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 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.4K+ 11.93% |
$130K - $133K
|
41.3K
$1.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 1.64% |
$130K - $133K
|
272K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.36K+ 0.77% |
$129K - $132K
|
572K
$17.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.21K+ 7.92% |
$125K - $128K
|
57.4K
$1.71M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.92K+ 1.13% |
$116K - $119K
|
351K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.89K+ 39.25% |
$115K - $118K
|
13.8K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.83K+ 17.06% |
$113K - $116K
|
26.2K
$784K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
3.75K+ 16.38% |
$111K - $114K
|
26.6K
$795K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
3.74K+ 12.2% |
$111K - $113K
|
34.4K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.46K+ 9.48% |
$102K - $105K
|
40K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$100K - $102K
|
3.38K
$101K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3.35KNew |
$99.2K - $102K
|
3.35K
$100K
|
|
|
Oct 09, 2024
Q3 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
3.27K+ 2.96% |
$96.6K - $99K
|
114K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.98K+ 5.04% |
$88.1K - $90.2K
|
62.1K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87K+ 3.94% |
$85K - $87.1K
|
75.8K
$2.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
2.86K+ 3.91% |
$84.6K - $86.7K
|
76.1K
$2.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.74K+ 2.92% |
$81K - $83K
|
96.6K
$2.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.66K+ 15.97% |
$78.8K - $80.7K
|
19.3K
$577K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.59K+ 14.06% |
$76.6K - $78.5K
|
21K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.56K+ 21.79% |
$75.8K - $77.7K
|
14.3K
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.45K+ 3.28% |
$72.3K - $74.1K
|
77.1K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.4K+ 6.5% |
$70.8K - $72.6K
|
39.2K
$1.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.12KNew |
$62.6K - $64.1K
|
2.12K
$63.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.11KNew |
$62.3K - $63.9K
|
2.11K
$62.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
2.1K+ 25.55% |
$62K - $63.5K
|
10.3K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.97K+ 0.81% |
$58.2K - $59.6K
|
245K
$7.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.92K+ 5.56% |
$56.8K - $58.2K
|
36.5K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.89K+ 14.99% |
$55.9K - $57.3K
|
14.5K
$433K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.89K+ 10.78% |
$55.8K - $57.2K
|
19.4K
$579K
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.82K+ 13.29% |
$53.8K - $55.2K
|
15.5K
$463K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.59KNew |
$46.9K - $48.1K
|
1.59K
$47.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
1.39K+ 2.71% |
$41.2K - $42.2K
|
52.8K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.31K+ 7.61% |
$38.8K - $39.7K
|
18.5K
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.3K+ 0.46% |
$38.3K - $39.3K
|
282K
$8.42M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 2.38% |
$35.6K - $36.5K
|
51.8K
$1.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 12.7% |
$35K - $35.9K
|
10.5K
$313K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.03K+ 2.72% |
$30.6K - $31.3K
|
39.1K
$1.17M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.03K+ 0.85% |
$30.5K - $31.2K
|
122K
$3.63M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.01K+ 270.97% |
$29.8K - $30.6K
|
1.38K
$41.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
884New |
$26.1K - $26.8K
|
884
$26.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
864+ 12.26% |
$25.6K - $26.2K
|
7.91K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
856New |
$25.3K - $25.9K
|
856
$25.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
833+ 4.75% |
$24.6K - $25.2K
|
18.4K
$548K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
792+ 4.26% |
$23.4K - $24K
|
19.4K
$578K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 0.5% |
$23K - $23.6K
|
157K
$4.69M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
732+ 3.52% |
$21.7K - $22.2K
|
21.5K
$642K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
713New |
$21.1K - $21.6K
|
713
$21.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
680+ 2.06% |
$20.1K - $20.6K
|
33.7K
$1.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
645+ 2.43% |
$19.1K - $19.5K
|
27.2K
$812K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
644+ 3.31% |
$19K - $19.5K
|
20.1K
$600K
|