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 |
|---|---|---|---|---|---|---|---|
|
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
$8.54M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.9K+ 12.88% |
$413K - $417K
|
122K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.7K+ 39.32% |
$407K - $411K
|
48.6K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.7K+ 3.58% |
$406K - $410K
|
396K
$11.8M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.6KNew |
$402K - $406K
|
13.6K
$405K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
13.3K+ 3.57% |
$394K - $397K
|
386K
$11.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1K+ 117.3% |
$389K - $393K
|
24.3K
$726K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12.1K+ 22.98% |
$359K - $362K
|
64.8K
$1.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.8K+ 16.09% |
$351K - $354K
|
85.5K
$2.55M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.6K+ 7.48% |
$345K - $348K
|
167K
$4.99M
|
|
|
Apr 25, 2024
Q1 2024
|
Private Wealth Group, LLC
|
BUY
|
- |
10.7K+ 26.19% |
$316K - $319K
|
51.3K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
10.3K+ 991.47% |
$307K - $309K
|
11.4K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 10.31% |
$303K - $305K
|
109K
$3.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10.1K+ 27.77% |
$299K - $301K
|
46.3K
$1.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.67K+ 17.07% |
$287K - $289K
|
66.3K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.28KNew |
$275K - $278K
|
9.28K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8.62K+ 3.33% |
$256K - $258K
|
268K
$8M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
8.59K+ 8.72% |
$255K - $257K
|
107K
$3.2M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.56K+ 16.58% |
$254K - $256K
|
60.2K
$1.8M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.49K+ 4.15% |
$252K - $254K
|
213K
$6.37M
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
8.48K+ 136.93% |
$251K - $254K
|
14.7K
$438K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
8.45K+ 772.03% |
$250K - $253K
|
9.54K
$285K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.33KNew |
$247K - $249K
|
8.33K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.23KNew |
$244K - $246K
|
8.23K
$246K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
8.22K+ 8.83% |
$244K - $246K
|
101K
$3.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.44K+ 1062.71% |
$221K - $223K
|
8.14K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.22K+ 7.58% |
$214K - $216K
|
102K
$3.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
7.17KNew |
$213K - $214K
|
7.17K
$214K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7KNew |
$207K - $209K
|
7K
$209K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.98K+ 7.85% |
$207K - $209K
|
96K
$2.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.86K+ 56.29% |
$204K - $205K
|
19.1K
$569K
|
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.73KNew |
$200K - $201K
|
6.73K
$201K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
6.42K+ 112.21% |
$190K - $192K
|
12.1K
$363K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.23K+ 7.53% |
$185K - $186K
|
89K
$2.66M
|
|
|
Apr 18, 2024
Q1 2024
|
Fortune 45 LLC
|
BUY
|
- |
6.15K+ 12.94% |
$182K - $184K
|
53.7K
$1.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
5.98K+ 251.62% |
$177K - $179K
|
8.35K
$250K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.8K+ 1.53% |
$172K - $174K
|
385K
$11.5M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.78K+ 4.97% |
$171K - $173K
|
122K
$3.64M
|
|
|
Apr 30, 2024
Q1 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
5.73K+ 16.81% |
$170K - $172K
|
39.8K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
5.68K+ 8.72% |
$168K - $170K
|
70.8K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.64KNew |
$167K - $169K
|
5.64K
$169K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
5.42K+ 24.55% |
$161K - $162K
|
27.5K
$822K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.12K+ 9.17% |
$152K - $153K
|
60.9K
$1.82M
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.01K+ 47.0% |
$148K - $150K
|
15.7K
$468K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
5K+ 29.95% |
$148K - $150K
|
21.7K
$648K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.86K+ 36.35% |
$144K - $146K
|
18.2K
$545K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.71K+ 14.98% |
$140K - $141K
|
36.1K
$1.08M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.67KNew |
$139K - $140K
|
4.67K
$140K
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
BUY
|
- |
4.2K+ 16.23% |
$125K - $126K
|
30.1K
$899K
|