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 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
64.6KNew |
$1.91M - $1.93M
|
64.6K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
63K+ 4.56% |
$1.87M - $1.88M
|
1.44M
$43.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
61.5K+ 9.21% |
$1.82M - $1.84M
|
729K
$21.8M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
59.7K+ 28.36% |
$1.77M - $1.79M
|
270K
$8.08M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
57.3K+ 222.8% |
$1.7M - $1.71M
|
83K
$2.48M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
53K+ 615.56% |
$1.57M - $1.59M
|
61.7K
$1.84M
|
|
|
May 13, 2024
Q1 2024
|
Capital Investment Services Of America, Inc.
|
BUY
|
- |
51.1KNew |
$1.51M - $1.53M
|
51.1K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45.6K+ 88.95% |
$1.35M - $1.36M
|
96.8K
$2.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.4K+ 34.71% |
$1.35M - $1.36M
|
176K
$5.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42.2K+ 74.43% |
$1.25M - $1.26M
|
98.9K
$2.96M
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
40.6K+ 259.26% |
$1.2M - $1.21M
|
56.3K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
39.8KNew |
$1.18M - $1.19M
|
39.8K
$1.19M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
38.1K+ 77.41% |
$1.13M - $1.14M
|
87.2K
$2.61M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
37.6K+ 41.88% |
$1.11M - $1.12M
|
127K
$3.81M
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
36.5K+ 43.43% |
$1.08M - $1.09M
|
121K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
35.8K+ 30.67% |
$1.06M - $1.07M
|
152K
$4.56M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
35KNew |
$1.04M - $1.05M
|
35K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
32.6K+ 10.65% |
$966K - $975K
|
339K
$10.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31.4KNew |
$932K - $941K
|
31.4K
$940K
|
|
|
Apr 11, 2024
Q1 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
29.9K+ 4.06% |
$888K - $896K
|
768K
$23M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
29.8K+ 11.65% |
$885K - $893K
|
286K
$8.56M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
26.9K+ 5.09% |
$796K - $804K
|
555K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
26.8KNew |
$795K - $803K
|
26.8K
$802K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.6K+ 27.34% |
$789K - $796K
|
124K
$3.71M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
26.4K+ 9.37% |
$781K - $789K
|
308K
$9.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26K+ 7.75% |
$772K - $779K
|
362K
$10.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25.6K+ 5.63% |
$758K - $765K
|
480K
$14.4M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25.4K+ 0.75% |
$754K - $761K
|
3.44M
$103M
|
|
|
Apr 15, 2024
Q1 2024
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
24.3K+ 5.53% |
$720K - $727K
|
464K
$13.9M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
24K+ 34.12% |
$712K - $719K
|
94.4K
$2.82M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
22.7KNew |
$672K - $678K
|
22.7K
$678K
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
20.8K+ 31.99% |
$618K - $624K
|
86K
$2.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
19.9K+ 15.91% |
$589K - $595K
|
145K
$4.33M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
19.3KNew |
$573K - $578K
|
19.3K
$578K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 14.33% |
$572K - $577K
|
154K
$4.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
18.3K+ 237.02% |
$542K - $547K
|
26K
$777K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
18.3K+ 3101.19% |
$542K - $547K
|
18.9K
$564K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.5K+ 18.18% |
$520K - $525K
|
114K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
17.5K+ 1.8% |
$518K - $522K
|
988K
$29.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
17.2K+ 23.79% |
$510K - $515K
|
89.6K
$2.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
17.1K+ 7.63% |
$507K - $512K
|
241K
$7.21M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
16.7K+ 121.54% |
$495K - $499K
|
30.4K
$910K
|
|
|
Oct 23, 2024
Q1 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
16.6K+ 4.04% |
$492K - $496K
|
427K
$12.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
16.1K+ 190.06% |
$476K - $480K
|
24.5K
$733K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15.9KNew |
$470K - $474K
|
15.9K
$474K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
15.5KNew |
$458K - $463K
|
15.5K
$462K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
15.3K+ 4.7% |
$453K - $457K
|
340K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15.3K+ 5.95% |
$452K - $457K
|
272K
$8.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
14.6K+ 42.42% |
$434K - $438K
|
49.1K
$1.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
14.5K+ 5.35% |
$431K - $435K
|
286K
$8.55M
|