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 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.06K+ 22.39% |
$120K - $121K
|
22.2K
$662K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.03K+ 7.55% |
$119K - $121K
|
57.4K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
3.96K+ 51.7% |
$117K - $118K
|
11.6K
$347K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.88K+ 1.39% |
$115K - $116K
|
282K
$8.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.77K+ 4.66% |
$112K - $113K
|
84.7K
$2.53M
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3.41K+ 16.83% |
$101K - $102K
|
23.6K
$706K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.4K+ 55.45% |
$101K - $102K
|
9.54K
$285K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.37K+ 18.61% |
$100K - $101K
|
21.5K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.3K+ 12.88% |
$97.8K - $98.7K
|
28.9K
$864K
|
|
|
Apr 25, 2024
Q1 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
3.26K+ 22.73% |
$96.6K - $97.5K
|
17.6K
$526K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.91K+ 1.87% |
$86.3K - $87.1K
|
159K
$4.75M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.8K+ 2.94% |
$83K - $83.8K
|
98K
$2.93M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.75K+ 2.52% |
$81.5K - $82.3K
|
112K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
BUY
|
- |
2.74K+ 2.0% |
$81.3K - $82K
|
140K
$4.19M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.54K+ 7.8% |
$75.2K - $75.9K
|
35.1K
$1.05M
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.52K+ 23.74% |
$74.6K - $75.3K
|
13.1K
$392K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.48K+ 3.63% |
$73.6K - $74.3K
|
70.9K
$2.12M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
2.4K+ 4.37% |
$71.2K - $71.8K
|
57.3K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
2.29K+ 0.88% |
$67.8K - $68.4K
|
262K
$7.84M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
2.26K+ 28.86% |
$67K - $67.6K
|
10.1K
$301K
|
|
|
May 15, 2024
Q1 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
2.17K+ 12.39% |
$64.3K - $64.9K
|
19.7K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.12K+ 1.86% |
$62.9K - $63.5K
|
116K
$3.47M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
2.03K+ 7.13% |
$60.1K - $60.6K
|
30.4K
$910K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.95KNew |
$57.9K - $58.5K
|
1.95K
$58.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.84K+ 14.92% |
$54.6K - $55.1K
|
14.2K
$424K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.7K+ 3.04% |
$50.3K - $50.7K
|
57.4K
$1.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.58K+ 7.73% |
$46.9K - $47.4K
|
22.1K
$659K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.5K+ 6.11% |
$44.6K - $45K
|
26.1K
$781K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.42K+ 4.72% |
$42.1K - $42.5K
|
31.5K
$941K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.4K+ 0.21% |
$41.4K - $41.8K
|
673K
$20.1M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 0.81% |
$36.6K - $36.9K
|
153K
$4.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.16K+ 1.93% |
$34.3K - $34.6K
|
61K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.11K+ 0.09% |
$32.9K - $33.2K
|
1.24M
$37.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
995+ 13.43% |
$29.5K - $29.8K
|
8.4K
$251K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
973+ 623.72% |
$28.8K - $29.1K
|
1.13K
$33.7K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
971+ 70.62% |
$28.8K - $29.1K
|
2.35K
$70.1K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
934+ 12.85% |
$27.7K - $27.9K
|
8.2K
$245K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
907+ 1.13% |
$26.9K - $27.1K
|
80.8K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
901New |
$26.7K - $27K
|
901
$26.9K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
871+ 3.83% |
$25.8K - $26.1K
|
23.6K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
850New |
$25.2K - $25.4K
|
850
$25.4K
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
833+ 6.39% |
$24.7K - $24.9K
|
13.9K
$414K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
824+ 3.98% |
$24.4K - $24.7K
|
21.5K
$643K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
816+ 1.55% |
$24.2K - $24.4K
|
53.4K
$1.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
805+ 2.27% |
$23.9K - $24.1K
|
36.2K
$1.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
787+ 0.09% |
$23.3K - $23.5K
|
865K
$25.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
743+ 2.86% |
$22K - $22.2K
|
26.7K
$799K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
739+ 24.29% |
$21.9K - $22.1K
|
3.78K
$113K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
678+ 168.66% |
$20.1K - $20.3K
|
1.08K
$32.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
671+ 4.4% |
$19.9K - $20.1K
|
15.9K
$475K
|