Purchases and Sales Made in Q2 2021 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
58.7K+ 11.55% |
$1.83M - $1.84M
|
567K
$17M
|
|
|
Jul 21, 2021
Q2 2021
|
Brendel Financial Advisors LLC
|
BUY
|
- |
56.5KNew |
$1.77M - $1.77M
|
56.5K
$1.69M
|
|
|
Nov 16, 2021
Q2 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
53.7K+ 11.16% |
$1.68M - $1.68M
|
534K
$16M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
52.7K+ 246.71% |
$1.65M - $1.65M
|
74.1K
$2.22M
|
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
48.3K+ 185.47% |
$1.51M - $1.51M
|
74.3K
$2.22M
|
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
47K+ 3.35% |
$1.47M - $1.48M
|
1.45M
$43.4M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
44.9K+ 327.98% |
$1.41M - $1.41M
|
58.7K
$1.75M
|
|
|
Aug 13, 2021
Q2 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
43.2K+ 16.65% |
$1.35M - $1.35M
|
302K
$9.04M
|
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
43K+ 9.56% |
$1.34M - $1.35M
|
493K
$14.7M
|
|
|
Aug 09, 2021
Q2 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
42.7K+ 42.88% |
$1.33M - $1.34M
|
142K
$4.25M
|
|
|
Aug 16, 2021
Q2 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
41.7K+ 6.1% |
$1.3M - $1.31M
|
725K
$21.7M
|
|
|
Jul 26, 2021
Q2 2021
|
Excalibur Management Corp
|
BUY
|
- |
39.8K+ 42.98% |
$1.25M - $1.25M
|
133K
$3.96M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
38.4K+ 27.24% |
$1.2M - $1.2M
|
179K
$5.37M
|
|
|
Aug 04, 2021
Q2 2021
|
Graypoint LLC
|
BUY
|
- |
37.4K+ 205.1% |
$1.17M - $1.17M
|
55.6K
$1.66M
|
|
|
Aug 16, 2021
Q2 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
36K+ 150.49% |
$1.12M - $1.13M
|
59.9K
$1.79M
|
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.3K+ 52.25% |
$1.1M - $1.11M
|
103K
$3.07M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
35.2K+ 3.34% |
$1.1M - $1.1M
|
1.09M
$32.5M
|
|
|
Aug 16, 2021
Q2 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.1K+ 8.48% |
$1.1M - $1.1M
|
450K
$13.4M
|
|
|
Aug 03, 2021
Q2 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
34.7K+ 4.83% |
$1.09M - $1.09M
|
754K
$22.5M
|
|
|
Jul 20, 2021
Q2 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
31.6K+ 11.85% |
$987K - $990K
|
298K
$8.91M
|
|
|
Aug 06, 2021
Q2 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
31.5K+ 27.71% |
$984K - $988K
|
145K
$4.34M
|
|
|
Jul 21, 2021
Q2 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
31.1K+ 10.07% |
$973K - $977K
|
340K
$10.2M
|
|
|
Jul 12, 2021
Q2 2021
|
Courier Capital LLC
|
BUY
|
- |
31K+ 38.58% |
$968K - $971K
|
111K
$3.33M
|
|
|
Jul 28, 2021
Q2 2021
|
Iron Financial, LLC
|
BUY
|
- |
29.2K+ 4.14% |
$914K - $917K
|
736K
$22M
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.9KNew |
$840K - $843K
|
26.9K
$804K
|
|
|
Jul 23, 2021
Q2 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
26.5K+ 15.84% |
$828K - $831K
|
194K
$5.79M
|
|
|
Aug 16, 2021
Q2 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
26.1KNew |
$815K - $817K
|
26.1K
$779K
|
|
|
Aug 09, 2021
Q2 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
26K+ 10.1% |
$812K - $815K
|
283K
$8.47M
|
|
|
Aug 12, 2021
Q2 2021
|
Pecaut & Co.
|
BUY
|
- |
24.8KNew |
$775K - $778K
|
24.8K
$741K
|
|
|
Jul 26, 2021
Q2 2021
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
24.7K+ 195.38% |
$772K - $775K
|
37.3K
$1.12M
|
|
|
Aug 16, 2021
Q2 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
23.6K+ 16.31% |
$736K - $739K
|
168K
$5.02M
|
|
|
Jul 29, 2021
Q2 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
22.8K+ 1.79% |
$714K - $717K
|
1.3M
$38.9M
|
|
|
Jul 19, 2021
Q2 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
22.2K+ 2.82% |
$693K - $695K
|
807K
$24.2M
|
|
|
Aug 12, 2021
Q2 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
22K+ 3.57% |
$687K - $689K
|
638K
$19.1M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
21.6K+ 21.75% |
$675K - $678K
|
121K
$3.62M
|
|
|
Aug 12, 2021
Q2 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
21.4K+ 6.52% |
$670K - $673K
|
350K
$10.5M
|
|
|
Aug 13, 2021
Q2 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
20.9K+ 20.75% |
$653K - $655K
|
121K
$3.63M
|
|
|
Jul 22, 2021
Q2 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
20.3KNew |
$633K - $635K
|
20.3K
$606K
|
|
|
Jul 26, 2021
Q2 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
20.1K+ 0.98% |
$628K - $630K
|
2.07M
$62M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.6K+ 7.65% |
$612K - $615K
|
276K
$8.25M
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
19.6K+ 9.55% |
$611K - $614K
|
224K
$6.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.5K+ 21.6% |
$609K - $611K
|
110K
$3.28M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.2K+ 111.78% |
$599K - $601K
|
36.3K
$1.09M
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
19K+ 47.33% |
$593K - $595K
|
59K
$1.76M
|
|
|
Jul 19, 2021
Q2 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
18.3K+ 2.52% |
$573K - $575K
|
745K
$22.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.7K+ 2.96% |
$521K - $523K
|
579K
$17.3M
|
|
|
Aug 24, 2021
Q2 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16K+ 58.15% |
$499K - $501K
|
43.4K
$1.3M
|
|
|
Jul 27, 2021
Q2 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
14.9KNew |
$465K - $466K
|
14.9K
$444K
|
|
|
Sep 01, 2021
Q2 2021
|
Goal Vest Advisory LLC
|
BUY
|
- |
14.9KNew |
$464K - $466K
|
14.9K
$444K
|
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
14.6KNew |
$457K - $459K
|
14.6K
$437K
|