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 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
635+ 3.22% |
$19.9K - $19.9K
|
20.3K
$608K
|
|
Jul 09, 2021
Q2 2021
|
Savior LLC
|
BUY
|
- |
471+ 112.41% |
$14.7K - $14.8K
|
890
$26.6K
|
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
465+ 3.22% |
$14.5K - $14.6K
|
14.9K
$445K
|
|
Jul 27, 2021
Q2 2021
|
Eukles Asset Management
|
BUY
|
- |
375+ 0.31% |
$11.7K - $11.8K
|
123K
$3.68M
|
|
Aug 02, 2021
Q2 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
358New |
$11.2K - $11.2K
|
358
$10.7K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
334New |
$10.4K - $10.5K
|
334
$9.98K
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
320New |
$10K - $10K
|
320
$9.56K
|
|
Jul 23, 2021
Q2 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
303New |
$9.47K - $9.51K
|
303
$9.05K
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
281+ 3.47% |
$8.78K - $8.81K
|
8.38K
$250K
|
|
Nov 12, 2021
Q2 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
278+ 1.01% |
$8.69K - $8.72K
|
27.9K
$833K
|
|
Aug 13, 2021
Q2 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
272+ 3.78% |
$8.5K - $8.53K
|
7.48K
$223K
|
|
Aug 12, 2021
Q2 2021
|
Keybank National Association
|
BUY
|
- |
218+ 2.02% |
$6.81K - $6.84K
|
11K
$329K
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
204+ 2.9% |
$6.38K - $6.4K
|
7.25K
$217K
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
BUY
|
- |
200New |
$6.25K - $6.27K
|
200
$5.98K
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
185+ 5.61% |
$5.78K - $5.8K
|
3.49K
$104K
|
|
Feb 13, 2024
Q2 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
149+ 15.44% |
$4.66K - $4.67K
|
1.11K
$33.3K
|
|
Jul 19, 2021
Q2 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
149+ 15.44% |
$4.66K - $4.67K
|
1.11K
$33.3K
|
|
Aug 10, 2021
Q2 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
121+ 8.55% |
$3.78K - $3.8K
|
1.54K
$45.9K
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
103New |
$3.22K - $3.23K
|
103
$3.08K
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
101+ 0.27% |
$3.16K - $3.17K
|
37K
$1.11M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$3.13K - $3.14K
|
100
$2.99K
|
|
Jul 15, 2021
Q2 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
84+ 0.49% |
$2.63K - $2.64K
|
17.4K
$519K
|
|
Aug 10, 2021
Q2 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
84+ 0.64% |
$2.63K - $2.64K
|
13.3K
$397K
|
|
Aug 13, 2021
Q2 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
53New |
$1.66K - $1.66K
|
53
$1.58K
|
|
Aug 09, 2021
Q2 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
25+ 0.28% |
$782 - $784
|
8.96K
$268K
|
|
Jul 26, 2021
Q2 2021
|
Wealthpoint, LLC
|
BUY
|
- |
19+ 0.28% |
$594 - $596
|
6.8K
$203K
|
|
Jul 30, 2021
Q2 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
19+ 0.29% |
$594 - $596
|
6.63K
$198K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
13New |
$406 - $408
|
13
$388
|
|
Jul 26, 2021
Q2 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
12+ 0.16% |
$375 - $376
|
7.72K
$231K
|
|
Aug 09, 2021
Q2 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
12+ 0.12% |
$375 - $376
|
10.2K
$303K
|
|
Aug 12, 2021
Q2 2021
|
Diligent Investors, LLC
|
BUY
|
- |
9+ 0.06% |
$281 - $282
|
14K
$418K
|
|
Jul 29, 2021
Q2 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 1.55% |
$250 - $251
|
525
$15.7K
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.18% |
$219 - $220
|
3.82K
$114K
|
|
Aug 05, 2021
Q2 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
4+ 0.22% |
$125 - $125
|
1.81K
$54.1K
|
|
Aug 03, 2021
Q2 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.37% |
$31.3 - $31.4
|
269
$8.04K
|
|
Aug 16, 2021
Q2 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$31.3 - $31.4
|
523
$15.6K
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$31.3 - $31.4
|
364
$10.9K
|
|
Aug 03, 2021
Q2 2021
|
360 Financial, Inc.
|
BUY
|
- |
1+ 0.0% |
$31.3 - $31.4
|
30.9K
$923K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.48% |
$31.3 - $31.4
|
210
$6.27K
|
|
Aug 11, 2021
Q2 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-22- 0.34% |
$688 - $690
|
6.44K
$192K
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23- 0.24% |
$719 - $722
|
9.71K
$290K
|
|
Aug 10, 2021
Q2 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-25- 9.96% |
$782 - $784
|
226
$6.75K
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-30- 0.18% |
$938 - $941
|
16.5K
$494K
|
|
Jul 16, 2021
Q2 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-71- 0.58% |
$2.22K - $2.23K
|
12.1K
$363K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-81- 6.8% |
$2.53K - $2.54K
|
1.11K
$33.2K
|
|
Jul 22, 2021
Q2 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-95Closed |
$2.97K - $2.98K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-104- 1.39% |
$3.25K - $3.26K
|
7.41K
$221K
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-126Closed |
$3.94K - $3.95K
|
0
$0
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-138- 8.27% |
$4.31K - $4.33K
|
1.53K
$45.7K
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-149- 25.17% |
$4.66K - $4.67K
|
443
$13.2K
|