Purchases and Sales Made in Q2 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2024. 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 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.55K+ 17.34% |
$75.1K - $75.6K
|
17.2K
$513K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 1.65% |
$74.9K - $75.3K
|
156K
$4.66M
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
2.49K+ 1.04% |
$73.5K - $74K
|
243K
$7.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.48KNew |
$73K - $73.5K
|
2.48K
$73.7K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.38K+ 4.6% |
$70.3K - $70.8K
|
54.2K
$1.61M
|
|
|
Jul 10, 2024
Q2 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.36K+ 3.33% |
$69.6K - $70.1K
|
73.2K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.35K+ 14.66% |
$69.5K - $69.9K
|
18.4K
$548K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.31K+ 19.01% |
$68.1K - $68.6K
|
14.5K
$430K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.31KNew |
$68.1K - $68.5K
|
2.31K
$68.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.23K+ 0.92% |
$65.8K - $66.2K
|
243K
$7.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.21K+ 3.4% |
$65.1K - $65.5K
|
67K
$2M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.17K+ 3.57% |
$64.1K - $64.5K
|
63.1K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2.07K+ 3.49% |
$61.1K - $61.5K
|
61.4K
$1.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
2.04K+ 24.32% |
$60.3K - $60.7K
|
10.4K
$311K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.03K+ 3.34% |
$60K - $60.4K
|
62.9K
$1.87M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.02K+ 12.25% |
$59.5K - $59.9K
|
18.5K
$550K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2KNew |
$59K - $59.4K
|
2K
$59.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.91K+ 0.9% |
$56.3K - $56.7K
|
215K
$6.41M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
1.89K+ 1.35% |
$55.8K - $56.1K
|
142K
$4.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.67K+ 44.36% |
$49.2K - $49.5K
|
5.43K
$162K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.64K+ 4.85% |
$48.3K - $48.6K
|
35.4K
$1.06M
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.44K+ 0.21% |
$42.6K - $42.8K
|
674K
$20.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.41K+ 7.13% |
$41.5K - $41.8K
|
21.2K
$630K
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
1.38K+ 6.41% |
$40.6K - $40.9K
|
22.9K
$681K
|
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.32K+ 2.81% |
$38.8K - $39.1K
|
48.2K
$1.43M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.22K+ 0.32% |
$36.1K - $36.4K
|
386K
$11.5M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.13K+ 15.18% |
$33.3K - $33.5K
|
8.55K
$255K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.12K+ 13.68% |
$33.1K - $33.3K
|
9.32K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06K+ 7.84% |
$31.4K - $31.6K
|
14.6K
$436K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
1.03K+ 14.41% |
$30.5K - $30.7K
|
8.2K
$244K
|
|
|
Jul 15, 2024
Q2 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.02K+ 11.7% |
$30.2K - $30.4K
|
9.78K
$291K
|
|
|
Jul 25, 2024
Q2 2024
|
Systelligence, LLC
|
BUY
|
- |
1.01K+ 0.39% |
$29.7K - $29.9K
|
261K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.01KNew |
$29.7K - $29.9K
|
1.01K
$30K
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
965+ 1.31% |
$28.5K - $28.7K
|
74.6K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
937+ 0.76% |
$27.7K - $27.8K
|
123K
$3.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
936+ 39.9% |
$27.6K - $27.8K
|
3.28K
$97.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
899+ 6.89% |
$26.5K - $26.7K
|
13.9K
$415K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
887+ 603.4% |
$26.2K - $26.3K
|
1.03K
$30.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
850+ 60.93% |
$25.1K - $25.2K
|
2.25K
$66.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
807+ 5.69% |
$23.8K - $24K
|
15K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
750+ 2.08% |
$22.1K - $22.3K
|
36.9K
$1.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
726+ 1.36% |
$21.4K - $21.6K
|
54K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
726+ 3.35% |
$21.4K - $21.6K
|
22.4K
$668K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
703+ 0.81% |
$20.7K - $20.9K
|
87.8K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
675+ 1.7% |
$19.9K - $20K
|
40.4K
$1.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
667+ 9.17% |
$19.7K - $19.8K
|
7.94K
$237K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
667+ 7.07% |
$19.7K - $19.8K
|
10.1K
$301K
|
|
|
Jul 30, 2024
Q2 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
651+ 4.42% |
$19.2K - $19.3K
|
15.4K
$458K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
647+ 1.79% |
$19.1K - $19.2K
|
36.8K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
616+ 1.89% |
$18.2K - $18.3K
|
33.2K
$988K
|