Purchases and Sales Made in Q1 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2024. 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, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.1M+ 263.93% |
$626M - $631M
|
29.1M
$880M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.98M+ 52.23% |
$296M - $299M
|
29.1M
$880M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.6M+ 27.17% |
$196M - $197M
|
30.9M
$935M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.98MNew |
$58.6M - $59.1M
|
1.98M
$59.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.21M+ 203.15% |
$35.8M - $36.1M
|
1.8M
$54.5M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.05M+ 18.74% |
$31.2M - $31.5M
|
6.67M
$202M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
983K+ 473.0% |
$29.1M - $29.4M
|
1.19M
$36M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
784K+ 245.91% |
$23.2M - $23.4M
|
1.1M
$33.4M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
774K+ 154.14% |
$23M - $23.2M
|
1.28M
$38.6M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
653K+ 3205.21% |
$19.4M - $19.5M
|
674K
$20.4M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
577KNew |
$17.1M - $17.3M
|
577K
$17.5M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
465KNew |
$13.8M - $13.9M
|
465K
$14.1M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
444K+ 93.56% |
$13.2M - $13.3M
|
920K
$27.8M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
342K+ 22.05% |
$10.1M - $10.2M
|
1.89M
$57.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
262K+ 222.82% |
$7.78M - $7.85M
|
380K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
240KNew |
$7.12M - $7.18M
|
240K
$7.26M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
236KNew |
$7.01M - $7.08M
|
236K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
208K+ 19.99% |
$6.17M - $6.23M
|
1.25M
$37.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
205K+ 35.3% |
$6.07M - $6.13M
|
785K
$23.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
200K+ 12.36% |
$5.92M - $5.98M
|
1.82M
$54.9M
|
|
|
May 15, 2024
Q1 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
176K+ 339.64% |
$5.21M - $5.26M
|
227K
$6.88M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
165K+ 165.8% |
$4.9M - $4.95M
|
265K
$8.02M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
164K+ 34.46% |
$4.86M - $4.9M
|
639K
$19.3M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
159K+ 794.0% |
$4.71M - $4.75M
|
179K
$5.41M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
157K+ 32.24% |
$4.66M - $4.71M
|
645K
$19.5M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
148K+ 77.94% |
$4.39M - $4.43M
|
338K
$10.2M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
148K+ 6.66% |
$4.38M - $4.42M
|
2.37M
$71.6M
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
147K+ 89.28% |
$4.36M - $4.4M
|
312K
$9.43M
|
|
|
May 14, 2024
Q1 2024
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
143K+ 1696.91% |
$4.25M - $4.29M
|
152K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
141K+ 8.45% |
$4.18M - $4.22M
|
1.81M
$54.8M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
131K+ 67.4% |
$3.89M - $3.93M
|
326K
$9.86M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
117K+ 11.49% |
$3.46M - $3.5M
|
1.13M
$34.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
114K+ 11.15% |
$3.39M - $3.42M
|
1.14M
$34.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
108K+ 4.94% |
$3.19M - $3.22M
|
2.28M
$69.1M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
107K+ 11.05% |
$3.16M - $3.19M
|
1.07M
$32.4M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
101K+ 5.34% |
$2.99M - $3.02M
|
1.99M
$60.2M
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
101K+ 3.84% |
$2.98M - $3.01M
|
2.72M
$82.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
98.7K+ 9.53% |
$2.93M - $2.95M
|
1.13M
$34.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
97.9K+ 649.48% |
$2.9M - $2.93M
|
113K
$3.42M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
94.5K+ 885.03% |
$2.8M - $2.83M
|
105K
$3.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
94KNew |
$2.79M - $2.81M
|
94K
$2.84M
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
93.1K+ 14.89% |
$2.76M - $2.79M
|
718K
$21.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
93K+ 23.97% |
$2.76M - $2.78M
|
481K
$14.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
92.4K+ 46.86% |
$2.74M - $2.76M
|
290K
$8.76M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
88.3K+ 10.74% |
$2.62M - $2.64M
|
911K
$27.6M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
80.2K+ 28.82% |
$2.38M - $2.4M
|
359K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
76.3K+ 205.43% |
$2.26M - $2.28M
|
113K
$3.43M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
74.8K+ 65.52% |
$2.22M - $2.24M
|
189K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.5K+ 55.88% |
$2.21M - $2.23M
|
208K
$6.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
70.7K+ 14.84% |
$2.1M - $2.12M
|
547K
$16.6M
|