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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
627+ 6.86% |
$18.5K - $19K
|
9.77K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
606+ 8.99% |
$17.9K - $18.4K
|
7.35K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
602+ 1.11% |
$17.8K - $18.2K
|
54.8K
$1.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
BUY
|
- |
592+ 5.67% |
$17.5K - $17.9K
|
11K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
552+ 7.43% |
$16.3K - $16.7K
|
7.99K
$238K
|
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
544+ 2.54% |
$16.1K - $16.5K
|
21.9K
$655K
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
534+ 6.15% |
$15.8K - $16.2K
|
9.21K
$275K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
532New |
$15.7K - $16.1K
|
532
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
532New |
$15.7K - $16.1K
|
532
$15.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
532+ 0.67% |
$15.7K - $16.1K
|
80.4K
$2.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
527+ 2.66% |
$15.6K - $16K
|
20.4K
$608K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
482+ 2.29% |
$14.3K - $14.6K
|
21.5K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
424+ 1.25% |
$12.5K - $12.9K
|
34.4K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
424+ 169.6% |
$12.5K - $12.9K
|
674
$20.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
381+ 3.34% |
$11.3K - $11.5K
|
11.8K
$352K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
375+ 0.22% |
$11.1K - $11.4K
|
171K
$5.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
368+ 1.82% |
$10.9K - $11.2K
|
20.6K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
363+ 0.07% |
$10.7K - $11K
|
545K
$16.3M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 10.14% |
$10.4K - $10.6K
|
3.8K
$113K
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
320+ 1.35% |
$9.47K - $9.7K
|
24.1K
$718K
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
304New |
$8.99K - $9.21K
|
304
$9.07K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
269+ 0.87% |
$7.96K - $8.15K
|
31.1K
$927K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
262+ 0.69% |
$7.75K - $7.94K
|
38.2K
$1.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$7.4K - $7.58K
|
250
$7.46K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
246+ 3.14% |
$7.28K - $7.46K
|
8.08K
$241K
|
|
|
Nov 15, 2024
Q3 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
220+ 0.32% |
$6.51K - $6.67K
|
69.2K
$2.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
216+ 3.71% |
$6.39K - $6.55K
|
6.04K
$180K
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
200+ 1.94% |
$5.92K - $6.06K
|
10.5K
$314K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
177+ 17.12% |
$5.24K - $5.36K
|
1.21K
$36.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
170+ 0.47% |
$5.03K - $5.15K
|
36.7K
$1.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
143+ 0.48% |
$4.23K - $4.33K
|
30.2K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 11.83% |
$4.02K - $4.12K
|
1.29K
$38.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
135New |
$3.99K - $4.09K
|
135
$4.03K
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
131+ 1.82% |
$3.87K - $3.97K
|
7.34K
$219K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
130+ 0.61% |
$3.85K - $3.94K
|
21.3K
$635K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
116+ 1.25% |
$3.43K - $3.52K
|
9.43K
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
105New |
$3.11K - $3.18K
|
105
$3.13K
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
90+ 1.24% |
$2.66K - $2.73K
|
7.32K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
90+ 1.25% |
$2.66K - $2.73K
|
7.29K
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
89+ 1.12% |
$2.63K - $2.7K
|
8.06K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67New |
$1.98K - $2.03K
|
67
$2K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
48+ 1.44% |
$1.42K - $1.45K
|
3.38K
$101K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
45+ 0.45% |
$1.33K - $1.36K
|
10.1K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23+ 1.27% |
$680 - $697
|
1.84K
$55K
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
23New |
$680 - $697
|
23
$687
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
16New |
$473 - $485
|
16
$478
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
13+ 0.07% |
$385 - $394
|
19.3K
$576K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 1.2% |
$355 - $364
|
1.01K
$30.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
9New |
$266 - $273
|
9
$269
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5+ 0.03% |
$148 - $152
|
18.1K
$539K
|