Purchases and Sales Made in Q2 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2023. 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 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.36MNew |
$157M - $159M
|
5.36M
$160M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.03M+ 1550.63% |
$148M - $150M
|
5.36M
$160M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.82M+ 32489.59% |
$142M - $143M
|
4.84M
$145M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.24M+ 32.92% |
$124M - $126M
|
17.1M
$511M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.36MNew |
$69.3M - $70.1M
|
2.36M
$70.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.19MNew |
$64.3M - $65M
|
2.19M
$65.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.48MNew |
$43.5M - $44M
|
1.48M
$44.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
975K+ 123.58% |
$28.6M - $29M
|
1.76M
$52.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
658KNew |
$19.3M - $19.6M
|
658K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
571K+ 248.47% |
$16.8M - $17M
|
801K
$23.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
432K+ 72.94% |
$12.7M - $12.8M
|
1.03M
$30.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
393K+ 6.59% |
$11.5M - $11.7M
|
6.36M
$190M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
347K+ 20.84% |
$10.2M - $10.3M
|
2.02M
$60.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
256K+ 35.61% |
$7.52M - $7.61M
|
976K
$29.2M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
246KNew |
$7.22M - $7.3M
|
246K
$7.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
241K+ 128.34% |
$7.08M - $7.17M
|
429K
$12.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
237K+ 4.66% |
$6.96M - $7.04M
|
5.32M
$159M
|
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
235K+ 373.41% |
$6.91M - $6.99M
|
298K
$8.92M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218K+ 4554.97% |
$6.4M - $6.47M
|
223K
$6.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
202K+ 257.98% |
$5.93M - $6M
|
280K
$8.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
200K+ 51.28% |
$5.87M - $5.94M
|
590K
$17.6M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
194K+ 6.41% |
$5.7M - $5.76M
|
3.22M
$96.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
194K+ 6.41% |
$5.7M - $5.76M
|
3.22M
$96.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181K+ 4.79% |
$5.31M - $5.37M
|
3.95M
$118M
|
|
|
Jul 20, 2023
Q2 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
163K+ 5.05% |
$4.78M - $4.84M
|
3.39M
$101M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
155KNew |
$4.55M - $4.61M
|
155K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
154K+ 628.96% |
$4.53M - $4.58M
|
179K
$5.35M
|
|
|
Jul 07, 2023
Q2 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
154KNew |
$4.51M - $4.56M
|
154K
$4.59M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
149K+ 64.67% |
$4.37M - $4.42M
|
379K
$11.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
146K+ 5.18% |
$4.28M - $4.33M
|
2.96M
$88.5M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
141K+ 1191.09% |
$4.15M - $4.2M
|
153K
$4.58M
|
|
|
Oct 23, 2024
Q2 2023
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
139K+ 26.33% |
$4.08M - $4.13M
|
667K
$19.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
134KNew |
$3.93M - $3.97M
|
134K
$4M
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
134K+ 117.75% |
$3.93M - $3.97M
|
247K
$7.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
106KNew |
$3.11M - $3.14M
|
106K
$3.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
98.4KNew |
$2.89M - $2.92M
|
98.4K
$2.94M
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
95.6K+ 13.21% |
$2.81M - $2.84M
|
819K
$24.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
89.2K+ 84.78% |
$2.62M - $2.65M
|
195K
$5.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
84.9K+ 28.75% |
$2.49M - $2.52M
|
380K
$11.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.2K+ 2.01% |
$2.41M - $2.44M
|
4.18M
$125M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
82.2KNew |
$2.41M - $2.44M
|
82.2K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
81.6KNew |
$2.39M - $2.42M
|
81.6K
$2.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
74.4K+ 6.2% |
$2.19M - $2.21M
|
1.28M
$38.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
72.2K+ 2.2% |
$2.12M - $2.15M
|
3.36M
$100M
|
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
71.4KNew |
$2.1M - $2.12M
|
71.4K
$2.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
65.7KNew |
$1.93M - $1.95M
|
65.7K
$1.96M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
63.7K+ 331.18% |
$1.87M - $1.89M
|
83K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
63.5KNew |
$1.87M - $1.89M
|
63.5K
$1.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
54.9K+ 0.46% |
$1.61M - $1.63M
|
11.9M
$355M
|
|
|
Aug 03, 2023
Q2 2023
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
52.9K+ 28.31% |
$1.55M - $1.57M
|
240K
$7.16M
|