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 11, 2023
Q1 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-797- 1.23% |
$23.3K - $23.7K
|
64K
$1.93M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-800- 6.85% |
$23.4K - $23.8K
|
10.9K
$327K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-801- 0.1% |
$23.4K - $23.8K
|
799K
$24M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-837- 0.62% |
$24.4K - $24.9K
|
135K
$4.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-862- 2.91% |
$25.2K - $25.6K
|
28.8K
$866K
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-976- 0.59% |
$28.5K - $29K
|
165K
$4.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-978- 0.99% |
$28.6K - $29K
|
97.6K
$2.94M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.08K- 5.86% |
$31.7K - $32.2K
|
17.4K
$524K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 4.32% |
$33.1K - $33.6K
|
25.1K
$754K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.24K- 3.08% |
$36.1K - $36.7K
|
39K
$1.17M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.29K- 6.7% |
$37.5K - $38.2K
|
17.9K
$539K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-1.4K- 99.86% |
$40.8K - $41.5K
|
2
$60.2
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-1.43K- 3.06% |
$41.7K - $42.4K
|
45.3K
$1.36M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.43K- 1.32% |
$41.8K - $42.6K
|
107K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.44K- 2.4% |
$42.1K - $42.8K
|
58.7K
$1.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 5.29% |
$42.6K - $43.4K
|
26.1K
$786K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 3.02% |
$44.5K - $45.3K
|
49K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-1.58K- 10.14% |
$46K - $46.8K
|
14K
$420K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-1.65K- 23.78% |
$48.1K - $48.9K
|
5.28K
$159K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.65K- 2.84% |
$48.3K - $49.1K
|
56.6K
$1.7M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.72K- 10.95% |
$50.3K - $51.1K
|
14K
$421K
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.87K- 2.05% |
$54.5K - $55.4K
|
88.9K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.91K- 3.29% |
$55.9K - $56.8K
|
56.3K
$1.69M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.95K- 36.59% |
$56.9K - $57.9K
|
3.38K
$102K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.96K- 2.37% |
$57.2K - $58.2K
|
80.8K
$2.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-1.99K- 6.51% |
$58K - $59K
|
28.5K
$858K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.06K- 73.04% |
$60K - $61.1K
|
759
$22.8K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.12K- 8.07% |
$61.9K - $63K
|
24.2K
$727K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-2.18K- 4.58% |
$63.8K - $64.9K
|
45.5K
$1.37M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.19K- 13.23% |
$63.9K - $65K
|
14.4K
$432K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.31K- 1.31% |
$67.3K - $68.5K
|
173K
$5.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.37K- 2.41% |
$69.2K - $70.4K
|
96K
$2.89M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-2.43K- 8.97% |
$70.8K - $72.1K
|
24.6K
$740K
|
|
|
May 04, 2023
Q1 2023
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-2.51K- 1.32% |
$73.3K - $74.5K
|
187K
$5.62M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.75K- 2.19% |
$80.3K - $81.7K
|
123K
$3.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.76K- 21.57% |
$80.6K - $81.9K
|
10K
$302K
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-2.91K- 11.1% |
$84.9K - $86.4K
|
23.3K
$700K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.93K- 17.06% |
$85.6K - $87.1K
|
14.3K
$429K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-3.14K- 9.58% |
$91.7K - $93.3K
|
29.7K
$892K
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-3.37K- 33.14% |
$98.5K - $100K
|
6.81K
$205K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-3.38K- 0.6% |
$98.6K - $100K
|
562K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.4K- 2.59% |
$99.2K - $101K
|
128K
$3.85M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-3.54K- 14.44% |
$103K - $105K
|
21K
$631K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.56K- 12.53% |
$104K - $106K
|
24.8K
$747K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.56K- 42.36% |
$104K - $106K
|
4.85K
$146K
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.61K- 11.6% |
$105K - $107K
|
27.5K
$827K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-3.66K- 13.91% |
$107K - $109K
|
22.7K
$681K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.7K- 0.75% |
$108K - $110K
|
489K
$14.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.82K- 33.9% |
$112K - $114K
|
7.45K
$224K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.94K- 25.16% |
$115K - $117K
|
11.7K
$352K
|