Purchases and Sales Made in Q3 2023 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 2023. 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, 2023 Q3 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
374
+ 2.55%
$10.9K - $11K
15.1K $450K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
302
+ 1.1%
$8.84K - $8.91K
27.8K $832K
Nov 13, 2023 Q3 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
264
New
$7.72K - $7.79K
264 $7.89K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
230
+ 3.65%
$6.73K - $6.79K
6.54K $195K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
218
New
$6.38K - $6.43K
218 $6.51K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
201
+ 2.52%
$5.88K - $5.93K
8.19K $245K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
200
New
$5.85K - $5.9K
200 $5.98K
Oct 17, 2023 Q3 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
196
+ 1.53%
$5.73K - $5.78K
13K $388K
Nov 02, 2023 Q3 2023
Aj Advisors, LLC

Nashville, TN
BUY
 -
182
+ 1.2%
$5.33K - $5.37K
15.3K $457K
Oct 30, 2023 Q3 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
172
+ 1.18%
$5.03K - $5.07K
14.7K $440K
Nov 08, 2023 Q3 2023
Better Money Decisions, LLC

BUY
 -
139
+ 1.04%
$4.07K - $4.1K
13.5K $404K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
127
+ 0.18%
$3.72K - $3.75K
71K $2.12M
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
118
+ 0.11%
$3.45K - $3.48K
107K $3.2M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
87
+ 21.32%
$2.55K - $2.57K
495 $14.8K
Nov 09, 2023 Q3 2023
Carson Allaria Wealth Management, Ltd.

BUY
 -
84
New
$2.46K - $2.48K
84 $2.51K
Oct 12, 2023 Q3 2023
Wealthpoint, LLC

BUY
 -
75
+ 1.06%
$2.19K - $2.21K
7.16K $214K
Oct 10, 2023 Q3 2023
Cadent Capital Advisors, LLC

BUY
 -
74
+ 1.07%
$2.17K - $2.18K
6.98K $209K
Oct 26, 2023 Q3 2023
Absolute Capital Management, LLC

BUY
 -
73
+ 0.06%
$2.14K - $2.15K
114K $3.41M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
71
+ 0.41%
$2.08K - $2.09K
17.3K $516K
Nov 02, 2023 Q3 2023
Cullen/Frost Bankers, Inc.

BUY
 -
70
New
$2.05K - $2.07K
70 $2.09K
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
60
New
$1.76K - $1.77K
60 $1.79K
Nov 09, 2023 Q3 2023
Phillips Financial Management, LLC

BUY
 -
31
+ 0.24%
$907 - $915
12.7K $380K
Nov 06, 2023 Q3 2023
Retirement Group, LLC

BUY
 -
31
+ 0.75%
$907 - $915
4.18K $125K
Oct 10, 2023 Q3 2023
Boston Standard Wealth Management, LLC

BUY
 -
28
+ 0.04%
$819 - $826
65.2K $1.95M
Oct 11, 2023 Q3 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
19
+ 0.53%
$556 - $561
3.62K $108K
Nov 08, 2023 Q3 2023
Spire Wealth Management

BUY
 -
12
+ 1.0%
$351 - $354
1.22K $36.3K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5
+ 1.05%
$146 - $148
479 $14.3K
Oct 23, 2023 Q3 2023
Financial Advisory Service, Inc.

BUY
 -
4
+ 0.45%
$117 - $118
897 $26.8K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
3
+ 1.24%
$87.8 - $88.5
245 $7.32K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

SELL
 -
-21
- 0.25%
$614 - $620
8.42K $251K
Nov 14, 2023 Q3 2023
Augustine Asset Management Inc

SELL
 -
-45
- 0.62%
$1.32K - $1.33K
7.25K $217K
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-50
- 0.1%
$1.46K - $1.48K
48.7K $1.45M
Nov 08, 2023 Q3 2023
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-50
- 0.09%
$1.46K - $1.48K
55.1K $1.65M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
SELL
 -
-50
- 0.44%
$1.46K - $1.48K
11.2K $336K
Nov 02, 2023 Q3 2023
Family Asset Management, LLC

Charleston, SC
SELL
 -
-55
- 0.78%
$1.61K - $1.62K
7K $209K
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
SELL
 -
-58
- 11.84%
$1.7K - $1.71K
432 $12.9K
Nov 06, 2023 Q3 2023
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-73
- 5.33%
$2.14K - $2.15K
1.3K $38.7K
Oct 18, 2023 Q3 2023
Rda Financial Network

SELL
 -
-77
- 1.05%
$2.25K - $2.27K
7.27K $217K
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

SELL
 -
-85
- 1.11%
$2.49K - $2.51K
7.6K $227K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

SELL
 -
-98
- 39.84%
$2.87K - $2.89K
148 $4.42K
Nov 14, 2023 Q3 2023
My Purposeful Wealth Corp.

Omaha, NE
SELL
 -
-114
- 1.33%
$3.34K - $3.36K
8.45K $253K
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

SELL
 -
-120
- 1.21%
$3.51K - $3.54K
9.81K $293K
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

SELL
 -
-169
- 0.13%
$4.94K - $4.99K
127K $3.78M
Aug 08, 2024 Q3 2023
Abound Wealth Management

Franklin, TN
SELL
 -
-178
Closed
$5.21K - $5.25K
0 $0
Oct 13, 2023 Q3 2023
Pfg Advisors

SELL
 -
-199
- 0.59%
$5.82K - $5.87K
33.5K $1M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
SELL
 -
-228
- 1.04%
$6.67K - $6.73K
21.7K $648K
Oct 24, 2023 Q3 2023
Levy Wealth Management Group, LLC

SELL
 -
-243
- 0.3%
$7.11K - $7.17K
80.5K $2.41M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

SELL
 -
-283
- 49.91%
$8.28K - $8.35K
284 $8.49K
Nov 01, 2023 Q3 2023
Key F Inancial Inc

SELL
 -
-301
- 30.07%
$8.81K - $8.88K
700 $20.9K

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