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 |
---|---|---|---|---|---|---|---|
Oct 28, 2022
Q3 2022
|
Redw Wealth LLC
|
BUY
|
- |
3.91K+ 23.58% |
$114K - $117K
|
20.5K
$616K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.5K+ 4.67% |
$102K - $105K
|
78.5K
$2.36M
|
|
Oct 18, 2022
Q3 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.35K+ 1.42% |
$97.8K - $101K
|
239K
$7.19M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.32K+ 5.95% |
$96.8K - $99.6K
|
59.2K
$1.78M
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.06K+ 2.97% |
$89.3K - $91.9K
|
106K
$3.18M
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3K+ 26.84% |
$87.5K - $90K
|
14.2K
$426K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
2.72K+ 830.89% |
$79.2K - $81.5K
|
3.04K
$91.4K
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
2.62K+ 7.25% |
$76.5K - $78.7K
|
38.8K
$1.17M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.61K+ 11.66% |
$76K - $78.2K
|
25K
$749K
|
|
Oct 12, 2022
Q3 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
2.6K+ 0.85% |
$75.8K - $78K
|
308K
$9.23M
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.6KNew |
$75.8K - $77.9K
|
2.6K
$78K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.45K+ 1.18% |
$71.3K - $73.4K
|
209K
$6.27M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.44K+ 15.12% |
$71K - $73.1K
|
18.5K
$557K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.38K+ 14.91% |
$69.4K - $71.4K
|
18.3K
$551K
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2KNew |
$58.3K - $60K
|
2K
$60K
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.89K+ 4.91% |
$55.1K - $56.7K
|
40.4K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.88K+ 4.69% |
$54.8K - $56.4K
|
41.9K
$1.26M
|
|
Nov 03, 2022
Q3 2022
|
Financial Management Network Inc
|
BUY
|
- |
1.79K+ 24.41% |
$52.3K - $53.8K
|
9.14K
$274K
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
1.69K+ 6.04% |
$49.2K - $50.6K
|
29.6K
$890K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.67K+ 6.62% |
$48.8K - $50.2K
|
26.9K
$809K
|
|
Oct 27, 2022
Q3 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.65K+ 12.8% |
$48.1K - $49.4K
|
14.5K
$436K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.63K+ 7.73% |
$47.6K - $48.9K
|
22.8K
$683K
|
|
Oct 13, 2022
Q3 2022
|
Cooper Financial Group
|
BUY
|
- |
1.63K+ 2.93% |
$47.6K - $48.9K
|
57.4K
$1.72M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.6K+ 7.77% |
$46.7K - $48K
|
22.2K
$666K
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.52K+ 2.98% |
$44.4K - $45.6K
|
52.6K
$1.58M
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.51K+ 4.85% |
$43.9K - $45.1K
|
32.5K
$976K
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
1.41K+ 22.8% |
$41.2K - $42.4K
|
7.62K
$229K
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.34K+ 203.02% |
$39.2K - $40.3K
|
2.01K
$60.2K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
1.29K+ 322.75% |
$37.6K - $38.7K
|
1.69K
$50.8K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.21KNew |
$35.4K - $36.4K
|
1.21K
$36.4K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$32.1K - $33K
|
1.1K
$33K
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1K+ 2.38% |
$29.3K - $30.1K
|
43.2K
$1.3M
|
|
Dec 19, 2024
Q3 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
868+ 11.3% |
$25.3K - $26K
|
8.55K
$257K
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
855+ 19.04% |
$24.9K - $25.6K
|
5.35K
$160K
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
850+ 1.1% |
$24.8K - $25.5K
|
78.2K
$2.35M
|
|
Nov 14, 2022
Q3 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
792+ 1.11% |
$23.1K - $23.8K
|
72.1K
$2.16M
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
707New |
$20.6K - $21.2K
|
707
$21.2K
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
702+ 13.76% |
$20.5K - $21.1K
|
5.8K
$174K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
688New |
$20.1K - $20.6K
|
688
$20.7K
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
627+ 5.72% |
$18.3K - $18.8K
|
11.6K
$348K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
623New |
$18.2K - $18.7K
|
623
$18.7K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
611+ 5.56% |
$17.8K - $18.3K
|
11.6K
$348K
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
610+ 0.76% |
$17.8K - $18.3K
|
80.5K
$2.42M
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
573New |
$16.7K - $17.2K
|
573
$17.2K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
525New |
$15.3K - $15.7K
|
525
$15.8K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
483+ 0.53% |
$14.1K - $14.5K
|
91.5K
$2.75M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
474+ 0.11% |
$13.8K - $14.2K
|
440K
$13.2M
|
|
Oct 11, 2022
Q3 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
436+ 1.8% |
$12.7K - $13.1K
|
24.7K
$740K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
430+ 0.45% |
$12.5K - $12.9K
|
96.1K
$2.89M
|
|
Nov 14, 2022
Q3 2022
|
Bison Wealth, LLC
|
BUY
|
- |
419+ 2.57% |
$12.2K - $12.6K
|
16.7K
$502K
|