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 |
---|---|---|---|---|---|---|---|
Aug 02, 2023
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
57.8K+ 31.79% |
$1.68M - $1.73M
|
239K
$7.16M
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
56K+ 33.62% |
$1.63M - $1.68M
|
223K
$6.65M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49K+ 117.58% |
$1.43M - $1.47M
|
90.6K
$2.71M
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
46.2KNew |
$1.35M - $1.39M
|
46.2K
$1.38M
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
45.2KNew |
$1.32M - $1.36M
|
45.2K
$1.35M
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
44K+ 25.88% |
$1.28M - $1.32M
|
214K
$6.4M
|
|
Oct 11, 2022
Q3 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
42.9K+ 203.02% |
$1.25M - $1.29M
|
64.1K
$1.91M
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.7KNew |
$1.25M - $1.28M
|
42.7K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
42.2K+ 174.92% |
$1.23M - $1.27M
|
66.3K
$1.98M
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
42.1K+ 8.53% |
$1.23M - $1.26M
|
536K
$16M
|
|
Aug 11, 2023
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
41.7K+ 1.11% |
$1.22M - $1.25M
|
3.81M
$114M
|
|
Nov 03, 2022
Q3 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
41.7K+ 1.11% |
$1.22M - $1.25M
|
3.81M
$114M
|
|
Nov 04, 2022
Q3 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
39.5KNew |
$1.15M - $1.18M
|
39.5K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
39.4K+ 21.22% |
$1.15M - $1.18M
|
225K
$6.73M
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
37K+ 13.39% |
$1.08M - $1.11M
|
313K
$9.37M
|
|
Nov 14, 2022
Q3 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
35.4KNew |
$1.03M - $1.06M
|
35.4K
$1.06M
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
35.1KNew |
$1.02M - $1.05M
|
35.1K
$1.05M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.7K+ 36.89% |
$1.01M - $1.04M
|
129K
$3.85M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.2K+ 1.05% |
$998K - $1.03M
|
3.29M
$98.4M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
34.2K+ 1.05% |
$998K - $1.03M
|
3.29M
$98.4M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
33KNew |
$961K - $988K
|
33K
$985K
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32KNew |
$934K - $960K
|
32K
$957K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32K+ 223.34% |
$933K - $960K
|
46.3K
$1.38M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4K+ 54.16% |
$915K - $941K
|
89.3K
$2.67M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
29.4KNew |
$856K - $881K
|
29.4K
$878K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
29.1KNew |
$847K - $871K
|
29.1K
$868K
|
|
Nov 04, 2022
Q3 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
28.1K+ 38.59% |
$819K - $842K
|
101K
$3.01M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28K+ 57.15% |
$817K - $840K
|
77K
$2.3M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
26.9K+ 353.06% |
$783K - $806K
|
34.5K
$1.03M
|
|
Oct 06, 2022
Q3 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
26.5K+ 14.58% |
$773K - $795K
|
208K
$6.23M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.9KNew |
$725K - $746K
|
24.9K
$743K
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
24.7KNew |
$721K - $741K
|
24.7K
$739K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
24.2K+ 4.04% |
$706K - $727K
|
623K
$18.6M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
21.4K+ 175.88% |
$624K - $642K
|
33.6K
$1M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
20.6K+ 9.88% |
$602K - $619K
|
230K
$6.86M
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
20.6K+ 3.72% |
$601K - $618K
|
575K
$17.2M
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20.5K+ 128.13% |
$598K - $615K
|
36.5K
$1.09M
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
20.4K+ 16.61% |
$596K - $613K
|
143K
$4.29M
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
20K+ 3.71% |
$584K - $601K
|
560K
$16.7M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
19K+ 4.61% |
$555K - $571K
|
432K
$12.9M
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
19K+ 47.87% |
$553K - $568K
|
58.5K
$1.75M
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
17.8KNew |
$518K - $532K
|
17.8K
$530K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.4K+ 1.17% |
$507K - $522K
|
1.51M
$45.1M
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16.6K+ 60.88% |
$483K - $497K
|
43.8K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
16.6KNew |
$483K - $497K
|
16.6K
$495K
|
|
Nov 14, 2022
Q3 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16.5K+ 8.56% |
$482K - $496K
|
210K
$6.26M
|
|
Oct 18, 2022
Q3 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
16KNew |
$467K - $481K
|
16K
$479K
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
15.6K+ 2.02% |
$455K - $468K
|
786K
$23.5M
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15.4K+ 19.17% |
$448K - $461K
|
95.6K
$2.86M
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
15.3K+ 4.81% |
$447K - $459K
|
334K
$9.98M
|