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 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-2K- 56.53% |
$58.3K - $60K
|
1.54K
$46.2K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
SELL
|
- |
-2K- 3.8% |
$58.4K - $60.1K
|
50.7K
$1.52M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.1K- 14.65% |
$61.3K - $63K
|
12.2K
$367K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.1K- 5.89% |
$61.3K - $63K
|
33.5K
$1.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.12K- 17.79% |
$61.8K - $63.6K
|
9.8K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-2.19K- 2.08% |
$63.8K - $65.6K
|
103K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-2.24K- 0.95% |
$65.2K - $67.1K
|
234K
$7.03M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.27K- 14.32% |
$66.3K - $68.1K
|
13.6K
$408K
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-2.28K- 6.5% |
$66.5K - $68.4K
|
32.8K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.53K- 8.3% |
$73.7K - $75.8K
|
27.9K
$838K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-2.61K- 23.71% |
$76.1K - $78.3K
|
8.4K
$252K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.61K- 7.17% |
$76.2K - $78.4K
|
33.8K
$1.02M
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.69K- 9.39% |
$78.5K - $80.7K
|
26K
$779K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.7K- 19.39% |
$78.7K - $80.9K
|
11.2K
$337K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-2.82K- 93.77% |
$82.1K - $84.5K
|
187
$5.61K
|
|
|
Oct 20, 2022
Q3 2022
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-2.89K- 2.01% |
$84.2K - $86.6K
|
140K
$4.22M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.95K- 1.8% |
$86.1K - $88.6K
|
161K
$4.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.05K- 14.86% |
$89K - $91.5K
|
17.5K
$525K
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.15K- 18.03% |
$91.9K - $94.5K
|
14.3K
$430K
|
|
|
Oct 25, 2022
Q3 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.39K- 3.1% |
$98.8K - $102K
|
106K
$3.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.44K- 1.49% |
$100K - $103K
|
227K
$6.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Gen Trust, LLC
|
SELL
|
- |
-3.46K- 5.92% |
$101K - $104K
|
55K
$1.65M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.69K- 11.33% |
$108K - $111K
|
28.9K
$867K
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.98K- 1.97% |
$116K - $119K
|
198K
$5.95M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.12K- 64.7% |
$120K - $124K
|
2.25K
$67.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-4.12K- 64.7% |
$120K - $124K
|
2.25K
$67.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.13K- 8.7% |
$120K - $124K
|
43.3K
$1.3M
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-4.5K- 6.12% |
$131K - $135K
|
69K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-4.75K- 53.26% |
$138K - $142K
|
4.17K
$125K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.88K- 27.3% |
$142K - $146K
|
13K
$390K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-5.03K- 0.78% |
$147K - $151K
|
637K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.16K- 7.39% |
$150K - $155K
|
64.6K
$1.94M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-5.41K- 22.51% |
$158K - $162K
|
18.6K
$559K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.47K- 26.61% |
$160K - $164K
|
15.1K
$453K
|
|
|
Oct 21, 2022
Q3 2022
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-5.5K- 1.33% |
$160K - $165K
|
409K
$12.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.63K- 1.1% |
$164K - $169K
|
508K
$15.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.66K- 38.93% |
$165K - $170K
|
8.88K
$267K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.71K- 12.75% |
$166K - $171K
|
39K
$1.17M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.9K- 35.03% |
$172K - $177K
|
10.9K
$329K
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-6.23K- 3.24% |
$182K - $187K
|
186K
$5.59M
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6.65K- 4.7% |
$194K - $199K
|
135K
$4.04M
|
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-6.75K- 20.27% |
$197K - $203K
|
26.6K
$798K
|
|
|
Oct 26, 2022
Q3 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-7.13K- 56.83% |
$208K - $214K
|
5.42K
$163K
|
|
|
Nov 10, 2022
Q3 2022
|
Hilton Capital Management, LLC
|
SELL
|
- |
-7.18K- 3.22% |
$209K - $215K
|
216K
$6.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-7.59K- 11.29% |
$221K - $228K
|
59.6K
$1.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-8K- 18.6% |
$233K - $240K
|
35K
$1.05M
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-8.16K- 6.46% |
$238K - $245K
|
118K
$3.55M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-9K- 1.69% |
$262K - $270K
|
523K
$15.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.25K- 54.25% |
$270K - $277K
|
7.8K
$234K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9.4K- 17.76% |
$274K - $282K
|
43.6K
$1.31M
|