Purchases and Sales Made in Q3 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q3 2024. 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 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 1.35% |
$361K - $370K
|
915K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12.1K+ 22.06% |
$358K - $367K
|
67K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 1190.87% |
$355K - $364K
|
13K
$388K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.9K+ 65.59% |
$353K - $361K
|
30.1K
$898K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.4K+ 2.36% |
$339K - $347K
|
496K
$14.8M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11.3K+ 13.7% |
$335K - $344K
|
94.1K
$2.81M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.2K+ 3.19% |
$330K - $338K
|
361K
$10.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11K+ 2427.15% |
$325K - $333K
|
11.4K
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
10.7K+ 20.36% |
$318K - $325K
|
63.5K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.2KNew |
$303K - $310K
|
10.2K
$306K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.54K+ 1.57% |
$282K - $289K
|
619K
$18.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.48K+ 2.33% |
$280K - $287K
|
416K
$12.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
9.43K+ 8.86% |
$279K - $286K
|
116K
$3.46M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.35K+ 8.33% |
$277K - $283K
|
122K
$3.63M
|
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.1K+ 34.83% |
$269K - $276K
|
35.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
9.03KNew |
$267K - $274K
|
9.03K
$269K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.84K+ 32.92% |
$261K - $268K
|
35.7K
$1.07M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
8.19K+ 4.07% |
$242K - $248K
|
209K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.64K+ 8.7% |
$226K - $231K
|
95.4K
$2.85M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7.53K+ 5.85% |
$223K - $228K
|
136K
$4.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.53K+ 76.19% |
$223K - $228K
|
17.4K
$519K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.47KNew |
$221K - $226K
|
7.47K
$223K
|
|
|
Oct 29, 2024
Q3 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
7.37KNew |
$218K - $223K
|
7.37K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.32K+ 27.14% |
$216K - $222K
|
34.3K
$1.02M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
7.21K+ 4.41% |
$213K - $219K
|
171K
$5.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
7.17K+ 3.33% |
$212K - $217K
|
222K
$6.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.12K+ 10.63% |
$211K - $216K
|
74.2K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.05KNew |
$209K - $214K
|
7.05K
$211K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.03KNew |
$208K - $213K
|
7.03K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.97K+ 51.84% |
$206K - $211K
|
20.4K
$609K
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
6.82KNew |
$202K - $207K
|
6.82K
$204K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
6.78KNew |
$201K - $206K
|
6.78K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.72KNew |
$199K - $204K
|
6.72K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71K+ 18.93% |
$198K - $203K
|
42.1K
$1.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
BUY
|
- |
6.66K+ 4.69% |
$197K - $202K
|
149K
$4.44M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
6.62K+ 4.95% |
$196K - $201K
|
140K
$4.19M
|
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
6.47K+ 8.92% |
$192K - $196K
|
79K
$2.36M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
6.32K+ 7.17% |
$187K - $192K
|
94.4K
$2.82M
|
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6.3K+ 0.98% |
$186K - $191K
|
647K
$19.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.88K+ 1.89% |
$174K - $178K
|
317K
$9.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
5.59K+ 12.42% |
$165K - $169K
|
50.6K
$1.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
5.5K+ 2.33% |
$163K - $167K
|
242K
$7.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.45K+ 37.93% |
$161K - $165K
|
19.8K
$591K
|
|
|
Oct 15, 2024
Q3 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5.22K+ 5.57% |
$154K - $158K
|
98.8K
$2.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4.7K+ 143.05% |
$139K - $142K
|
7.98K
$238K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.69K+ 21.14% |
$139K - $142K
|
26.9K
$802K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.63K+ 5.09% |
$137K - $140K
|
95.6K
$2.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.52K+ 32.4% |
$134K - $137K
|
18.5K
$551K
|
|
|
Nov 04, 2024
Q3 2024
|
Systelligence, LLC
|
BUY
|
- |
4.45K+ 1.7% |
$131K - $135K
|
265K
$7.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.44K+ 10.99% |
$131K - $135K
|
44.9K
$1.34M
|