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 02, 2021
Q2 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-13.9K- 97.45% |
$436K - $437K
|
365
$10.9K
|
|
Jul 21, 2021
Q2 2021
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-15.1KClosed |
$471K - $472K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-15.4K- 42.33% |
$481K - $483K
|
21K
$627K
|
|
Aug 03, 2021
Q2 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-15.6K- 1.67% |
$489K - $491K
|
919K
$27.5M
|
|
Aug 03, 2021
Q2 2021
|
Kingfisher Capital LLC
|
SELL
|
- |
-16KClosed |
$502K - $503K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18.5K- 8.89% |
$577K - $580K
|
189K
$5.66M
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18.5K- 63.09% |
$579K - $581K
|
10.8K
$324K
|
|
Aug 12, 2021
Q2 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-18.7K- 9.74% |
$585K - $587K
|
173K
$5.18M
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.9K- 21.17% |
$591K - $593K
|
70.4K
$2.1M
|
|
Jul 29, 2021
Q2 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-19.6K- 4.1% |
$613K - $615K
|
458K
$13.7M
|
|
Jul 29, 2021
Q2 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-22.8K- 6.11% |
$712K - $714K
|
350K
$10.5M
|
|
Aug 16, 2021
Q2 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-27.8K- 11.09% |
$870K - $873K
|
223K
$6.67M
|
|
Aug 16, 2021
Q2 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-28.9K- 17.12% |
$903K - $906K
|
140K
$4.18M
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-29KClosed |
$906K - $909K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-29.7K- 15.6% |
$929K - $932K
|
161K
$4.8M
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-37.3K- 79.03% |
$1.16M - $1.17M
|
9.89K
$295K
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-38.2K- 7.04% |
$1.19M - $1.2M
|
504K
$15.1M
|
|
Aug 09, 2021
Q2 2021
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-38.3K- 10.72% |
$1.2M - $1.2M
|
319K
$9.53M
|
|
Aug 16, 2021
Q2 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-38.5K- 7.8% |
$1.2M - $1.21M
|
455K
$13.6M
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.9K- 22.57% |
$1.25M - $1.25M
|
137K
$4.09M
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-41.5KClosed |
$1.3M - $1.3M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
SELL
|
- |
-42.4K- 15.96% |
$1.32M - $1.33M
|
223K
$6.67M
|
|
Jul 14, 2021
Q2 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-46.6K- 32.31% |
$1.46M - $1.46M
|
97.7K
$2.92M
|
|
Aug 12, 2021
Q2 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-51.3K- 1.73% |
$1.6M - $1.61M
|
2.92M
$87.2M
|
|
Jul 28, 2021
Q2 2021
|
Shufro Rose & CO LLC
|
SELL
|
- |
-53.7KClosed |
$1.68M - $1.68M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-54.9K- 83.94% |
$1.72M - $1.72M
|
10.5K
$314K
|
|
Jul 27, 2021
Q2 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-57.2K- 4.28% |
$1.79M - $1.8M
|
1.28M
$38.2M
|
|
Aug 06, 2021
Q2 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-61.3KClosed |
$1.92M - $1.92M
|
0
$0
|
|
Jul 27, 2021
Q2 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-61.8K- 97.21% |
$1.93M - $1.94M
|
1.78K
$53K
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-65.3KClosed |
$2.04M - $2.05M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-75.2KClosed |
$2.35M - $2.36M
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-76.4KClosed |
$2.39M - $2.4M
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-76.5KClosed |
$2.39M - $2.4M
|
0
$0
|
|
Jul 15, 2021
Q2 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-77.1K- 78.44% |
$2.41M - $2.42M
|
21.2K
$634K
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-80.4K- 5.42% |
$2.51M - $2.52M
|
1.4M
$42M
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-81.6K- 48.46% |
$2.55M - $2.56M
|
86.8K
$2.59M
|
|
Aug 17, 2021
Q2 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-84.3K- 10.66% |
$2.63M - $2.64M
|
707K
$21.1M
|
|
Aug 02, 2021
Q2 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-92.9K- 23.45% |
$2.9M - $2.91M
|
303K
$9.06M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-98.4K- 50.01% |
$3.08M - $3.09M
|
98.3K
$2.94M
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-105KClosed |
$3.29M - $3.3M
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-106K- 30.25% |
$3.32M - $3.33M
|
245K
$7.32M
|
|
Aug 16, 2021
Q2 2021
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-107K- 36.21% |
$3.34M - $3.36M
|
188K
$5.63M
|
|
Jul 26, 2021
Q2 2021
|
Orca Investment Management, LLC
|
SELL
|
- |
-116KClosed |
$3.63M - $3.64M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-133K- 43.81% |
$4.15M - $4.16M
|
170K
$5.08M
|
|
Aug 13, 2021
Q2 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-140K- 80.81% |
$4.36M - $4.38M
|
33.1K
$990K
|
|
Aug 13, 2021
Q2 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-149K- 96.1% |
$4.67M - $4.68M
|
6.07K
$181K
|
|
Aug 16, 2021
Q2 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-184K- 73.27% |
$5.75M - $5.77M
|
67.1K
$2M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
SELL
|
- |
-192K- 59.47% |
$6.01M - $6.03M
|
131K
$3.91M
|
|
Aug 13, 2021
Q2 2021
|
Clarity Financial LLC
|
SELL
|
- |
-199KClosed |
$6.21M - $6.24M
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-231K- 99.29% |
$7.23M - $7.26M
|
1.65K
$49.3K
|