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 27, 2021
Q2 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-3.07K- 5.69% |
$96K - $96.3K
|
50.9K
$1.52M
|
|
Jul 13, 2021
Q2 2021
|
Keudell
|
SELL
|
- |
-3.2K- 14.02% |
$100K - $101K
|
19.7K
$587K
|
|
Jul 23, 2021
Q2 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.23K- 44.71% |
$101K - $101K
|
4K
$120K
|
|
Aug 05, 2021
Q2 2021
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.49K- 34.9% |
$109K - $109K
|
6.5K
$194K
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.53K- 11.64% |
$110K - $111K
|
26.8K
$801K
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.6K- 2.31% |
$112K - $113K
|
152K
$4.55M
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-3.6K- 2.91% |
$113K - $113K
|
120K
$3.59M
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-3.88K- 70.84% |
$121K - $122K
|
1.6K
$47.7K
|
|
Aug 16, 2021
Q2 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3.88K- 6.61% |
$121K - $122K
|
54.9K
$1.64M
|
|
Aug 03, 2021
Q2 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.91K- 6.85% |
$122K - $123K
|
53.2K
$1.59M
|
|
Aug 04, 2021
Q2 2021
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-4.6K- 22.86% |
$144K - $144K
|
15.5K
$464K
|
|
Aug 13, 2021
Q2 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.67K- 10.9% |
$146K - $146K
|
38.2K
$1.14M
|
|
Aug 04, 2021
Q2 2021
|
Wrapmanager Inc
|
SELL
|
- |
-4.75K- 2.86% |
$148K - $149K
|
161K
$4.81M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.85K- 78.51% |
$152K - $152K
|
1.33K
$39.7K
|
|
Aug 10, 2021
Q2 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-4.87K- 3.97% |
$152K - $153K
|
118K
$3.53M
|
|
Aug 05, 2021
Q2 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5.08K- 23.12% |
$159K - $159K
|
16.9K
$505K
|
|
Jul 16, 2021
Q2 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-5.18K- 25.57% |
$162K - $162K
|
15.1K
$450K
|
|
Aug 16, 2021
Q2 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-5.41K- 40.17% |
$169K - $170K
|
8.06K
$241K
|
|
Jul 26, 2021
Q2 2021
|
Fullen Financial Group
|
SELL
|
- |
-5.54K- 4.35% |
$173K - $174K
|
122K
$3.65M
|
|
Jul 21, 2021
Q2 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-5.65KClosed |
$177K - $177K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.67K- 8.5% |
$177K - $178K
|
61K
$1.82M
|
|
Aug 13, 2021
Q2 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6K- 17.14% |
$188K - $188K
|
29K
$867K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.05K- 8.15% |
$189K - $190K
|
68.2K
$2.04M
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.57KClosed |
$205K - $206K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-6.89K- 3.37% |
$215K - $216K
|
197K
$5.9M
|
|
Aug 13, 2021
Q2 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.92K- 23.75% |
$216K - $217K
|
22.2K
$663K
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-7.32KClosed |
$229K - $230K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-7.5KClosed |
$234K - $235K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-7.65K- 15.32% |
$239K - $240K
|
42.3K
$1.26M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.72K- 8.97% |
$241K - $242K
|
78.4K
$2.34M
|
|
Aug 17, 2021
Q2 2021
|
Retirement Group, LLC
|
SELL
|
- |
-7.9K- 23.2% |
$247K - $248K
|
26.2K
$781K
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-8.2K- 3.02% |
$256K - $257K
|
263K
$7.87M
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.34KClosed |
$261K - $262K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.36KClosed |
$261K - $262K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.37KClosed |
$262K - $263K
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.73K- 43.98% |
$273K - $274K
|
11.1K
$332K
|
|
Jul 21, 2021
Q2 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-8.97KClosed |
$280K - $281K
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.11K- 6.42% |
$285K - $286K
|
133K
$3.97M
|
|
Aug 12, 2021
Q2 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-9.23K- 6.33% |
$288K - $289K
|
136K
$4.08M
|
|
Aug 12, 2021
Q2 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-9.6KClosed |
$300K - $301K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.93KClosed |
$310K - $311K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Navalign, LLC
|
SELL
|
- |
-10.4KClosed |
$326K - $327K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10.5KClosed |
$329K - $331K
|
0
$0
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-10.9K- 12.02% |
$342K - $343K
|
80.1K
$2.39M
|
|
Aug 16, 2021
Q2 2021
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-11.8KClosed |
$369K - $370K
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-12.3K- 40.59% |
$384K - $386K
|
18K
$538K
|
|
Aug 16, 2021
Q2 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-12.5K- 6.48% |
$391K - $392K
|
180K
$5.39M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-12.8K- 5.61% |
$401K - $402K
|
216K
$6.45M
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-13K- 35.25% |
$405K - $407K
|
23.8K
$712K
|
|
Aug 03, 2021
Q2 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-13.6K- 3.86% |
$425K - $426K
|
339K
$10.1M
|