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 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
666+ 2.57% |
$19.7K - $19.9K
|
26.6K
$795K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
635+ 0.19% |
$18.8K - $19K
|
337K
$10.1M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
630New |
$18.7K - $18.8K
|
630
$18.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
617+ 7.14% |
$18.3K - $18.5K
|
9.26K
$277K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
572+ 1.15% |
$17K - $17.1K
|
50.5K
$1.51M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
511New |
$15.2K - $15.3K
|
511
$15.3K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
495+ 12.84% |
$14.7K - $14.8K
|
4.35K
$130K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
466New |
$13.8K - $13.9K
|
466
$13.9K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
465+ 1.3% |
$13.8K - $13.9K
|
36.3K
$1.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
441+ 4.33% |
$13.1K - $13.2K
|
10.6K
$317K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
410+ 2.15% |
$12.2K - $12.3K
|
19.5K
$583K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
400+ 2.82% |
$11.9K - $12K
|
14.6K
$436K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
400+ 4.2% |
$11.9K - $12K
|
9.93K
$297K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
391+ 5.87% |
$11.6K - $11.7K
|
7.05K
$211K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
375New |
$11.1K - $11.2K
|
375
$11.2K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
356+ 1.97% |
$10.6K - $10.7K
|
18.4K
$550K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
342+ 6.36% |
$10.1K - $10.2K
|
5.72K
$171K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
301+ 1.71% |
$8.92K - $9.01K
|
17.9K
$536K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
301New |
$8.92K - $9.01K
|
301
$8.99K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
298+ 2.76% |
$8.84K - $8.92K
|
11.1K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274New |
$8.12K - $8.2K
|
274
$8.19K
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
268+ 3.16% |
$7.95K - $8.02K
|
8.75K
$262K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
255+ 0.77% |
$7.56K - $7.63K
|
33.6K
$1M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
230+ 2.97% |
$6.82K - $6.88K
|
7.97K
$238K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
207+ 22.55% |
$6.14K - $6.19K
|
1.13K
$33.6K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200New |
$5.93K - $5.98K
|
200
$5.98K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
196+ 1.79% |
$5.81K - $5.86K
|
11.2K
$334K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
182+ 9.49% |
$5.4K - $5.45K
|
2.1K
$62.7K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
170New |
$5.04K - $5.09K
|
170
$5.08K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
150+ 12.05% |
$4.45K - $4.49K
|
1.4K
$41.7K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$3.77K - $3.8K
|
127
$3.79K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
112+ 0.24% |
$3.32K - $3.35K
|
46.9K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$2.97K - $2.99K
|
100
$2.99K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 21.32% |
$2.49K - $2.51K
|
478
$14.3K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
69+ 0.76% |
$2.05K - $2.06K
|
9.2K
$275K
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
55+ 0.78% |
$1.63K - $1.65K
|
7.15K
$213K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
54+ 0.77% |
$1.6K - $1.62K
|
7.11K
$212K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42New |
$1.25K - $1.26K
|
42
$1.25K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 3.61% |
$1.16K - $1.17K
|
1.12K
$33.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
25+ 0.12% |
$741 - $748
|
20.8K
$620K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21+ 0.08% |
$623 - $628
|
26.6K
$795K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
18+ 0.13% |
$534 - $539
|
13.8K
$413K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.33% |
$415 - $419
|
4.22K
$126K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
14+ 0.02% |
$415 - $419
|
61.1K
$1.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
14+ 0.79% |
$415 - $419
|
1.8K
$53.7K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.85% |
$208 - $209
|
831
$24.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
6+ 0.58% |
$178 - $180
|
1.04K
$31K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4+ 0.82% |
$119 - $120
|
490
$14.6K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.66% |
$29.7 - $29.9
|
152
$4.54K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2- 1.03% |
$59.3 - $59.8
|
192
$5.74K
|