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 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
738+ 2.18% |
$21.5K - $21.9K
|
34.6K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
704New |
$20.6K - $20.9K
|
704
$21.2K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
700+ 232.56% |
$20.4K - $20.8K
|
1K
$30.1K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
690New |
$20.1K - $20.5K
|
690
$20.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
685+ 1.34% |
$20K - $20.3K
|
51.8K
$1.56M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
677+ 8.25% |
$19.8K - $20.1K
|
8.88K
$267K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
611+ 3215.79% |
$17.8K - $18.1K
|
630
$19K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
575+ 131.88% |
$16.8K - $17.1K
|
1.01K
$30.4K
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
504+ 0.59% |
$14.7K - $15K
|
85.9K
$2.58M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
440New |
$12.8K - $13.1K
|
440
$13.2K
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
380+ 3.87% |
$11.1K - $11.3K
|
10.2K
$306K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
367+ 1223.33% |
$10.7K - $10.9K
|
397
$11.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
339+ 8.82% |
$9.9K - $10.1K
|
4.18K
$126K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
338+ 1.78% |
$9.87K - $10K
|
19.3K
$582K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
326+ 2.6% |
$9.52K - $9.68K
|
12.9K
$387K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
321+ 1337.5% |
$9.37K - $9.53K
|
345
$10.4K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
BUY
|
- |
304+ 0.56% |
$8.88K - $9.03K
|
54.8K
$1.65M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
301+ 771.79% |
$8.79K - $8.94K
|
340
$10.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
287+ 3.59% |
$8.38K - $8.52K
|
8.29K
$249K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
265New |
$7.74K - $7.87K
|
265
$7.97K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
258+ 737.14% |
$7.53K - $7.66K
|
293
$8.81K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
252New |
$7.36K - $7.48K
|
252
$7.58K
|
|
|
Apr 13, 2023
Q1 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
216+ 3.1% |
$6.31K - $6.42K
|
7.19K
$216K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
215New |
$6.28K - $6.39K
|
215
$6.47K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
166+ 1.31% |
$4.85K - $4.93K
|
12.8K
$385K
|
|
|
Apr 04, 2023
Q1 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
161+ 1.73% |
$4.7K - $4.78K
|
9.47K
$285K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
146+ 0.12% |
$4.26K - $4.34K
|
125K
$3.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
125+ 0.45% |
$3.65K - $3.71K
|
27.8K
$836K
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
100+ 0.76% |
$2.92K - $2.97K
|
13.2K
$398K
|
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
93+ 10.79% |
$2.72K - $2.76K
|
955
$28.7K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
88+ 0.37% |
$2.57K - $2.61K
|
24K
$722K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
65New |
$1.9K - $1.93K
|
65
$1.96K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
62+ 0.86% |
$1.81K - $1.84K
|
7.3K
$219K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
56+ 0.3% |
$1.64K - $1.66K
|
18.9K
$567K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
50+ 5.78% |
$1.46K - $1.49K
|
915
$27.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
BUY
|
- |
39+ 0.56% |
$1.14K - $1.16K
|
7.02K
$211K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 0.39% |
$905 - $921
|
8.05K
$242K
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
29+ 0.05% |
$847 - $861
|
57.4K
$1.73M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
28New |
$818 - $832
|
28
$842
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
22+ 1.31% |
$642 - $653
|
1.7K
$51.1K
|
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22+ 0.06% |
$642 - $653
|
34.5K
$1.04M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 1.24% |
$555 - $564
|
1.55K
$46.6K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
19+ 1.24% |
$555 - $564
|
1.55K
$46.6K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
17+ 0.18% |
$496 - $505
|
9.57K
$288K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
16+ 0.13% |
$467 - $475
|
12K
$361K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
2+ 0.28% |
$58.4 - $59.4
|
709
$21.3K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.43% |
$58.4 - $59.4
|
469
$14.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$29.2 - $29.7
|
217
$6.53K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$29.2 - $29.7
|
155
$4.66K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-13- 0.11% |
$380 - $386
|
12K
$361K
|