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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
64+ 0.13% |
$1.88K - $1.9K
|
49.1K
$1.48M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
63+ 0.92% |
$1.85K - $1.87K
|
6.91K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
53+ 0.43% |
$1.56K - $1.57K
|
12.5K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
31+ 0.2% |
$910 - $921
|
15.9K
$480K
|
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
19+ 0.94% |
$558 - $564
|
2.05K
$61.9K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
18+ 0.91% |
$528 - $535
|
1.99K
$60.3K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$411 - $416
|
14
$424
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
8+ 0.09% |
$235 - $238
|
8.83K
$267K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7+ 0.08% |
$206 - $208
|
8.7K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
5+ 250.0% |
$147 - $149
|
7
$212
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 1.07% |
$147 - $149
|
474
$14.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$29.4 - $29.7
|
156
$4.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-27- 0.08% |
$793 - $802
|
34.5K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-35- 0.35% |
$1.03K - $1.04K
|
9.94K
$301K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-36- 0.16% |
$1.06K - $1.07K
|
22.1K
$670K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-42- 0.29% |
$1.23K - $1.25K
|
14.2K
$430K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-45- 0.61% |
$1.32K - $1.34K
|
7.29K
$221K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-50- 0.22% |
$1.47K - $1.49K
|
22.3K
$675K
|
|
|
Aug 11, 2023
Q2 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-55- 0.11% |
$1.61K - $1.63K
|
50.6K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-56- 0.42% |
$1.64K - $1.66K
|
13.2K
$399K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-59- 4.13% |
$1.73K - $1.75K
|
1.37K
$41.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-83- 1.15% |
$2.44K - $2.47K
|
7.11K
$215K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-169- 0.89% |
$4.96K - $5.02K
|
18.8K
$569K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-171- 1.36% |
$5.02K - $5.08K
|
12.4K
$376K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-174- 0.36% |
$5.11K - $5.17K
|
48.7K
$1.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-180- 2.0% |
$5.28K - $5.35K
|
8.81K
$266K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-190- 0.71% |
$5.58K - $5.64K
|
26.7K
$808K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-200- 1.09% |
$5.87K - $5.94K
|
18.1K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-215- 0.62% |
$6.31K - $6.39K
|
34.4K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-223- 15.36% |
$6.55K - $6.62K
|
1.23K
$37.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-231- 0.34% |
$6.78K - $6.86K
|
66.8K
$2.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-254- 33.47% |
$7.46K - $7.54K
|
505
$15.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-295- 3.12% |
$8.66K - $8.76K
|
9.17K
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-338- 1.75% |
$9.92K - $10K
|
19K
$575K
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-352- 0.46% |
$10.3K - $10.5K
|
76.8K
$2.32M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-440Closed |
$12.9K - $13.1K
|
0
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-477- 1.86% |
$14K - $14.2K
|
25.2K
$762K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-493- 0.63% |
$14.5K - $14.6K
|
77.4K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-495- 29.15% |
$14.5K - $14.7K
|
1.2K
$36.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-550- 0.99% |
$16.1K - $16.3K
|
55.1K
$1.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-588- 3.28% |
$17.3K - $17.5K
|
17.3K
$524K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-673- 73.55% |
$19.8K - $20K
|
242
$7.32K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-695- 4.04% |
$20.4K - $20.6K
|
16.5K
$500K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
SELL
|
- |
-696- 14.37% |
$20.4K - $20.7K
|
4.15K
$126K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-766- 2.03% |
$22.5K - $22.8K
|
37K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-768- 1.03% |
$22.5K - $22.8K
|
73.8K
$2.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-785- 7.98% |
$23K - $23.3K
|
9.05K
$274K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-886- 0.91% |
$26K - $26.3K
|
96.7K
$2.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-900- 10.41% |
$26.4K - $26.7K
|
7.75K
$234K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-902- 1.59% |
$26.5K - $26.8K
|
55.7K
$1.69M
|