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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.91K- 63.33% |
$231K - $233K
|
4.58K
$138K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-8K- 8.13% |
$234K - $236K
|
90.4K
$2.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-8.88K- 18.13% |
$260K - $262K
|
40.1K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
SELL
|
- |
-9.42K- 13.18% |
$276K - $278K
|
62.1K
$1.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-9.82K- 81.59% |
$287K - $290K
|
2.22K
$66.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.84K- 11.34% |
$288K - $290K
|
76.9K
$2.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.4K- 7.21% |
$305K - $308K
|
134K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-10.7K- 4.31% |
$312K - $314K
|
236K
$7.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-10.7K- 34.23% |
$312K - $315K
|
20.5K
$616K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-10.7K- 1.62% |
$313K - $316K
|
648K
$19.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.8K- 17.94% |
$315K - $317K
|
49.2K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10.9K- 3.47% |
$318K - $321K
|
303K
$9.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 12.91% |
$319K - $321K
|
73.5K
$2.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-11.2K- 50.36% |
$327K - $330K
|
11K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.4K- 59.27% |
$332K - $335K
|
7.81K
$234K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-12.4K- 12.81% |
$362K - $365K
|
84.3K
$2.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12.4K- 52.01% |
$363K - $366K
|
11.4K
$343K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-12.6K- 60.27% |
$369K - $372K
|
8.31K
$249K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.8K- 13.75% |
$374K - $377K
|
80.1K
$2.4M
|
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-13K- 48.2% |
$380K - $383K
|
14K
$419K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.1K- 14.18% |
$384K - $387K
|
79.3K
$2.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-13.5K- 11.95% |
$395K - $398K
|
99.5K
$2.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-13.5K- 41.7% |
$395K - $398K
|
18.9K
$567K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.5K- 2.07% |
$396K - $399K
|
640K
$19.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-15K- 28.94% |
$440K - $444K
|
36.9K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-15.3K- 6.78% |
$447K - $451K
|
210K
$6.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-15.4K- 3.2% |
$450K - $454K
|
466K
$14M
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-15.5K- 3.19% |
$452K - $456K
|
469K
$14.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-15.7K- 20.51% |
$460K - $464K
|
60.9K
$1.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-15.8K- 20.15% |
$462K - $466K
|
62.6K
$1.88M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.6K- 14.08% |
$484K - $488K
|
101K
$3.03M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-17.2K- 99.5% |
$504K - $508K
|
86
$2.58K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-17.3K- 8.89% |
$506K - $510K
|
177K
$5.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.8K- 45.81% |
$551K - $556K
|
22.3K
$669K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.1K- 3.49% |
$559K - $563K
|
528K
$15.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-19.3K- 6.18% |
$565K - $569K
|
293K
$8.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-19.7K- 71.34% |
$575K - $580K
|
7.9K
$237K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-20.2K- 25.77% |
$590K - $595K
|
58.1K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-20.6K- 7.36% |
$604K - $609K
|
260K
$7.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21K- 14.09% |
$613K - $618K
|
128K
$3.84M
|
|
|
Oct 31, 2023
Q3 2023
|
Iron Financial, LLC
|
SELL
|
- |
-21.4K- 8.88% |
$625K - $630K
|
219K
$6.58M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.1K- 32.01% |
$734K - $740K
|
53.3K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-25.6K- 17.72% |
$749K - $755K
|
119K
$3.57M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-25.8K- 44.59% |
$754K - $760K
|
32K
$962K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26K- 3.75% |
$760K - $766K
|
667K
$20M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-28.1K- 11.92% |
$823K - $830K
|
208K
$6.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-28.6K- 23.58% |
$837K - $844K
|
92.7K
$2.78M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30.6K- 15.43% |
$894K - $901K
|
167K
$5.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-31.9K- 9.79% |
$933K - $940K
|
294K
$8.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-35.8K- 22.58% |
$1.05M - $1.05M
|
123K
$3.68M
|