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 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.06K- 27.44% |
$148K - $150K
|
13.4K
$397K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.22K- 3.06% |
$152K - $155K
|
165K
$4.92M
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.33K- 38.64% |
$156K - $158K
|
8.46K
$251K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-5.59K- 45.44% |
$163K - $166K
|
6.71K
$199K
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 44.16% |
$168K - $171K
|
7.27K
$216K
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.92K- 11.9% |
$173K - $176K
|
43.8K
$1.3M
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-6.04K- 4.09% |
$176K - $179K
|
142K
$4.21M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.17K- 47.01% |
$180K - $183K
|
6.95K
$207K
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.23K- 1.27% |
$182K - $185K
|
485K
$14.4M
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6.66K- 74.85% |
$194K - $198K
|
2.24K
$66.5K
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.75K- 4.26% |
$197K - $200K
|
152K
$4.51M
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.99K- 6.78% |
$204K - $208K
|
96.2K
$2.86M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.2K- 7.68% |
$210K - $214K
|
86.5K
$2.57M
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.21K- 4.55% |
$211K - $214K
|
151K
$4.49M
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.21K- 4.55% |
$211K - $214K
|
151K
$4.49M
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.27K- 2.19% |
$212K - $216K
|
325K
$9.66M
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-7.68K- 7.96% |
$224K - $228K
|
88.8K
$2.64M
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-7.7K- 22.38% |
$225K - $229K
|
26.7K
$794K
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.82K- 6.91% |
$228K - $232K
|
105K
$3.13M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.82K- 6.91% |
$228K - $232K
|
105K
$3.13M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.14K- 3.57% |
$238K - $242K
|
220K
$6.53M
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-9.03K- 4.23% |
$264K - $268K
|
205K
$6.08M
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.21K- 9.8% |
$269K - $274K
|
84.8K
$2.52M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.28K- 99.68% |
$271K - $276K
|
30
$892
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.89K- 8.14% |
$289K - $294K
|
112K
$3.31M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.5K- 6.46% |
$308K - $313K
|
153K
$4.53M
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-10.6K- 9.18% |
$310K - $315K
|
105K
$3.12M
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-10.9K- 8.25% |
$317K - $322K
|
121K
$3.59M
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.9K- 41.25% |
$317K - $322K
|
15.5K
$459K
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-11K- 33.23% |
$321K - $326K
|
22.1K
$656K
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-11.3K- 36.72% |
$330K - $335K
|
19.5K
$578K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-11.3K- 5.36% |
$330K - $336K
|
200K
$5.93M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11.7K- 3.51% |
$341K - $347K
|
321K
$9.55M
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-11.9K- 5.49% |
$348K - $354K
|
206K
$6.11M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 6.59% |
$350K - $356K
|
170K
$5.05M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 3.3% |
$352K - $358K
|
353K
$10.5M
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.4K- 20.44% |
$363K - $369K
|
48.3K
$1.44M
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-12.5K- 3.8% |
$365K - $372K
|
316K
$9.4M
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-13.2K- 5.0% |
$386K - $393K
|
252K
$7.48M
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-13.5K- 66.4% |
$394K - $401K
|
6.83K
$203K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.5K- 9.57% |
$395K - $401K
|
128K
$3.8M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.7K- 61.95% |
$401K - $408K
|
8.45K
$251K
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-14.4K- 16.38% |
$420K - $427K
|
73.4K
$2.18M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.5K- 55.66% |
$425K - $432K
|
11.6K
$344K
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.7K- 6.47% |
$428K - $436K
|
212K
$6.3M
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15K- 6.12% |
$438K - $446K
|
230K
$6.84M
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-15.5K- 48.29% |
$453K - $461K
|
16.6K
$494K
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-15.7K- 17.45% |
$458K - $466K
|
74.2K
$2.21M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-17.6K- 12.31% |
$514K - $523K
|
125K
$3.73M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.8K- 4.54% |
$519K - $528K
|
374K
$11.1M
|