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 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
$4.49M
|
|
|
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
$584K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-6.02K- 2.48% |
$178K - $180K
|
237K
$7.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Systelligence, LLC
|
SELL
|
- |
-6.03K- 2.27% |
$179K - $180K
|
260K
$7.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-6.05K- 16.86% |
$179K - $181K
|
29.8K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6.1K- 8.96% |
$181K - $183K
|
62K
$1.85M
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6.1K- 8.96% |
$181K - $183K
|
62K
$1.85M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-6.31K- 28.89% |
$187K - $189K
|
15.5K
$464K
|
|
|
Apr 05, 2024
Q1 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-6.98K- 3.41% |
$207K - $209K
|
197K
$5.9M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-7.03K- 46.93% |
$208K - $210K
|
7.95K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-7.11K- 35.63% |
$211K - $213K
|
12.8K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.12K- 43.13% |
$211K - $213K
|
9.39K
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-7.33K- 22.17% |
$217K - $219K
|
25.7K
$769K
|
|
|
May 06, 2024
Q1 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-7.35K- 23.98% |
$218K - $220K
|
23.3K
$696K
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.25K- 8.28% |
$245K - $247K
|
91.4K
$2.73M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-8.63K- 20.96% |
$256K - $258K
|
32.5K
$972K
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.95K- 7.57% |
$265K - $268K
|
109K
$3.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-9.71K- 33.36% |
$288K - $290K
|
19.4K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.93K- 42.47% |
$294K - $297K
|
13.5K
$402K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-10.3K- 21.98% |
$306K - $309K
|
36.7K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-10.7K- 39.67% |
$318K - $320K
|
16.3K
$487K
|
|
|
May 13, 2024
Q1 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-10.9K- 43.5% |
$322K - $325K
|
14.1K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-11.2K- 47.62% |
$331K - $334K
|
12.3K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.6K- 0.46% |
$343K - $346K
|
2.52M
$75.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12K- 63.17% |
$356K - $359K
|
7K
$209K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.4K- 21.04% |
$366K - $370K
|
46.3K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-12.8K- 6.08% |
$378K - $382K
|
197K
$5.89M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.5K- 13.39% |
$399K - $403K
|
87.1K
$2.6M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-13.6K- 50.21% |
$403K - $406K
|
13.5K
$402K
|
|
|
May 08, 2024
Q1 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-14.6K- 2.2% |
$434K - $438K
|
652K
$19.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.6K- 25.84% |
$462K - $466K
|
44.7K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-16.2K- 30.0% |
$482K - $486K
|
37.9K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-16.7K- 7.26% |
$495K - $499K
|
213K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18K- 8.72% |
$533K - $538K
|
188K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-18K- 64.39% |
$534K - $539K
|
9.96K
$298K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.5K- 33.39% |
$549K - $554K
|
37K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-18.7K- 31.82% |
$555K - $560K
|
40.1K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-20.9K- 26.02% |
$619K - $624K
|
59.3K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-21.1K- 46.12% |
$627K - $633K
|
24.7K
$738K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23.3K- 28.06% |
$691K - $697K
|
59.8K
$1.79M
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-23.6K- 72.9% |
$700K - $706K
|
8.78K
$262K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-24.3K- 31.31% |
$721K - $727K
|
53.3K
$1.59M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.9K- 4.44% |
$768K - $775K
|
557K
$16.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-27.3K- 68.89% |
$808K - $816K
|
12.3K
$368K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-29.6K- 17.19% |
$878K - $886K
|
143K
$4.26M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-30.6K- 35.02% |
$906K - $915K
|
56.7K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-30.7K- 13.42% |
$911K - $919K
|
198K
$5.92M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-32K- 14.11% |
$948K - $957K
|
195K
$5.82M
|