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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.04KClosed |
$89.1K - $90.2K
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.15KClosed |
$92.5K - $93.6K
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.19K- 1.6% |
$93.7K - $94.8K
|
196K
$5.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.38K- 12.4% |
$99.1K - $100K
|
23.8K
$717K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.39K- 6.39% |
$99.4K - $101K
|
49.6K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.53K- 1.0% |
$104K - $105K
|
350K
$10.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-3.59K- 10.48% |
$106K - $107K
|
30.7K
$924K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.61K- 61.48% |
$106K - $107K
|
2.26K
$68K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-3.65K- 2.7% |
$107K - $108K
|
132K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-3.81K- 6.77% |
$112K - $113K
|
52.5K
$1.58M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.93K- 0.22% |
$115K - $117K
|
1.81M
$54.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 4.21% |
$119K - $120K
|
92.1K
$2.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-4.1K- 2.89% |
$120K - $122K
|
138K
$4.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.11K- 2.72% |
$121K - $122K
|
147K
$4.42M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.11K- 2.72% |
$121K - $122K
|
147K
$4.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.29K- 18.91% |
$126K - $127K
|
18.4K
$553K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.32K- 27.32% |
$127K - $128K
|
11.5K
$346K
|
|
|
Aug 03, 2023
Q2 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-4.39K- 6.86% |
$129K - $130K
|
59.6K
$1.79M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.23K- 15.25% |
$154K - $155K
|
29K
$874K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.38K- 38.26% |
$158K - $160K
|
8.67K
$261K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-5.52K- 14.05% |
$162K - $164K
|
33.7K
$1.01M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-5.73K- 3.03% |
$168K - $170K
|
184K
$5.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-5.85K- 31.21% |
$172K - $174K
|
12.9K
$388K
|
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5.94K- 30.49% |
$174K - $176K
|
13.5K
$407K
|
|
|
Jul 20, 2023
Q2 2023
|
Ade, LLC
|
SELL
|
- |
-6.14K- 4.06% |
$180K - $182K
|
145K
$4.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.19K- 1.66% |
$182K - $184K
|
368K
$11.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-6.58K- 26.73% |
$193K - $195K
|
18K
$542K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.62K- 20.06% |
$194K - $197K
|
26.4K
$794K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.72K- 6.5% |
$197K - $200K
|
96.7K
$2.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
SELL
|
- |
-6.78K- 2.74% |
$199K - $201K
|
241K
$7.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.04K- 4.33% |
$207K - $209K
|
155K
$4.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-7.86K- 5.15% |
$231K - $233K
|
145K
$4.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-8.1K- 9.56% |
$238K - $241K
|
76.7K
$2.31M
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-8.15K- 9.17% |
$239K - $242K
|
80.8K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.22K- 8.34% |
$241K - $244K
|
90.4K
$2.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-8.88K- 2.9% |
$261K - $264K
|
297K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-8.93K- 3.51% |
$262K - $265K
|
245K
$7.38M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-9.03K- 7.06% |
$265K - $268K
|
119K
$3.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-9.28K- 4.36% |
$272K - $276K
|
204K
$6.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9.55K- 11.04% |
$281K - $284K
|
77K
$2.31M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-9.59K- 42.26% |
$282K - $285K
|
13.1K
$394K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.64K- 1.33% |
$283K - $286K
|
716K
$21.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.1K- 7.01% |
$297K - $301K
|
134K
$4.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10.7K- 48.6% |
$314K - $318K
|
11.3K
$340K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11.1K- 6.75% |
$327K - $331K
|
154K
$4.63M
|
|
|
Jul 27, 2023
Q2 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-11.4K- 50.66% |
$333K - $337K
|
11.1K
$333K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-11.5K- 33.9% |
$338K - $342K
|
22.4K
$675K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-11.7K- 16.3% |
$343K - $347K
|
60K
$1.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12.1K- 19.82% |
$355K - $359K
|
48.9K
$1.47M
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-12.4K- 59.13% |
$364K - $368K
|
8.57K
$258K
|