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 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
396+ 11.74% |
$11.5K - $11.9K
|
3.77K
$113K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
385+ 3.76% |
$11.2K - $11.5K
|
10.6K
$319K
|
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
375+ 2.89% |
$10.9K - $11.2K
|
13.4K
$401K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
374+ 0.42% |
$10.9K - $11.2K
|
89.6K
$2.69M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
365New |
$10.6K - $10.9K
|
365
$11K
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
309+ 1.34% |
$9.01K - $9.27K
|
23.4K
$703K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
301New |
$8.78K - $9.03K
|
301
$9.04K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
297+ 0.7% |
$8.66K - $8.91K
|
42.7K
$1.28M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
284+ 3.4% |
$8.28K - $8.52K
|
8.63K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
255+ 1.32% |
$7.44K - $7.65K
|
19.5K
$586K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252New |
$7.35K - $7.56K
|
252
$7.57K
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
208+ 0.86% |
$6.07K - $6.24K
|
24.4K
$733K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
183+ 8.01% |
$5.34K - $5.49K
|
2.47K
$74.1K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
165New |
$4.81K - $4.95K
|
165
$4.95K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
134New |
$3.91K - $4.02K
|
134
$4.02K
|
|
|
Oct 18, 2022
Q3 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
102+ 0.36% |
$2.97K - $3.06K
|
28.5K
$855K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
101+ 4.5% |
$2.95K - $3.03K
|
2.34K
$70.3K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
96+ 4.37% |
$2.8K - $2.88K
|
2.29K
$68.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
81New |
$2.36K - $2.43K
|
81
$2.43K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
67+ 0.48% |
$1.95K - $2.01K
|
13.9K
$418K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
60+ 0.36% |
$1.75K - $1.8K
|
16.6K
$497K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
54+ 0.65% |
$1.57K - $1.62K
|
8.33K
$250K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
46+ 0.34% |
$1.34K - $1.38K
|
13.4K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
45+ 0.34% |
$1.31K - $1.35K
|
13.4K
$402K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
44+ 0.64% |
$1.28K - $1.32K
|
6.92K
$208K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
39New |
$1.14K - $1.17K
|
39
$1.17K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
34+ 0.49% |
$991 - $1.02K
|
6.91K
$207K
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
BUY
|
- |
33+ 0.48% |
$962 - $990
|
6.91K
$207K
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
29+ 0.31% |
$846 - $870
|
9.47K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
17+ 0.05% |
$496 - $510
|
34.9K
$1.05M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
16+ 1.05% |
$467 - $480
|
1.54K
$46.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.43% |
$58.3 - $60
|
462
$13.9K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$29.2 - $30
|
980
$29.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.18% |
$29.2 - $30
|
565
$17K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.66% |
$29.2 - $30
|
153
$4.59K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.47% |
$29.2 - $30
|
214
$6.42K
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2- 0.01% |
$58.3 - $60
|
13.5K
$405K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 0.09% |
$146 - $150
|
5.5K
$165K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.16% |
$583 - $600
|
12.1K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-29- 12.39% |
$846 - $870
|
205
$6.15K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-59- 0.04% |
$1.72K - $1.77K
|
143K
$4.3M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-71- 0.56% |
$2.07K - $2.13K
|
12.6K
$378K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-81- 0.66% |
$2.36K - $2.43K
|
12.2K
$367K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-101- 0.45% |
$2.95K - $3.03K
|
22.5K
$675K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-106- 1.0% |
$3.09K - $3.18K
|
10.5K
$315K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-116- 2.95% |
$3.38K - $3.48K
|
3.81K
$114K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-151- 0.84% |
$4.4K - $4.53K
|
17.8K
$534K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-156- 0.76% |
$4.55K - $4.68K
|
20.4K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-185- 0.12% |
$5.39K - $5.55K
|
159K
$4.76M
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-195- 1.2% |
$5.69K - $5.85K
|
16.1K
$484K
|