Purchases and Sales Made in Q3 2023 in Spdr Portfolio Short Term Corp (SPSB)
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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
201+ 2.52% |
$5.88K - $5.93K
|
8.19K
$243K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$5.85K - $5.9K
|
200
$5.94K
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
196+ 1.53% |
$5.73K - $5.78K
|
13K
$386K
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
182+ 1.2% |
$5.33K - $5.37K
|
15.3K
$454K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
172+ 1.18% |
$5.03K - $5.07K
|
14.7K
$438K
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
169+ 0.89% |
$4.94K - $4.99K
|
19.2K
$571K
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
139+ 1.04% |
$4.07K - $4.1K
|
13.5K
$401K
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
127+ 0.18% |
$3.72K - $3.75K
|
71K
$2.11M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
118+ 0.11% |
$3.45K - $3.48K
|
107K
$3.18M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
87+ 21.32% |
$2.55K - $2.57K
|
495
$14.7K
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
84New |
$2.46K - $2.48K
|
84
$2.5K
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
75+ 1.06% |
$2.19K - $2.21K
|
7.16K
$213K
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
74+ 1.07% |
$2.17K - $2.18K
|
6.98K
$207K
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
73+ 0.06% |
$2.14K - $2.15K
|
114K
$3.39M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
71+ 0.41% |
$2.08K - $2.09K
|
17.3K
$513K
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
70New |
$2.05K - $2.07K
|
70
$2.08K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
60New |
$1.76K - $1.77K
|
60
$1.78K
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
31+ 0.24% |
$907 - $915
|
12.7K
$378K
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
31+ 0.75% |
$907 - $915
|
4.18K
$124K
|
|
Oct 10, 2023
Q3 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
28+ 0.04% |
$819 - $826
|
65.2K
$1.94M
|
|
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
$36.1K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 1.05% |
$146 - $148
|
479
$14.2K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.45% |
$117 - $118
|
897
$26.7K
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
3+ 1.24% |
$87.8 - $88.5
|
245
$7.28K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-21- 0.25% |
$614 - $620
|
8.42K
$250K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-45- 0.62% |
$1.32K - $1.33K
|
7.25K
$215K
|
|
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
$1.64M
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-50- 0.44% |
$1.46K - $1.48K
|
11.2K
$334K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-55- 0.78% |
$1.61K - $1.62K
|
7K
$208K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-58- 11.84% |
$1.7K - $1.71K
|
432
$12.8K
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-73- 5.33% |
$2.14K - $2.15K
|
1.3K
$38.5K
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-77- 1.05% |
$2.25K - $2.27K
|
7.27K
$216K
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-85- 1.11% |
$2.49K - $2.51K
|
7.6K
$226K
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-98- 39.84% |
$2.87K - $2.89K
|
148
$4.4K
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-114- 1.33% |
$3.34K - $3.36K
|
8.45K
$251K
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-120- 1.21% |
$3.51K - $3.54K
|
9.81K
$291K
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-169- 0.13% |
$4.94K - $4.99K
|
127K
$3.76M
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-199- 0.59% |
$5.82K - $5.87K
|
33.5K
$997K
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-228- 1.04% |
$6.67K - $6.73K
|
21.7K
$644K
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-243- 0.3% |
$7.11K - $7.17K
|
80.5K
$2.39M
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-283- 49.91% |
$8.28K - $8.35K
|
284
$8.44K
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-301- 30.07% |
$8.81K - $8.88K
|
700
$20.8K
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-340- 0.92% |
$9.95K - $10K
|
36.6K
$1.09M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-348- 0.01% |
$10.2K - $10.3K
|
5.32M
$158M
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-350- 1.31% |
$10.2K - $10.3K
|
26.4K
$783K
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-375- 2.67% |
$11K - $11.1K
|
13.7K
$407K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-417- 33.93% |
$12.2K - $12.3K
|
812
$24.1K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-419- 42.97% |
$12.3K - $12.4K
|
556
$16.5K
|