13, 2023 Q1 2023
Centennial Wealth Advisory LLC

BUY
 -
1.84K
+ 0.6%
$53.6K - $54.5K
306K $9.11M
May 12, 2023 Q1 2023
Pointe Capital Management LLC

BUY
 -
1.7K
New
$49.6K - $50.5K
1.7K $50.6K
Apr 28, 2023 Q1 2023
Eukles Asset Management

BUY
 -
1.63K
+ 1.15%
$47.7K - $48.5K
144K $4.29M
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
1.62K
+ 23.39%
$47.2K - $48K
8.53K $254K
Apr 25, 2023 Q1 2023
Iag Wealth Partners, LLC

BUY
 -
1.6K
+ 22.09%
$46.6K - $47.4K
8.82K $263K
May 05, 2023 Q1 2023
Sandy Spring Bank

BUY
 -
1.53K
New
$44.8K - $45.5K
1.53K $45.7K
Apr 07, 2023 Q1 2023
Hbw Advisory Services LLC

BUY
 -
1.45K
+ 8.16%
$42.4K - $43.1K
19.2K $573K
Apr 21, 2023 Q1 2023
Whittier Trust CO Of Nevada Inc

BUY
 -
1.41K
+ 2.37%
$41.2K - $41.9K
61K $1.82M
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
1.4K
+ 69900.0%
$40.8K - $41.5K
1.4K $41.7K
May 05, 2023 Q1 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
1.37K
+ 7.89%
$40K - $40.7K
18.7K $558K
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
1.34K
+ 2.15%
$39.2K - $39.8K
63.8K $1.9M
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
1.24K
+ 167.84%
$36.1K - $36.7K
1.97K $58.8K
May 15, 2023 Q1 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.23K
+ 7.99%
$36K - $36.6K
16.7K $496K
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.16K
+ 1.29%
$33.9K - $34.5K
90.8K $2.71M
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
1.15K
+ 10.24%
$33.6K - $34.2K
12.4K $369K
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
1.1K
+ 0.14%
$32K - $32.6K
789K $23.5M
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

BUY
 -
1.06K
+ 0.58%
$31K - $31.5K
185K $5.51M
May 03, 2023 Q1 2023
Wells Financial Advisors Inc

BUY
 -
1.06K
+ 3.87%
$31K - $31.5K
28.4K $847K
May 03, 2023 Q1 2023
Compass Financial Advisors LLC

BUY
 -
1.06K
+ 7.11%
$30.9K - $31.4K
15.9K $474K
May 11, 2023 Q1 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.04K
+ 4.02%
$30.4K - $30.9K
27K $804K
May 11, 2023 Q1 2023
Towercrest Capital Management

Newtown, PA
BUY
 -
1.04K
+ 5.64%
$30.4K - $30.9K
19.5K $580K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
1.03K
New
$30.1K - $30.6K
1.03K $30.7K
May 16, 2023 Q1 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.01K
+ 26.88%
$29.6K - $30.1K
4.78K $142K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
932
+ 5.38%
$27.2K - $27.7K
18.3K $543K
Apr 14, 2023 Q1 2023
Ade, LLC

BUY
 -
926
+ 0.62%
$27K - $27.5K
151K $4.5M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
901
+ 7.81%
$26.3K - $26.8K
12.4K $370K
May 12, 2023 Q1 2023
Knightsbridge Asset Management, LLC

Newport Beach, CA
BUY
 -
800
+ 8.16%
$23.4K - $23.8K
10.6K $316K
May 03, 2023 Q1 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
738
+ 2.18%
$21.5K - $21.9K
34.6K $1.03M

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