Purchases and Sales Made in Q3 2022 in Spdr Portfolio Short Term Corp (SPSB)

SPSB Quotes by TradingView

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
Total Wealth Planning, LLC

BUY
 -
15.3K
New
$445K - $457K
15.3K $458K
Nov 09, 2022 Q3 2022
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
14.5K
+ 8.03%
$423K - $435K
195K $5.86M
Nov 03, 2022 Q3 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
13.9K
+ 183.35%
$406K - $418K
21.5K $646K
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
13.9K
+ 5.6%
$405K - $417K
262K $7.87M
Oct 20, 2022 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
13.6K
+ 40.17%
$397K - $408K
47.5K $1.43M
Jan 27, 2023 Q3 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
13.6K
+ 40.17%
$397K - $408K
47.5K $1.43M
Nov 01, 2022 Q3 2022
Hartline Investment Corp

Winnetka, IL
BUY
 -
13.6K
New
$396K - $408K
13.6K $408K
Nov 14, 2022 Q3 2022
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
13.3K
+ 139.88%
$388K - $399K
22.8K $685K
Nov 10, 2022 Q3 2022
Credit Suisse Ag

Zurich, V8
BUY
 -
13.2K
New
$385K - $396K
13.2K $396K
Nov 14, 2022 Q3 2022
Towercrest Capital Management

Newtown, PA
BUY
 -
12.3K
+ 169.34%
$358K - $368K
19.5K $586K
Oct 11, 2022 Q3 2022
Tpg Financial Advisors, LLC

BUY
 -
12.1K
+ 2.53%
$353K - $363K
489K $14.7M
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11.6K
+ 148.09%
$338K - $347K
19.4K $582K
Nov 04, 2022 Q3 2022
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
11.6K
+ 168.96%
$337K - $347K
18.4K $553K
Nov 10, 2022 Q3 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
11.2K
+ 61.58%
$325K - $335K
29.3K $879K
May 28, 2024 Q3 2022
Rockbridge Investment Management, Lcc

Syracuse, NY
BUY
 -
11.1K
+ 24.76%
$323K - $332K
55.8K $1.67M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
10.8K
+ 4.27%
$316K - $325K
265K $7.95M
Nov 14, 2022 Q3 2022
Verition Fund Management LLC

Greenwich, CT
BUY
 -
10.6K
New
$310K - $319K
10.6K $319K
Nov 17, 2022 Q3 2022
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
10.4K
+ 3.35%
$304K - $312K
321K $9.64M
Nov 04, 2022 Q3 2022
Western Wealth Management, LLC

BUY
 -
10.4K
+ 50.09%
$303K - $312K
31.2K $936K
Oct 04, 2022 Q3 2022
Csenge Advisory Group

BUY
 -
10.4K
New
$303K - $311K
10.4K $311K
Feb 28, 2024 Q3 2022
Acima Private Wealth, LLC

Richmond, VA
BUY
 -
10.2K
+ 3.85%
$297K - $306K
275K $8.25M
Nov 10, 2022 Q3 2022
Baystate Wealth Management LLC

BUY
 -
9.85K
+ 0.68%
$287K - $295K
1.45M $43.6M
Oct 31, 2022 Q3 2022
Meitav Dash Investments LTD

BUY
 -
9.43K
New
$275K - $283K
9.43K $283K
Nov 08, 2022 Q3 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
9.34K
+ 40.08%
$272K - $280K
32.6K $979K
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
9.29K
New
$271K - $279K
9.29K $279K
Feb 08, 2023 Q3 2022
Wealth Spring Partners, LLC

Long Beach, CA
BUY
 -
9.29K
New
$271K - $278K
9.29K $279K
Nov 14, 2022 Q3 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
9.14K
New
$267K - $274K
9.14K $274K
Oct 19, 2022 Q3 2022
Cabot Wealth Management Inc

BUY
 -
9.01K
New
$263K - $270K
9.01K $271K
Oct 25, 2022 Q3 2022
Benedetti & Gucer, Inc.

BUY
 -
8.76K
New
$256K - $263K
8.76K $263K
Nov 08, 2022 Q3 2022
Valley National Advisers Inc

BUY
 -
8.52K
New
$248K - $255K
8.52K $256K
Nov 14, 2022 Q3 2022
One Capital Management, LLC

Westlake Village, CA
BUY
 -
8.19K
New
$239K - $246K
8.19K $246K
Oct 18, 2022 Q3 2022
Mascoma Wealth Management LLC

BUY
 -
7.88K
+ 4.73%
$230K - $236K
174K $5.24M
Oct 12, 2022 Q3 2022
Garrett Wealth Advisory Group, LLC

BUY
 -
7.27K
+ 8.42%
$212K - $218K
93.6K $2.81M
Oct 19, 2022 Q3 2022
L.M. Kohn & Company

BUY
 -
6.92K
New
$202K - $208K
6.92K $208K
Oct 13, 2022 Q3 2022
Activest Wealth Management

BUY
 -
6.72K
+ 199.82%
$196K - $202K
10.1K $303K
Oct 28, 2022 Q3 2022
Eukles Asset Management

BUY
 -
6.7K
+ 5.01%
$195K - $201K
140K $4.21M
Nov 09, 2022 Q3 2022
Compass Financial Group, Inc.

BUY
 -
6.09K
+ 1.78%
$177K - $183K
348K $10.4M
Nov 03, 2022 Q3 2022
Amg National Trust Bank

BUY
 -
6.04K
+ 57.43%
$176K - $181K
16.6K $497K
Oct 21, 2022 Q3 2022
Great Valley Advisor Group, Inc.

BUY
 -
5.89K
+ 10.48%
$172K - $177K
62.1K $1.86M
Nov 14, 2022 Q3 2022
Fca Corp

Houston, TX
BUY
 -
5.29K
+ 10.05%
$154K - $159K
58K $1.74M
Oct 28, 2022 Q3 2022
Better Money Decisions, LLC

BUY
 -
5.29K
+ 67.45%
$154K - $159K
13.1K $394K
Oct 12, 2022 Q3 2022
Sns Financial Group, LLC

BUY
 -
5.08K
+ 36.17%
$148K - $152K
19.1K $574K
Oct 17, 2022 Q3 2022
Private Trust CO Na

BUY
 -
5.03K
+ 46.81%
$147K - $151K
15.8K $474K
Oct 24, 2022 Q3 2022
First Ascent Asset Management, LLC

BUY
 -
4.85K
+ 44.16%
$141K - $145K
15.8K $475K
Apr 19, 2024 Q3 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
4.84K
+ 14.2%
$141K - $145K
38.9K $1.17M
Nov 07, 2022 Q3 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
4.82K
+ 11.91%
$140K - $144K
45.3K $1.36M
Nov 04, 2022 Q3 2022
Gradient Capital Advisors, LLC

BUY
 -
4.61K
+ 18.99%
$134K - $138K
28.9K $868K
Nov 09, 2022 Q3 2022
Jacobi Capital Management LLC

BUY
 -
4.24K
+ 6.59%
$124K - $127K
68.6K $2.06M
Nov 14, 2022 Q3 2022
Accurate Wealth Management, LLC

BUY
 -
4.23K
+ 30.66%
$123K - $127K
18K $542K

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