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 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-13.7K- 61.95% |
$401K - $408K
|
8.45K
$252K
|
|
|
Apr 24, 2023
Q1 2023
|
Marion Wealth Management
|
SELL
|
- |
-14.4K- 16.38% |
$420K - $427K
|
73.4K
$2.19M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.5K- 55.66% |
$425K - $432K
|
11.6K
$345K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.7K- 6.47% |
$428K - $436K
|
212K
$6.31M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15K- 6.12% |
$438K - $446K
|
230K
$6.85M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-15.5K- 48.29% |
$453K - $461K
|
16.6K
$495K
|
|
|
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
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-19.2K- 17.45% |
$560K - $569K
|
90.7K
$2.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-19.7K- 23.84% |
$574K - $584K
|
62.8K
$1.87M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-20.5K- 6.17% |
$600K - $610K
|
312K
$9.3M
|
|
|
May 04, 2023
Q1 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-20.6K- 8.7% |
$601K - $611K
|
216K
$6.43M
|
|
|
Apr 19, 2023
Q1 2023
|
Wt Wealth Management
|
SELL
|
- |
-21K- 5.52% |
$613K - $624K
|
360K
$10.7M
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-21.5K- 9.33% |
$628K - $638K
|
209K
$6.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-22.3K- 62.05% |
$651K - $662K
|
13.6K
$406K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-22.4K- 5.79% |
$654K - $665K
|
364K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Systelligence, LLC
|
SELL
|
- |
-23.1K- 5.24% |
$674K - $685K
|
417K
$12.4M
|
|
|
May 05, 2023
Q1 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-23.2K- 21.97% |
$678K - $689K
|
82.4K
$2.45M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-23.3K- 1.88% |
$681K - $693K
|
1.22M
$36.3M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.8K- 8.9% |
$723K - $736K
|
254K
$7.55M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-25.4K- 0.89% |
$741K - $754K
|
2.81M
$83.8M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.5K- 13.05% |
$832K - $847K
|
190K
$5.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-29K- 3.86% |
$847K - $861K
|
722K
$21.5M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-29K- 4.5% |
$847K - $862K
|
615K
$18.3M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-29.4K- 34.56% |
$859K - $873K
|
55.7K
$1.66M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-31.1K- 99.19% |
$908K - $924K
|
253
$7.53K
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-33.2K- 31.11% |
$971K - $987K
|
73.6K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-34K- 1.02% |
$992K - $1.01M
|
3.29M
$98M
|
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-37.2K- 2.46% |
$1.09M - $1.11M
|
1.48M
$44.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-37.2K- 23.36% |
$1.09M - $1.11M
|
122K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42.4K- 7.08% |
$1.24M - $1.26M
|
557K
$16.6M
|
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-44.3K- 73.7% |
$1.29M - $1.32M
|
15.8K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-44.7K- 20.72% |
$1.3M - $1.33M
|
171K
$5.09M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.1K- 1.47% |
$1.32M - $1.34M
|
3.03M
$90.2M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-45.1K- 1.47% |
$1.32M - $1.34M
|
3.03M
$90.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-49.7K- 43.55% |
$1.45M - $1.48M
|
64.5K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-58.2K- 6.06% |
$1.7M - $1.73M
|
902K
$26.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-61.4K- 8.54% |
$1.79M - $1.82M
|
658K
$19.6M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-62.3K- 28.56% |
$1.82M - $1.85M
|
156K
$4.64M
|
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-63.3K- 13.53% |
$1.85M - $1.88M
|
404K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-67K- 85.93% |
$1.96M - $1.99M
|
11K
$326K
|
|
|
Apr 19, 2023
Q1 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-68.8K- 5.79% |
$2.01M - $2.04M
|
1.12M
$33.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-69.6K- 4.01% |
$2.03M - $2.07M
|
1.67M
$49.7M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-72.7K- 24.97% |
$2.12M - $2.16M
|
218K
$6.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-73.2K- 33.48% |
$2.14M - $2.17M
|
145K
$4.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-75.4K- 28.47% |
$2.2M - $2.24M
|
189K
$5.64M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-76K- 86.48% |
$2.22M - $2.26M
|
11.9K
$354K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-77.5K- 42.35% |
$2.26M - $2.3M
|
105K
$3.14M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-80.6K- 51.99% |
$2.35M - $2.4M
|
74.5K
$2.22M
|