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 31, 2024
Q2 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-4- 1.33% |
$118 - $119
|
297
$8.93K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-5- 0.05% |
$148 - $149
|
9.96K
$300K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-10- 0.08% |
$295 - $297
|
12.3K
$369K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-34- 0.73% |
$1K - $1.01K
|
4.64K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 0.35% |
$1.03K - $1.04K
|
9.91K
$298K
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-42- 0.23% |
$1.24K - $1.25K
|
18.4K
$552K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-43- 0.39% |
$1.27K - $1.28K
|
11.1K
$333K
|
|
|
Jul 15, 2024
Q2 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-46- 0.02% |
$1.36K - $1.37K
|
197K
$5.94M
|
|
|
Jul 25, 2024
Q2 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-57- 0.32% |
$1.68K - $1.69K
|
17.5K
$527K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-59- 0.24% |
$1.74K - $1.75K
|
25K
$752K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 7.02% |
$2.95K - $2.97K
|
1.33K
$39.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-124- 0.58% |
$3.66K - $3.68K
|
21.4K
$644K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-130- 0.76% |
$3.84K - $3.86K
|
17K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-142- 1.51% |
$4.19K - $4.22K
|
9.24K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-150- 0.37% |
$4.43K - $4.46K
|
39.9K
$1.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-168- 14.43% |
$4.96K - $4.99K
|
996
$30K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-178- 8.33% |
$5.25K - $5.29K
|
1.96K
$58.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-186- 96.88% |
$5.49K - $5.52K
|
6
$180
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-202- 21.26% |
$5.96K - $6K
|
748
$22.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-207- 2.13% |
$6.11K - $6.15K
|
9.5K
$286K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-212- 1.82% |
$6.26K - $6.3K
|
11.4K
$343K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-213- 0.21% |
$6.29K - $6.33K
|
102K
$3.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-218- 0.19% |
$6.43K - $6.47K
|
112K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-254- 0.69% |
$7.5K - $7.54K
|
36.5K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-315- 0.64% |
$9.3K - $9.36K
|
48.8K
$1.47M
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-344- 2.16% |
$10.2K - $10.2K
|
15.6K
$468K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-346- 1.52% |
$10.2K - $10.3K
|
22.5K
$675K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-350- 2.72% |
$10.3K - $10.4K
|
12.5K
$376K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-362- 1.59% |
$10.7K - $10.8K
|
22.4K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-376- 2.18% |
$11.1K - $11.2K
|
16.8K
$506K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-398- 0.42% |
$11.7K - $11.8K
|
93.6K
$2.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-406- 52.19% |
$12K - $12.1K
|
372
$11.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-422- 0.69% |
$12.5K - $12.5K
|
60.7K
$1.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-450- 4.3% |
$13.3K - $13.4K
|
10K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-466- 1.75% |
$13.8K - $13.8K
|
26.1K
$786K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-511Closed |
$15.1K - $15.2K
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-525- 3.86% |
$15.5K - $15.6K
|
13.1K
$394K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-536- 49.86% |
$15.8K - $15.9K
|
539
$16.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-545- 1.98% |
$16.1K - $16.2K
|
26.9K
$811K
|
|
|
Jul 18, 2024
Q2 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-550- 5.06% |
$16.2K - $16.3K
|
10.3K
$310K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-649- 1.18% |
$19.2K - $19.3K
|
54.3K
$1.63M
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-659- 5.35% |
$19.4K - $19.6K
|
11.7K
$350K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-796- 59.45% |
$23.5K - $23.6K
|
543
$16.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-900- 6.08% |
$26.6K - $26.7K
|
13.9K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-907- 4.81% |
$26.8K - $26.9K
|
17.9K
$540K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-926- 2.14% |
$27.3K - $27.5K
|
42.4K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-971- 5.36% |
$28.7K - $28.8K
|
17.2K
$516K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 53.22% |
$33K - $33.2K
|
982
$29.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-1.13K- 0.4% |
$33.5K - $33.7K
|
281K
$8.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.18K- 5.37% |
$34.8K - $35K
|
20.8K
$625K
|