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 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-17- 1.18% |
$496 - $505
|
1.43K
$42.9K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-44- 0.31% |
$1.28K - $1.31K
|
14.1K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-45- 0.44% |
$1.31K - $1.34K
|
10.3K
$309K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-55- 0.95% |
$1.61K - $1.63K
|
5.77K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-69- 0.42% |
$2.01K - $2.05K
|
16.5K
$497K
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-78- 1.05% |
$2.28K - $2.32K
|
7.34K
$220K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
SELL
|
- |
-79- 0.65% |
$2.31K - $2.35K
|
12K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-109- 48.23% |
$3.18K - $3.24K
|
117
$3.52K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-117- 1.05% |
$3.42K - $3.47K
|
11K
$330K
|
|
|
Apr 06, 2023
Q1 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-130- 0.21% |
$3.8K - $3.86K
|
60.7K
$1.82M
|
|
|
Apr 14, 2023
Q1 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-159- 0.12% |
$4.64K - $4.72K
|
128K
$3.86M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-160- 35.32% |
$4.67K - $4.75K
|
293
$8.8K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-170- 0.84% |
$4.96K - $5.05K
|
20K
$600K
|
|
|
Apr 28, 2023
Q1 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-193- 1.31% |
$5.64K - $5.73K
|
14.6K
$438K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-218- 2.59% |
$6.37K - $6.47K
|
8.18K
$246K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-222- 1.43% |
$6.48K - $6.59K
|
15.3K
$460K
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-225- 1.49% |
$6.57K - $6.68K
|
14.9K
$446K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-250- 1.11% |
$7.3K - $7.43K
|
22.4K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-250- 1.3% |
$7.3K - $7.43K
|
19K
$571K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-263- 0.79% |
$7.68K - $7.81K
|
33K
$992K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-295- 16.89% |
$8.61K - $8.76K
|
1.45K
$43.6K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-299- 0.86% |
$8.73K - $8.88K
|
34.3K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-302- 0.87% |
$8.82K - $8.97K
|
34.3K
$1.03M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-308- 1.76% |
$8.99K - $9.15K
|
17.2K
$518K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-325- 1.3% |
$9.49K - $9.65K
|
24.6K
$740K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-334- 1.58% |
$9.75K - $9.92K
|
20.7K
$623K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-340- 4.2% |
$9.93K - $10.1K
|
7.76K
$233K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-345- 1.82% |
$10.1K - $10.2K
|
18.6K
$560K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-428- 11.75% |
$12.5K - $12.7K
|
3.21K
$96.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-434- 6.89% |
$12.7K - $12.9K
|
5.86K
$176K
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-449- 3.17% |
$13.1K - $13.3K
|
13.7K
$412K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-470- 2.09% |
$13.7K - $14K
|
22K
$661K
|
|
|
Jul 20, 2023
Q1 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-479- 0.61% |
$14K - $14.2K
|
77.8K
$2.34M
|
|
|
Jun 09, 2023
Q1 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-481- 0.62% |
$14K - $14.3K
|
77.1K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-500- 0.39% |
$14.6K - $14.9K
|
128K
$3.85M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-500- 4.24% |
$14.6K - $14.9K
|
11.3K
$339K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-500- 15.46% |
$14.6K - $14.9K
|
2.73K
$82.2K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-512- 0.68% |
$15K - $15.2K
|
74.6K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-591- 15.51% |
$17.3K - $17.6K
|
3.22K
$96.7K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-610- 0.9% |
$17.8K - $18.1K
|
67K
$2.01M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-611- 96.98% |
$17.8K - $18.1K
|
19
$571
|
|
|
May 02, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-639- 4.6% |
$18.7K - $19K
|
13.2K
$398K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-661- 0.71% |
$19.3K - $19.6K
|
92.6K
$2.78M
|
|
|
May 09, 2023
Q1 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-700- 14.35% |
$20.4K - $20.8K
|
4.18K
$126K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700- 4.51% |
$20.4K - $20.8K
|
14.8K
$445K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-707- 4.13% |
$20.6K - $21K
|
16.4K
$493K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-708- 99.72% |
$20.7K - $21K
|
2
$60.1
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-719- 4.34% |
$21K - $21.4K
|
15.8K
$476K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-730- 1.36% |
$21.3K - $21.7K
|
53K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-777- 8.24% |
$22.7K - $23.1K
|
8.65K
$260K
|