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
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-32.4K- 39.82% |
$960K - $969K
|
48.9K
$1.46M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-32.4K- 37.11% |
$962K - $970K
|
55K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-36.7K- 52.05% |
$1.09M - $1.1M
|
33.8K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-37.6K- 39.88% |
$1.12M - $1.13M
|
56.8K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-38.3K- 17.12% |
$1.13M - $1.15M
|
185K
$5.54M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-49.5K- 29.85% |
$1.47M - $1.48M
|
116K
$3.48M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-50.3K- 31.74% |
$1.49M - $1.51M
|
108K
$3.23M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.8K- 29.32% |
$1.51M - $1.52M
|
123K
$3.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-52.2K- 11.73% |
$1.55M - $1.56M
|
393K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-53.2K- 33.03% |
$1.58M - $1.59M
|
108K
$3.22M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-56.7K- 41.45% |
$1.68M - $1.7M
|
80.1K
$2.39M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-58.4K- 8.5% |
$1.73M - $1.75M
|
629K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-58.6K- 2.81% |
$1.74M - $1.75M
|
2.02M
$60.5M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-60.2K- 44.4% |
$1.78M - $1.8M
|
75.3K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-62.7K- 2.05% |
$1.86M - $1.88M
|
3M
$89.6M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-62.9K- 82.79% |
$1.87M - $1.88M
|
13.1K
$391K
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-65.1K- 16.15% |
$1.93M - $1.95M
|
338K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-67.1K- 5.83% |
$1.99M - $2.01M
|
1.08M
$32.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-70.9K- 12.6% |
$2.1M - $2.12M
|
492K
$14.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-71.8K- 37.4% |
$2.13M - $2.15M
|
120K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-74.4K- 13.65% |
$2.21M - $2.23M
|
471K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-78.7K- 12.6% |
$2.33M - $2.35M
|
546K
$16.3M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-80.4K- 22.83% |
$2.38M - $2.41M
|
272K
$8.12M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-90.3K- 63.52% |
$2.68M - $2.7M
|
51.8K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-98.1K- 94.4% |
$2.91M - $2.93M
|
5.82K
$174K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-100K- 15.04% |
$2.98M - $3M
|
567K
$16.9M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-101K- 5.91% |
$3M - $3.03M
|
1.61M
$48.1M
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-124K- 15.41% |
$3.67M - $3.7M
|
679K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-131K- 2.42% |
$3.89M - $3.93M
|
5.28M
$158M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-137K- 23.93% |
$4.07M - $4.11M
|
436K
$13M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-145K- 99.47% |
$4.3M - $4.34M
|
778
$23.2K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-202K- 92.16% |
$6M - $6.06M
|
17.2K
$514K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-204K- 69.01% |
$6.04M - $6.1M
|
91.5K
$2.73M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-278K- 5.46% |
$8.26M - $8.33M
|
4.82M
$144M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-286K- 24.18% |
$8.48M - $8.55M
|
896K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-288K- 18.4% |
$8.53M - $8.61M
|
1.28M
$38.1M
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-300K- 97.58% |
$8.9M - $8.98M
|
7.46K
$223K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-303K- 90.9% |
$9M - $9.08M
|
30.4K
$907K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-377K- 91.51% |
$11.2M - $11.3M
|
35K
$1.04M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-392K- 55.59% |
$11.6M - $11.7M
|
314K
$9.37M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-401K- 78.38% |
$11.9M - $12M
|
111K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-409K- 48.39% |
$12.1M - $12.2M
|
436K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-411K- 19.6% |
$12.2M - $12.3M
|
1.68M
$50.3M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-443K- 21.52% |
$13.1M - $13.3M
|
1.62M
$48.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-478K- 80.97% |
$14.2M - $14.3M
|
112K
$3.36M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-492K- 10.11% |
$14.6M - $14.7M
|
4.37M
$131M
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-519K- 74.47% |
$15.4M - $15.5M
|
178K
$5.32M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-839K- 16.09% |
$24.9M - $25.1M
|
4.37M
$131M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-839K- 16.09% |
$24.9M - $25.1M
|
4.37M
$131M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-907K- 46.73% |
$26.9M - $27.1M
|
1.03M
$30.9M
|