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
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.47K- 10.46% |
$43.6K - $44K
|
12.6K
$377K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.48K- 6.32% |
$43.9K - $44.3K
|
21.9K
$656K
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-1.5K- 16.79% |
$44.4K - $44.8K
|
7.42K
$222K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.55K- 1.65% |
$45.9K - $46.3K
|
92.5K
$2.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.55K- 12.94% |
$46K - $46.4K
|
10.4K
$312K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.69K- 4.41% |
$50K - $50.4K
|
36.5K
$1.09M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.71K- 2.33% |
$50.6K - $51.1K
|
71.6K
$2.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.74K- 0.38% |
$51.4K - $51.9K
|
460K
$13.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.83K- 1.45% |
$54.3K - $54.8K
|
124K
$3.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-1.85K- 9.55% |
$54.9K - $55.4K
|
17.5K
$524K
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.93K- 3.77% |
$57.1K - $57.6K
|
49.1K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.96K- 2.93% |
$58.1K - $58.6K
|
65K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
SELL
|
- |
-2K- 0.43% |
$59.3K - $59.8K
|
465K
$13.9M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2K- 16.67% |
$59.3K - $59.8K
|
10K
$299K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.16K- 15.4% |
$64.1K - $64.7K
|
11.9K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.2K- 4.16% |
$65.2K - $65.8K
|
50.6K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.26K- 0.98% |
$67K - $67.6K
|
227K
$6.8M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.33K- 4.6% |
$69.1K - $69.7K
|
48.3K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.5K- 10.77% |
$74.1K - $74.8K
|
20.7K
$619K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.53K- 16.98% |
$74.9K - $75.5K
|
12.3K
$369K
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-2.67K- 24.2% |
$79.3K - $80K
|
8.38K
$251K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.8K- 20.46% |
$82.9K - $83.6K
|
10.9K
$325K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2.87K- 43.3% |
$85.1K - $85.9K
|
3.76K
$112K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.97K- 22.81% |
$88.1K - $88.9K
|
10.1K
$301K
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.12K- 2.0% |
$92.6K - $93.4K
|
153K
$4.57M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.19K- 3.37% |
$94.6K - $95.5K
|
91.5K
$2.74M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.21K- 4.17% |
$95K - $95.9K
|
73.6K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-3.35K- 3.93% |
$99.4K - $100K
|
82K
$2.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.43K- 9.85% |
$102K - $103K
|
31.3K
$937K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.54K- 1.88% |
$105K - $106K
|
185K
$5.53M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.55K- 2.91% |
$105K - $106K
|
118K
$3.54M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.6K- 5.47% |
$107K - $108K
|
62.3K
$1.86M
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-3.96K- 5.19% |
$117K - $118K
|
72.4K
$2.16M
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-4.07K- 9.97% |
$121K - $122K
|
36.8K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Echo Wealth Management, LLC
|
SELL
|
- |
-4.09K- 8.2% |
$121K - $122K
|
45.8K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-4.12K- 3.04% |
$122K - $123K
|
132K
$3.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-4.19K- 17.51% |
$124K - $125K
|
19.7K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-4.26K- 20.57% |
$126K - $128K
|
16.5K
$492K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.34K- 31.5% |
$129K - $130K
|
9.44K
$282K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-4.42K- 6.1% |
$131K - $132K
|
68.1K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-4.43K- 7.18% |
$131K - $133K
|
57.3K
$1.71M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.43K- 6.6% |
$131K - $133K
|
62.7K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.53K- 5.29% |
$134K - $136K
|
81.1K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-4.56K- 6.3% |
$135K - $136K
|
67.9K
$2.03M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4.68K- 4.28% |
$139K - $140K
|
105K
$3.13M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.92K- 14.34% |
$146K - $147K
|
29.4K
$878K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.21K- 7.98% |
$155K - $156K
|
60.1K
$1.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.61K- 3.59% |
$166K - $168K
|
150K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.67K- 27.23% |
$168K - $170K
|
15.2K
$453K
|
|
|
Apr 19, 2024
Q1 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-5.99K- 23.45% |
$178K - $179K
|
19.5K
$585K
|