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 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-4- 0.42% |
$119 - $120
|
950
$28.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-20- 0.2% |
$593 - $598
|
9.95K
$297K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-32- 0.3% |
$949 - $957
|
10.5K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-32- 0.2% |
$949 - $957
|
15.6K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-48- 0.05% |
$1.42K - $1.44K
|
102K
$3.05M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 9.6% |
$2.08K - $2.09K
|
659
$19.7K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-73- 0.27% |
$2.16K - $2.18K
|
27K
$808K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-80- 6.43% |
$2.37K - $2.39K
|
1.16K
$34.8K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-92- 7.47% |
$2.73K - $2.75K
|
1.14K
$34.1K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-122- 0.67% |
$3.62K - $3.65K
|
18.1K
$542K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-133- 1.14% |
$3.94K - $3.98K
|
11.6K
$346K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-141- 0.51% |
$4.18K - $4.22K
|
27.6K
$826K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-150- 0.25% |
$4.45K - $4.49K
|
59K
$1.76M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-150- 1.44% |
$4.45K - $4.49K
|
10.3K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-184- 1.13% |
$5.46K - $5.51K
|
16.1K
$480K
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-218- 1.46% |
$6.46K - $6.52K
|
14.7K
$440K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-226- 10.15% |
$6.7K - $6.76K
|
2K
$59.8K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-232- 0.07% |
$6.88K - $6.94K
|
310K
$9.25M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-247- 86.97% |
$7.32K - $7.39K
|
37
$1.11K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-254- 0.58% |
$7.53K - $7.6K
|
43.3K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-267- 31.79% |
$7.92K - $7.99K
|
573
$17.1K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-280- 0.56% |
$8.3K - $8.38K
|
49.9K
$1.49M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-288- 0.29% |
$8.54K - $8.62K
|
97.3K
$2.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-300- 0.74% |
$8.9K - $8.98K
|
40.1K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-304- 12.94% |
$9.01K - $9.1K
|
2.05K
$61.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-336- 0.34% |
$9.96K - $10.1K
|
98.9K
$2.95M
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-370- 53.24% |
$11K - $11.1K
|
325
$9.71K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-372- 2.77% |
$11K - $11.1K
|
13K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-379- 93.81% |
$11.2K - $11.3K
|
25
$747
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-381- 0.42% |
$11.3K - $11.4K
|
90.1K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-432- 1.33% |
$12.8K - $12.9K
|
32.2K
$961K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-491- 0.31% |
$14.6K - $14.7K
|
156K
$4.66M
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-496- 6.25% |
$14.7K - $14.8K
|
7.44K
$222K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-500- 3.27% |
$14.8K - $15K
|
14.8K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-606- 4.34% |
$18K - $18.1K
|
13.3K
$399K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-699- 2.98% |
$20.7K - $20.9K
|
22.7K
$679K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-702- 87.42% |
$20.8K - $21K
|
101
$3.02K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-865- 4.56% |
$25.6K - $25.9K
|
18.1K
$541K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-879- 6.06% |
$26.1K - $26.3K
|
13.6K
$407K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-971- 3.11% |
$28.8K - $29.1K
|
30.2K
$903K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1K- 1.4% |
$29.7K - $29.9K
|
70.6K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1K- 2.54% |
$29.7K - $30K
|
38.5K
$1.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1K- 7.53% |
$29.7K - $30K
|
12.3K
$368K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.07K- 26.39% |
$31.6K - $31.9K
|
2.97K
$88.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.09K- 0.79% |
$32.3K - $32.6K
|
137K
$4.1M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.19K- 0.19% |
$35.4K - $35.7K
|
629K
$18.8M
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.21K- 7.09% |
$35.9K - $36.2K
|
15.9K
$474K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.29K- 6.7% |
$38.2K - $38.6K
|
17.9K
$536K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.3K- 31.33% |
$38.5K - $38.9K
|
2.85K
$85.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.3K- 96.02% |
$38.6K - $39K
|
54
$1.61K
|