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 11, 2021
Q2 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.37K+ 14.99% |
$168K - $168K
|
41.2K
$1.23M
|
|
|
Aug 02, 2021
Q2 2021
|
Dakota Wealth Management
|
BUY
|
- |
5.36K+ 42.89% |
$168K - $168K
|
17.9K
$534K
|
|
|
Aug 16, 2024
Q2 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.07K+ 267.39% |
$158K - $159K
|
6.96K
$208K
|
|
|
Aug 09, 2021
Q2 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.02K+ 22.89% |
$157K - $158K
|
27K
$806K
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5K+ 15.82% |
$156K - $157K
|
36.6K
$1.09M
|
|
|
Jul 26, 2021
Q2 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.95K+ 36.14% |
$155K - $155K
|
18.6K
$557K
|
|
|
Aug 09, 2021
Q2 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
4.92K+ 48.0% |
$154K - $154K
|
15.2K
$454K
|
|
|
Aug 09, 2021
Q2 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.9K+ 3.22% |
$153K - $154K
|
157K
$4.69M
|
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.76K+ 11.86% |
$149K - $149K
|
44.9K
$1.34M
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.52K+ 173.61% |
$141K - $142K
|
7.12K
$213K
|
|
|
Jul 12, 2021
Q2 2021
|
Cooper Financial Group
|
BUY
|
- |
4.39K+ 8.11% |
$137K - $138K
|
58.4K
$1.75M
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
4.34K+ 9.46% |
$136K - $136K
|
50.3K
$1.5M
|
|
|
Jul 15, 2021
Q2 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
4.32K+ 3.73% |
$135K - $136K
|
120K
$3.59M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.94K+ 38.01% |
$123K - $124K
|
14.3K
$428K
|
|
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
3.8KNew |
$119K - $119K
|
3.8K
$114K
|
|
|
Aug 12, 2021
Q2 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
3.76K+ 2.04% |
$118K - $118K
|
188K
$5.63M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76K+ 7.65% |
$117K - $118K
|
52.9K
$1.58M
|
|
|
Jul 13, 2021
Q2 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.68K+ 5.01% |
$83.8K - $84.1K
|
56.2K
$1.68M
|
|
|
Aug 13, 2021
Q2 2021
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.67K+ 7.01% |
$83.5K - $83.8K
|
40.8K
$1.22M
|
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.46K+ 20.21% |
$76.8K - $77K
|
14.6K
$437K
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.45K+ 139.59% |
$76.7K - $77K
|
4.21K
$126K
|
|
|
Aug 05, 2021
Q2 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.42KNew |
$75.7K - $75.9K
|
2.42K
$72.3K
|
|
|
Jul 26, 2021
Q2 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
2.32K+ 1.84% |
$72.6K - $72.9K
|
129K
$3.85M
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.14K+ 7.23% |
$67K - $67.3K
|
31.8K
$951K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.11K+ 22.62% |
$66.1K - $66.3K
|
11.5K
$342K
|
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.93K+ 1.42% |
$60.4K - $60.6K
|
138K
$4.12M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82KNew |
$57K - $57.2K
|
1.82K
$54.5K
|
|
|
Aug 25, 2021
Q2 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.71K+ 0.68% |
$53.4K - $53.6K
|
254K
$7.6M
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.69K+ 10.0% |
$52.9K - $53K
|
18.6K
$556K
|
|
|
Aug 13, 2021
Q2 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
1.6K+ 2.59% |
$49.9K - $50.1K
|
63.3K
$1.89M
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
1.56K+ 12.32% |
$48.7K - $48.9K
|
14.2K
$425K
|
|
|
Aug 05, 2021
Q2 2021
|
Simmons Bank
|
BUY
|
- |
1.53K+ 1.02% |
$47.7K - $47.9K
|
151K
$4.52M
|
|
|
Aug 13, 2021
Q2 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.5K+ 115.03% |
$46.9K - $47.1K
|
2.8K
$83.8K
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.45K+ 2.71% |
$45.4K - $45.5K
|
55.1K
$1.65M
|
|
|
Jul 29, 2021
Q2 2021
|
Investors Research Corp
|
BUY
|
- |
1.43K+ 100.35% |
$44.8K - $45K
|
2.86K
$85.5K
|
|
|
Aug 11, 2021
Q2 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.33K+ 11.79% |
$41.5K - $41.7K
|
12.6K
$377K
|
|
|
Jul 29, 2021
Q2 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
1.3K+ 4.65% |
$40.5K - $40.7K
|
29.2K
$871K
|
|
|
Jul 30, 2021
Q2 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.24K+ 0.07% |
$38.9K - $39K
|
1.71M
$51M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
1.19K+ 5.2% |
$37.1K - $37.2K
|
24K
$717K
|
|
|
Aug 16, 2021
Q2 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.04K+ 7.15% |
$32.4K - $32.6K
|
15.5K
$465K
|
|
|
Aug 12, 2021
Q2 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
1.02K+ 2.08% |
$31.7K - $31.8K
|
49.7K
$1.49M
|
|
|
Jul 29, 2021
Q2 2021
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
955+ 2.98% |
$29.9K - $30K
|
33K
$985K
|
|
|
Aug 05, 2021
Q2 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
933+ 9.5% |
$29.2K - $29.3K
|
10.8K
$321K
|
|
|
Aug 13, 2021
Q2 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
916+ 0.87% |
$28.6K - $28.7K
|
106K
$3.17M
|
|
|
Jul 19, 2021
Q2 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
901New |
$28.2K - $28.3K
|
901
$26.9K
|
|
|
Apr 19, 2024
Q2 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
706+ 3.16% |
$22.1K - $22.1K
|
23K
$688K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
700+ 0.27% |
$21.9K - $22K
|
263K
$7.85M
|
|
|
Jul 21, 2021
Q2 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
695+ 5.32% |
$21.7K - $21.8K
|
13.8K
$411K
|
|
|
Aug 02, 2021
Q2 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
675+ 1.7% |
$21.1K - $21.2K
|
40.5K
$1.21M
|
|
|
Aug 09, 2021
Q2 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
638+ 4.77% |
$19.9K - $20K
|
14K
$419K
|