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 03, 2023
                  Q2 2023
                 
               |   
            
              
   
      Headlands Technologies LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              661New | 
            
                                   
                  $19.4K - $19.6K
                 
             |    
            
                                 
                661
                $20K
                
             |               
            |
| 
               
                  Jul 21, 2023
                  Q2 2023
                 
               |   
            
              
   
      Ifg Advisory, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              657+ 2.28% | 
            
                                   
                  $19.3K - $19.5K
                 
             |    
            
                                 
                29.4K
                $891K
                
             |               
            |
| 
               
                  Aug 13, 2024
                  Q2 2023
                 
               |   
            
              
   
      Meridian Financial, LLC
       
           
            Holliston, MA  | 
            
               BUY                   
             | 
            - | 
              637+ 3.07% | 
            
                                   
                  $18.7K - $18.9K
                 
             |    
            
                                 
                21.4K
                $646K
                
             |               
            |
| 
               
                  Jul 13, 2023
                  Q2 2023
                 
               |   
            
              
   
      City Holding CO
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              637+ 4.72% | 
            
                                   
                  $18.7K - $18.9K
                 
             |    
            
                                 
                14.1K
                $427K
                
             |               
            |
| 
               
                  Aug 15, 2023
                  Q2 2023
                 
               |   
            
              
   
      Fairfield, Bush & Co.
       
           
            Darien, CT  | 
            
               BUY                   
             | 
            - | 
              600New | 
            
                                   
                  $17.6K - $17.8K
                 
             |    
            
                                 
                600
                $18.2K
                
             |               
            |
| 
               
                  Aug 09, 2023
                  Q2 2023
                 
               |   
            
              
   
      Sheets Smith Wealth Management
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              600+ 5.03% | 
            
                                   
                  $17.6K - $17.8K
                 
             |    
            
                                 
                12.5K
                $379K
                
             |               
            |
| 
               
                  Jul 19, 2023
                  Q2 2023
                 
               |   
            
              
   
      Caldwell Sutter Capital, Inc.
       
           
            Sausalito, CA  | 
            
               BUY                   
             | 
            - | 
              577New | 
            
                                   
                  $16.9K - $17.1K
                 
             |    
            
                                 
                577
                $17.5K
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Iht Wealth Management, LLC
       
           
            Chicago, IL  | 
            
               BUY                   
             | 
            - | 
              575+ 0.35% | 
            
                                   
                  $16.9K - $17.1K
                 
             |    
            
                                 
                167K
                $5.06M
                
             |               
            |
| 
               
                  Jul 24, 2023
                  Q2 2023
                 
               |   
            
              
   
      Cottage Street Advisors LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              570+ 3.53% | 
            
                                   
                  $16.7K - $16.9K
                 
             |    
            
                                 
                16.7K
                $506K
                
             |               
            |
| 
               
                  Jul 27, 2023
                  Q2 2023
                 
               |   
            
              
   
      J.W. Cole Advisors, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              554+ 4.47% | 
            
                                   
                  $16.3K - $16.5K
                 
             |    
            
                                 
                13K
                $392K
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Snowden Capital Advisors LLC
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              552+ 3.32% | 
            
                                   
                  $16.2K - $16.4K
                 
             |    
            
                                 
                17.2K
                $521K
                
             |               
            |
| 
               
                  Aug 11, 2023
                  Q2 2023
                 
               |   
            
              
   
      Hhm Wealth Advisors, LLC
       
           
            Chattanooga, TN  | 
            
               BUY                   
             | 
            - | 
              504+ 29.82% | 
            
                                   
                  $14.8K - $15K
                 
             |    
            
                                 
                2.19K
                $66.4K
                
             |               
            |
| 
               
                  Aug 08, 2023
                  Q2 2023
                 
               |   
            
              
   
      Financial Gravity Asset Management, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              503New | 
            
                                   
                  $14.8K - $14.9K
                 
             |    
            
                                 
                503
                $15.2K
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Investors Research Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              481+ 5.42% | 
            
                                   
                  $14.1K - $14.3K
                 
             |    
            
                                 
                9.36K
                $283K
                
             |               
            |
| 
               
                  Aug 08, 2023
                  Q2 2023
                 
               |   
            
              
   
      South State Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              452New | 
            
                                   
                  $13.3K - $13.4K
                 
             |    
            
                                 
                452
                $13.7K
                
             |               
            |
| 
               
                  Jul 13, 2023
                  Q2 2023
                 
               |   
            
              
   
      Rda Financial Network
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              450+ 6.53% | 
            
                                   
                  $13.2K - $13.4K
                 
             |    
            
                                 
                7.35K
                $222K
                
             |               
            |
| 
               
                  Jul 31, 2023
                  Q2 2023
                 
               |   
            
              
   
      Orin Green Financial, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              432+ 0.5% | 
            
                                   
                  $12.7K - $12.8K
                 
             |    
            
                                 
                86.4K
                $2.61M
                
             |               
            |
| 
               
                  Aug 15, 2023
                  Q2 2023
                 
               |   
            
              
   
      Cornerstone Planning Group LLC
       
           
            Fairfield, NJ  | 
            
               BUY                   
             | 
            - | 
              426+ 173.88% | 
            
                                   
                  $12.5K - $12.7K
                 
             |    
            
                                 
                671
                $20.3K
                
             |               
            |
| 
               
                  Jul 12, 2023
                  Q2 2023
                 
               |   
            
              
   
      Hoese & CO LLP
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              408New | 
            
                                   
                  $12K - $12.1K
                 
             |    
            
                                 
                408
                $12.3K
                
             |               
            |
| 
               
                  Aug 11, 2023
                  Q2 2023
                 
               |   
            
              
   
      Per Stirling Capital Management, Llc.
       
           
            Austin, TX  | 
            
               BUY                   
             | 
            - | 
              406+ 2.46% | 
            
                                   
                  $11.9K - $12.1K
                 
             |    
            
                                 
                16.9K
                $513K
                
             |               
            |
| 
               
                  Aug 08, 2023
                  Q2 2023
                 
               |   
            
              
   
      Financial Advisory Service, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              386+ 76.13% | 
            
                                   
                  $11.3K - $11.5K
                 
             |    
            
                                 
                893
                $27K
                
             |               
            |
| 
               
                  Jul 27, 2023
                  Q2 2023
                 
               |   
            
              
   
      Absolute Capital Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              336+ 0.3% | 
            
                                   
                  $9.86K - $9.98K
                 
             |    
            
                                 
                114K
                $3.45M
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Bison Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              325+ 2.33% | 
            
                                   
                  $9.54K - $9.65K
                 
             |    
            
                                 
                14.3K
                $433K
                
             |               
            |
| 
               
                  Jul 21, 2023
                  Q2 2023
                 
               |   
            
              
   
      First Command Advisory Services, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              325New | 
            
                                   
                  $9.54K - $9.65K
                 
             |    
            
                                 
                325
                $9.83K
                
             |               
            |
| 
               
                  Jul 26, 2023
                  Q2 2023
                 
               |   
            
              
   
      Alera Investment Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              312+ 3.06% | 
            
                                   
                  $9.16K - $9.27K
                 
             |    
            
                                 
                10.5K
                $318K
                
             |               
            |
| 
               
                  Aug 15, 2023
                  Q2 2023
                 
               |   
            
              
   
      Atlas Capital Advisors LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              278+ 5.81% | 
            
                                   
                  $8.16K - $8.26K
                 
             |    
            
                                 
                5.06K
                $153K
                
             |               
            |
| 
               
                  Jul 13, 2023
                  Q2 2023
                 
               |   
            
              
   
      Webster Bank, N. A.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              270+ 6.45% | 
            
                                   
                  $7.93K - $8.02K
                 
             |    
            
                                 
                4.45K
                $135K
                
             |               
            |
| 
               
                  Aug 15, 2023
                  Q2 2023
                 
               |   
            
              
   
      Equitable Holdings, Inc.
       
           
            New York, NY  | 
            
               BUY                   
             | 
            - | 
              270+ 0.41% | 
            
                                   
                  $7.93K - $8.02K
                 
             |    
            
                                 
                66.4K
                $2.01M
                
             |               
            |
| 
               
                  Aug 11, 2023
                  Q2 2023
                 
               |   
            
              
   
      Founders Financial Alliance, LLC
       
           
            Raleigh, NC  | 
            
               BUY                   
             | 
            - | 
              269+ 37.41% | 
            
                                   
                  $7.9K - $7.99K
                 
             |    
            
                                 
                988
                $29.9K
                
             |               
            |
| 
               
                  Jul 18, 2023
                  Q2 2023
                 
               |   
            
              
   
      Allworth Financial LP
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              266+ 37.52% | 
            
                                   
                  $7.81K - $7.9K
                 
             |    
            
                                 
                975
                $29.5K
                
             |               
            |
| 
               
                  Aug 03, 2023
                  Q2 2023
                 
               |   
            
              
   
      Avidian Wealth Solutions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              263+ 2.4% | 
            
                                   
                  $7.72K - $7.81K
                 
             |    
            
                                 
                11.2K
                $340K
                
             |               
            |
| 
               
                  Jul 27, 2023
                  Q2 2023
                 
               |   
            
              
   
      National Asset Management, Inc.
       
           
            Boca Raton, FL  | 
            
               BUY                   
             | 
            - | 
              260+ 1.81% | 
            
                                   
                  $7.63K - $7.72K
                 
             |    
            
                                 
                14.6K
                $442K
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      One Capital Management, LLC
       
           
            Westlake Village, CA  | 
            
               BUY                   
             | 
            - | 
              253+ 3.47% | 
            
                                   
                  $7.43K - $7.51K
                 
             |    
            
                                 
                7.55K
                $228K
                
             |               
            |
| 
               
                  Aug 02, 2023
                  Q2 2023
                 
               |   
            
              
   
      Aj Advisors, LLC
       
           
            Nashville, TN  | 
            
               BUY                   
             | 
            - | 
              252+ 1.7% | 
            
                                   
                  $7.4K - $7.48K
                 
             |    
            
                                 
                15.1K
                $457K
                
             |               
            |
| 
               
                  Aug 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Tradition Wealth Management, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              232New | 
            
                                   
                  $6.81K - $6.89K
                 
             |    
            
                                 
                232
                $7.02K
                
             |               
            |
| 
               
                  Jul 17, 2023
                  Q2 2023
                 
               |   
            
              
   
      Impact Partnership Wealth, LLC
       
           
            Kennesaw, GA  | 
            
               BUY                   
             | 
            - | 
              223New | 
            
                                   
                  $6.55K - $6.62K
                 
             |    
            
                                 
                223
                $6.75K
                
             |               
            |
| 
               
                  Feb 13, 2024
                  Q2 2023
                 
               |   
            
              
   
      United Community Bank
       
           
            Greenville, SC  | 
            
               BUY                   
             | 
            - | 
              200+ 1.07% | 
            
                                   
                  $5.87K - $5.94K
                 
             |    
            
                                 
                18.8K
                $570K
                
             |               
            |
| 
               
                  Aug 08, 2023
                  Q2 2023
                 
               |   
            
              
   
      Forvis Wealth Advisors, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              180+ 0.69% | 
            
                                   
                  $5.28K - $5.35K
                 
             |    
            
                                 
                26.3K
                $796K
                
             |               
            |
| 
               
                  Aug 08, 2024
                  Q2 2023
                 
               |   
            
              
   
      Abound Wealth Management
       
           
            Franklin, TN  | 
            
               BUY                   
             | 
            - | 
              178New | 
            
                                   
                  $5.23K - $5.29K
                 
             |    
            
                                 
                178
                $5.39K
                
             |               
            |
| 
               
                  Jul 21, 2023
                  Q2 2023
                 
               |   
            
              
   
      Austin Private Wealth, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              167+ 0.89% | 
            
                                   
                  $4.9K - $4.96K
                 
             |    
            
                                 
                19K
                $576K
                
             |               
            |
| 
               
                  May 13, 2024
                  Q2 2023
                 
               |   
            
              
   
      Farther Finance Advisors, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              160+ 54.61% | 
            
                                   
                  $4.7K - $4.75K
                 
             |    
            
                                 
                453
                $13.7K
                
             |               
            |
| 
               
                  Sep 12, 2023
                  Q2 2023
                 
               |   
            
              
   
      Farther Finance Advisors, LLC
       
           
            San Francisco, CA  | 
            
               BUY                   
             | 
            - | 
              160+ 54.61% | 
            
                                   
                  $4.7K - $4.75K
                 
             |    
            
                                 
                453
                $13.7K
                
             |               
            |
| 
               
                  Aug 11, 2023
                  Q2 2023
                 
               |   
            
              
   
      Regal Investment Advisors LLC
       
           
            Kentwood, MI  | 
            
               BUY                   
             | 
            - | 
              141+ 0.52% | 
            
                                   
                  $4.14K - $4.19K
                 
             |    
            
                                 
                27.1K
                $821K
                
             |               
            |
| 
               
                  Jul 14, 2023
                  Q2 2023
                 
               |   
            
              
   
      Pacifica Partners Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              138New | 
            
                                   
                  $4.05K - $4.1K
                 
             |    
            
                                 
                138
                $4.18K
                
             |               
            |
| 
               
                  Aug 09, 2023
                  Q2 2023
                 
               |   
            
              
   
      Better Money Decisions, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              121+ 0.91% | 
            
                                   
                  $3.55K - $3.59K
                 
             |    
            
                                 
                13.4K
                $404K
                
             |               
            |
| 
               
                  Jul 18, 2023
                  Q2 2023
                 
               |   
            
              
   
      Tilson Financial Group, Inc.
       
           
            New Providence, NJ  | 
            
               BUY                   
             | 
            - | 
              111+ 0.76% | 
            
                                   
                  $3.26K - $3.3K
                 
             |    
            
                                 
                14.7K
                $444K
                
             |               
            |
| 
               
                  Jul 27, 2023
                  Q2 2023
                 
               |   
            
              
   
      Horan Securities, Inc.
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              110New | 
            
                                   
                  $3.23K - $3.27K
                 
             |    
            
                                 
                110
                $3.33K
                
             |               
            |
| 
               
                  Jul 24, 2023
                  Q2 2023
                 
               |   
            
              
   
      Aspire Private Capital, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              110+ 7.1% | 
            
                                   
                  $3.23K - $3.27K
                 
             |    
            
                                 
                1.66K
                $50.2K
                
             |               
            |
| 
               
                  Aug 08, 2023
                  Q2 2023
                 
               |   
            
              
   
      Econ Financial Services Corp
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              71+ 0.19% | 
            
                                   
                  $2.08K - $2.11K
                 
             |    
            
                                 
                36.8K
                $1.11M
                
             |               
            |
| 
               
                  Jul 24, 2023
                  Q2 2023
                 
               |   
            
              
   
      Wealthpoint, LLC
      
   
           
             | 
            
               BUY                   
             | 
            - | 
              65+ 0.93% | 
            
                                   
                  $1.91K - $1.93K
                 
             |    
            
                                 
                7.08K
                $214K
                
             |