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 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-200- 1.26% |
$5.83K - $6K
|
15.7K
$470K
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-210- 1.09% |
$6.12K - $6.3K
|
19K
$570K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-210- 0.17% |
$6.12K - $6.3K
|
121K
$3.63M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-210- 0.17% |
$6.12K - $6.3K
|
121K
$3.63M
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-213- 1.88% |
$6.21K - $6.39K
|
11.1K
$333K
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-220- 3.42% |
$6.42K - $6.6K
|
6.21K
$186K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-221- 90.95% |
$6.44K - $6.63K
|
22
$660
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-241- 2.67% |
$7.03K - $7.23K
|
8.8K
$264K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-276- 1.18% |
$8.05K - $8.28K
|
23.1K
$693K
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-304- 2.28% |
$8.86K - $9.12K
|
13K
$391K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-311- 1.07% |
$9.07K - $9.33K
|
28.8K
$866K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-329- 18.55% |
$9.59K - $9.87K
|
1.45K
$43.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-378- 3.17% |
$11K - $11.3K
|
11.5K
$346K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-425- 2.92% |
$12.4K - $12.7K
|
14.1K
$424K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-450- 5.26% |
$13.1K - $13.5K
|
8.1K
$243K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-459- 1.14% |
$13.4K - $13.8K
|
39.7K
$1.19M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-486- 3.54% |
$14.2K - $14.6K
|
13.2K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-550- 2.42% |
$16K - $16.5K
|
22.2K
$666K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-589- 2.85% |
$17.2K - $17.7K
|
20.1K
$603K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-600- 4.77% |
$17.5K - $18K
|
12K
$360K
|
|
|
Nov 04, 2022
Q3 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-696- 1.93% |
$20.3K - $20.9K
|
35.4K
$1.06M
|
|
|
Oct 06, 2022
Q3 2022
|
Founders Capital Management
|
SELL
|
- |
-700- 5.46% |
$20.4K - $21K
|
12.1K
$364K
|
|
|
Oct 24, 2022
Q3 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-706- 8.66% |
$20.6K - $21.2K
|
7.45K
$224K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-718- 10.34% |
$20.9K - $21.5K
|
6.23K
$187K
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-733- 0.61% |
$21.4K - $22K
|
119K
$3.56M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-755- 30.88% |
$22K - $22.6K
|
1.69K
$50.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-756- 4.7% |
$22K - $22.7K
|
15.3K
$461K
|
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
SELL
|
- |
-824- 0.66% |
$24K - $24.7K
|
124K
$3.73M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-850- 48.57% |
$24.8K - $25.5K
|
900
$27K
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-851- 0.38% |
$24.8K - $25.5K
|
226K
$6.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-867- 1.36% |
$25.3K - $26K
|
63K
$1.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-888- 34.77% |
$25.9K - $26.6K
|
1.67K
$50K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-892- 7.21% |
$26K - $26.8K
|
11.5K
$345K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-900- 37.75% |
$26.2K - $27K
|
1.48K
$44.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-979- 3.37% |
$28.5K - $29.4K
|
28.1K
$843K
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.11KClosed |
$32.5K - $33.4K
|
0
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.16K- 7.93% |
$33.8K - $34.8K
|
13.5K
$404K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.27K- 4.87% |
$37.1K - $38.1K
|
24.8K
$745K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.39K- 0.56% |
$40.4K - $41.6K
|
247K
$7.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.43K- 4.75% |
$41.8K - $43K
|
28.8K
$864K
|
|
|
Oct 13, 2022
Q3 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-1.48K- 2.53% |
$43.2K - $44.5K
|
57.1K
$1.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.57K- 0.93% |
$45.8K - $47.1K
|
167K
$5M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.6K- 2.64% |
$46.5K - $47.8K
|
58.8K
$1.76M
|
|
|
Oct 18, 2022
Q3 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-1.6K- 0.21% |
$46.6K - $47.9K
|
772K
$23.2M
|
|
|
Feb 21, 2023
Q3 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-1.62K- 2.28% |
$47.2K - $48.5K
|
69.4K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.64K- 8.36% |
$47.7K - $49.1K
|
17.9K
$538K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.16% |
$47.9K - $49.3K
|
30.2K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.77K- 7.21% |
$51.7K - $53.2K
|
22.8K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.86K- 17.74% |
$54.2K - $55.7K
|
8.62K
$259K
|
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.92K- 1.91% |
$56K - $57.6K
|
98.7K
$2.96M
|