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 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.47K- 1.35% |
$43.3K - $43.5K
|
107K
$3.18M
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.5K- 2.62% |
$44.4K - $44.6K
|
55.8K
$1.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.51K- 1.63% |
$44.6K - $44.9K
|
91K
$2.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.53K- 1.79% |
$45.2K - $45.5K
|
83.9K
$2.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.58K- 1.27% |
$46.5K - $46.8K
|
123K
$3.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 1.52% |
$46.9K - $47.2K
|
103K
$3.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.66K- 2.36% |
$49.1K - $49.4K
|
69K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.67K- 3.34% |
$49.2K - $49.5K
|
48.2K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.8K- 16.09% |
$53K - $53.4K
|
9.37K
$279K
|
|
|
Aug 12, 2024
Q2 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.82K- 0.98% |
$53.7K - $54K
|
183K
$5.45M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.83K- 3.19% |
$54K - $54.3K
|
55.5K
$1.65M
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.91K- 18.94% |
$56.2K - $56.6K
|
8.15K
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-2.01K- 3.91% |
$59.2K - $59.6K
|
49.3K
$1.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
SELL
|
- |
-2.1K- 21.1% |
$61.8K - $62.2K
|
7.83K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 3.39% |
$62K - $62.4K
|
59.9K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 3.39% |
$62K - $62.4K
|
59.9K
$1.78M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.15K- 3.64% |
$63.4K - $63.8K
|
56.8K
$1.69M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.26K- 16.05% |
$66.8K - $67.2K
|
11.8K
$352K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.3K- 63.43% |
$67.8K - $68.2K
|
1.32K
$39.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.49K- 5.38% |
$73.6K - $74.1K
|
43.9K
$1.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.55K- 18.95% |
$75.3K - $75.8K
|
10.9K
$325K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.77K- 12.56% |
$81.8K - $82.3K
|
19.3K
$575K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-2.95K- 9.89% |
$87K - $87.6K
|
26.9K
$800K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.1K- 1.45% |
$91.4K - $92K
|
210K
$6.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-3.17K- 5.08% |
$93.4K - $94K
|
59.1K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.24K- 28.85% |
$95.7K - $96.3K
|
8K
$238K
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.25K- 15.69% |
$95.9K - $96.5K
|
17.5K
$520K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.34K- 3.53% |
$98.4K - $99K
|
91.1K
$2.71M
|
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-3.49K- 14.23% |
$103K - $104K
|
21K
$626K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.52K- 2.3% |
$104K - $104K
|
149K
$4.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3.64K- 20.76% |
$107K - $108K
|
13.9K
$413K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-3.72K- 17.92% |
$110K - $110K
|
17K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.97K- 10.31% |
$117K - $118K
|
34.5K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 31.98% |
$121K - $122K
|
8.73K
$260K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-4.39K- 58.98% |
$130K - $130K
|
3.05K
$90.9K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.49K- 4.98% |
$132K - $133K
|
85.6K
$2.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.57K- 1.46% |
$135K - $136K
|
309K
$9.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-4.77K- 18.55% |
$141K - $142K
|
21K
$624K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.01K- 14.29% |
$148K - $149K
|
30K
$895K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-5.04K- 52.82% |
$149K - $150K
|
4.5K
$134K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.11K- 5.17% |
$151K - $152K
|
93.8K
$2.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.28K- 5.5% |
$156K - $157K
|
90.7K
$2.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.29K- 36.2% |
$156K - $157K
|
9.32K
$277K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5.6K- 3.67% |
$165K - $166K
|
147K
$4.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.19K- 4.06% |
$183K - $184K
|
146K
$4.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-6.24K- 18.93% |
$184K - $185K
|
26.7K
$796K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-6.68K- 79.99% |
$197K - $198K
|
1.67K
$49.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-6.82K- 49.18% |
$201K - $203K
|
7.05K
$210K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7KClosed |
$206K - $208K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.11K- 7.19% |
$210K - $211K
|
91.8K
$2.73M
|