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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
647+ 1.79% |
$19.1K - $19.2K
|
36.8K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
616+ 1.89% |
$18.2K - $18.3K
|
33.2K
$997K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
578+ 1.91% |
$17.1K - $17.2K
|
30.8K
$926K
|
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
537+ 2.73% |
$15.8K - $15.9K
|
20.2K
$608K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
515+ 0.1% |
$15.2K - $15.3K
|
492K
$14.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
508+ 0.83% |
$15K - $15.1K
|
61.5K
$1.85M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
485+ 0.43% |
$14.3K - $14.4K
|
112K
$3.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
469+ 1.99% |
$13.8K - $13.9K
|
24.1K
$724K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
467New |
$13.8K - $13.9K
|
467
$14K
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
450+ 0.89% |
$13.3K - $13.4K
|
51.1K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
427+ 2.38% |
$12.6K - $12.7K
|
18.4K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
411+ 1.22% |
$12.1K - $12.2K
|
34K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
386+ 5.48% |
$11.4K - $11.5K
|
7.43K
$224K
|
|
|
Aug 06, 2024
Q2 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
377+ 4.74% |
$11.1K - $11.2K
|
8.33K
$251K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
363+ 2.77% |
$10.7K - $10.8K
|
13.4K
$404K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
361+ 3.4% |
$10.7K - $10.7K
|
11K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
333+ 1.83% |
$9.83K - $9.89K
|
18.6K
$559K
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
322+ 1.65% |
$9.5K - $9.56K
|
19.8K
$597K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
315New |
$9.3K - $9.36K
|
315
$9.48K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
299New |
$8.82K - $8.88K
|
299
$8.99K
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
BUY
|
- |
288+ 7.62% |
$8.5K - $8.55K
|
4.07K
$122K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
252New |
$7.44K - $7.48K
|
252
$7.58K
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
246+ 0.43% |
$7.26K - $7.31K
|
57.5K
$1.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
215New |
$6.34K - $6.39K
|
215
$6.47K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
175+ 15.35% |
$5.16K - $5.2K
|
1.32K
$39.6K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
170+ 0.23% |
$5.02K - $5.05K
|
72.6K
$2.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 1.62% |
$4.99K - $5.02K
|
10.6K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
163+ 0.09% |
$4.81K - $4.84K
|
188K
$5.67M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
150New |
$4.43K - $4.46K
|
150
$4.51K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
112+ 1.22% |
$3.31K - $3.33K
|
9.32K
$280K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109New |
$3.22K - $3.24K
|
109
$3.28K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
105+ 1.83% |
$3.1K - $3.12K
|
5.83K
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
100+ 0.42% |
$2.95K - $2.97K
|
23.7K
$714K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
97+ 0.04% |
$2.86K - $2.88K
|
237K
$7.12M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
88+ 1.23% |
$2.6K - $2.61K
|
7.23K
$218K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
88+ 1.24% |
$2.6K - $2.61K
|
7.2K
$216K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.1% |
$1.56K - $1.57K
|
50.6K
$1.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50+ 25.0% |
$1.48K - $1.49K
|
250
$7.52K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
46+ 0.08% |
$1.36K - $1.37K
|
60.1K
$1.81M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42New |
$1.24K - $1.25K
|
42
$1.26K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
40+ 3.86% |
$1.18K - $1.19K
|
1.08K
$32.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
36+ 0.62% |
$1.06K - $1.07K
|
5.85K
$176K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
27+ 0.2% |
$797 - $802
|
13.8K
$416K
|
|
|
Jul 26, 2024
Q2 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
22+ 1.22% |
$649 - $653
|
1.82K
$54.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 2.22% |
$590 - $594
|
921
$27.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10+ 0.32% |
$295 - $297
|
3.15K
$94.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.02% |
$118 - $119
|
18.1K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 1.32% |
$59 - $59.4
|
154
$4.63K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.01% |
$29.5 - $29.7
|
12.6K
$379K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.03% |
$29.5 - $29.7
|
2.97K
$89.3K
|