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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2021
Q2 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
14.5K+ 9.84% |
$452K - $454K
|
162K
$4.83M
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
14.4K+ 48.4% |
$449K - $450K
|
44K
$1.32M
|
|
|
Aug 06, 2021
Q2 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
14.3K+ 6.91% |
$446K - $448K
|
221K
$6.6M
|
|
|
Jul 09, 2021
Q2 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
13.8KNew |
$432K - $434K
|
13.8K
$413K
|
|
|
Jul 06, 2021
Q2 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
12.7K+ 7.61% |
$397K - $399K
|
180K
$5.37M
|
|
|
Aug 06, 2021
Q2 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
12.6K+ 5.24% |
$395K - $397K
|
254K
$7.58M
|
|
|
Aug 02, 2021
Q2 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
12.4K+ 4.9% |
$388K - $390K
|
266K
$7.94M
|
|
|
Aug 13, 2021
Q2 2021
|
Bailard, Inc.
|
BUY
|
- |
12.3K+ 18.71% |
$384K - $386K
|
78K
$2.33M
|
|
|
Jul 15, 2021
Q2 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
12.1K+ 129.6% |
$379K - $380K
|
21.5K
$642K
|
|
|
Aug 12, 2021
Q2 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
12KNew |
$374K - $376K
|
12K
$358K
|
|
|
Aug 11, 2021
Q2 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
11.7KNew |
$366K - $367K
|
11.7K
$350K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
11.5K+ 1448.86% |
$359K - $360K
|
12.3K
$367K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$349K - $350K
|
11.2K
$334K
|
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.1K+ 344.21% |
$348K - $349K
|
14.4K
$429K
|
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 46.92% |
$347K - $348K
|
34.7K
$1.04M
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
10.8KNew |
$338K - $339K
|
10.8K
$323K
|
|
|
Aug 11, 2021
Q2 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.1K+ 71.38% |
$316K - $317K
|
24.3K
$725K
|
|
|
Aug 11, 2021
Q2 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
10K+ 2.23% |
$313K - $314K
|
459K
$13.7M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
9.87K+ 13.34% |
$308K - $310K
|
83.8K
$2.5M
|
|
|
Jul 30, 2021
Q2 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
9.64KNew |
$301K - $302K
|
9.64K
$288K
|
|
|
Nov 02, 2021
Q2 2021
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
9.4KNew |
$294K - $295K
|
9.4K
$281K
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.38K+ 125.74% |
$293K - $294K
|
16.8K
$503K
|
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
9.17K+ 11.17% |
$286K - $288K
|
91.2K
$2.73M
|
|
|
Jul 22, 2021
Q2 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
8.8K+ 5.0% |
$275K - $276K
|
185K
$5.52M
|
|
|
Jul 20, 2021
Q2 2021
|
Cottage Street Advisors LLC
|
BUY
|
- |
8.36K+ 16.76% |
$261K - $262K
|
58.2K
$1.74M
|
|
|
Aug 06, 2021
Q2 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
8.25K+ 3.59% |
$258K - $259K
|
238K
$7.11M
|
|
|
Aug 24, 2021
Q2 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
7.76K+ 6.8% |
$243K - $243K
|
122K
$3.64M
|
|
|
Aug 16, 2021
Q2 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.7KNew |
$241K - $242K
|
7.7K
$230K
|
|
|
Jul 28, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
- |
7.65KNew |
$239K - $240K
|
7.65K
$229K
|
|
|
Aug 12, 2021
Q2 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.61KNew |
$238K - $239K
|
7.61K
$227K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7.48KNew |
$234K - $235K
|
7.48K
$224K
|
|
|
Aug 22, 2023
Q2 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
7.19KNew |
$225K - $226K
|
7.19K
$215K
|
|
|
Dec 19, 2024
Q2 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
7.15KNew |
$223K - $224K
|
7.15K
$214K
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
6.95K+ 34.53% |
$217K - $218K
|
27.1K
$809K
|
|
|
Jul 22, 2021
Q2 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.81K+ 18.87% |
$213K - $213K
|
42.9K
$1.28M
|
|
|
Aug 02, 2021
Q2 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
6.8KNew |
$213K - $213K
|
6.8K
$203K
|
|
|
Jul 07, 2021
Q2 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
6.76K+ 5.92% |
$211K - $212K
|
121K
$3.61M
|
|
|
Jul 20, 2021
Q2 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
6.71KNew |
$210K - $210K
|
6.71K
$200K
|
|
|
Aug 05, 2021
Q2 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.7KNew |
$210K - $210K
|
6.7K
$200K
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.67KNew |
$209K - $209K
|
6.67K
$199K
|
|
|
Aug 16, 2021
Q2 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
6.67KNew |
$208K - $209K
|
6.67K
$199K
|
|
|
May 26, 2023
Q2 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
6.5K+ 3.15% |
$203K - $204K
|
213K
$6.36M
|
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
6.37KNew |
$199K - $200K
|
6.37K
$190K
|
|
|
Aug 12, 2021
Q2 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
6.32K+ 78.88% |
$198K - $198K
|
14.3K
$428K
|
|
|
Aug 10, 2021
Q2 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.12K+ 20.93% |
$191K - $192K
|
35.4K
$1.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
6K+ 22.42% |
$187K - $188K
|
32.7K
$978K
|
|
|
Aug 06, 2021
Q2 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
5.81K+ 11.46% |
$181K - $182K
|
56.5K
$1.69M
|
|
|
Aug 10, 2021
Q2 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
5.59K+ 342.44% |
$175K - $175K
|
7.23K
$216K
|
|
|
Jul 14, 2021
Q2 2021
|
Hnp Capital LLC
|
BUY
|
- |
5.45K+ 3.59% |
$170K - $171K
|
157K
$4.69M
|
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
5.41K+ 5.6% |
$169K - $170K
|
102K
$3.05M
|