Purchases and Sales Made in Q3 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.94M+ 113.56% |
$115M - $118M
|
7.41M
$222M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.77M+ 2694.0% |
$80.7M - $83M
|
2.87M
$86.2M
|
|
|
Nov 10, 2022
Q3 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.33M+ 12044.56% |
$67.8M - $69.8M
|
2.35M
$70.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
1.25M+ 41.82% |
$36.5M - $37.6M
|
4.25M
$128M
|
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.03MNew |
$30.1M - $31M
|
1.03M
$31M
|
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
919K+ 96.66% |
$26.8M - $27.6M
|
1.87M
$56.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
691K+ 36.76% |
$20.2M - $20.7M
|
2.57M
$77.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
661K+ 165.32% |
$19.3M - $19.8M
|
1.06M
$31.8M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
598K+ 2792.1% |
$17.4M - $17.9M
|
619K
$18.6M
|
|
|
Jun 06, 2023
Q3 2022
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
538K+ 525.29% |
$15.7M - $16.1M
|
640K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
449K+ 10.51% |
$13.1M - $13.5M
|
4.72M
$142M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
437K+ 151.33% |
$12.8M - $13.1M
|
727K
$21.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
396K+ 25.85% |
$11.5M - $11.9M
|
1.93M
$57.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
380K+ 70.7% |
$11.1M - $11.4M
|
918K
$27.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
357K+ 1948.3% |
$10.4M - $10.7M
|
376K
$11.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
BUY
|
- |
325KNew |
$9.47M - $9.74M
|
325K
$9.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
318KNew |
$9.27M - $9.53M
|
318K
$9.54M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
306K+ 7101.02% |
$8.93M - $9.18M
|
311K
$9.32M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
287K+ 27.6% |
$8.37M - $8.6M
|
1.33M
$39.8M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
278K+ 6.96% |
$8.11M - $8.34M
|
4.27M
$128M
|
|
|
Oct 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
277KNew |
$8.07M - $8.3M
|
277K
$8.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
262K+ 2.57% |
$7.64M - $7.86M
|
10.5M
$314M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
262K+ 10.52% |
$7.64M - $7.86M
|
2.75M
$82.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
236K+ 171.5% |
$6.88M - $7.07M
|
373K
$11.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
218K+ 59.95% |
$6.35M - $6.53M
|
581K
$17.5M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
215K+ 2105.46% |
$6.27M - $6.45M
|
225K
$6.76M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
208K+ 12.07% |
$6.07M - $6.24M
|
1.93M
$58.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
198K+ 11.06% |
$5.78M - $5.94M
|
1.99M
$59.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
197K+ 30.75% |
$5.74M - $5.9M
|
837K
$25.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
185K+ 168.05% |
$5.39M - $5.55M
|
295K
$8.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
178K+ 11.6% |
$5.19M - $5.34M
|
1.71M
$51.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
170KNew |
$4.95M - $5.09M
|
170K
$5.1M
|
|
|
Oct 30, 2023
Q3 2022
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
161KNew |
$4.7M - $4.83M
|
161K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
156K+ 7.24% |
$4.55M - $4.68M
|
2.31M
$69.4M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
147KNew |
$4.29M - $4.41M
|
147K
$4.41M
|
|
|
Nov 10, 2022
Q3 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
142KNew |
$4.15M - $4.26M
|
142K
$4.27M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
119K+ 26.58% |
$3.46M - $3.55M
|
564K
$16.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
116K+ 16.3% |
$3.37M - $3.47M
|
825K
$24.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
107K+ 3.61% |
$3.11M - $3.2M
|
3.07M
$92M
|
|
|
Oct 18, 2022
Q3 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
105K+ 12.87% |
$3.06M - $3.14M
|
919K
$27.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
100KNew |
$2.92M - $3M
|
100K
$3M
|
|
|
Oct 27, 2022
Q3 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
98.4K+ 26.11% |
$2.87M - $2.95M
|
475K
$14.3M
|
|
|
Oct 06, 2022
Q3 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
94.6K+ 3.51% |
$2.76M - $2.84M
|
2.79M
$83.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
89KNew |
$2.6M - $2.67M
|
89K
$2.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
87.8K+ 5.14% |
$2.56M - $2.63M
|
1.8M
$53.9M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
64.9KNew |
$1.89M - $1.95M
|
64.9K
$1.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
63.6K+ 9.05% |
$1.85M - $1.91M
|
767K
$23M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
63.3KNew |
$1.85M - $1.9M
|
63.3K
$1.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
62.7K+ 356.24% |
$1.83M - $1.88M
|
80.3K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
62.1K+ 8.32% |
$1.81M - $1.86M
|
808K
$24.3M
|