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 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.02% |
$118 - $121
|
18.1K
$541K
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3+ 0.02% |
$88.7 - $90.9
|
12.1K
$360K
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.0% |
$29.6 - $30.3
|
102K
$3.04M
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$29.6 - $30.3
|
1
$29.9
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$29.6 - $30.3
|
8.05K
$240K
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4- 0.01% |
$118 - $121
|
61.8K
$1.84M
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 2.79% |
$177 - $182
|
209
$6.24K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-43- 2.2% |
$1.27K - $1.3K
|
1.92K
$57.2K
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-75- 6.97% |
$2.22K - $2.27K
|
1K
$29.9K
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-85- 0.38% |
$2.51K - $2.58K
|
22.4K
$668K
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-96- 0.66% |
$2.84K - $2.91K
|
14.4K
$429K
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-105- 0.92% |
$3.11K - $3.18K
|
11.3K
$337K
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-135- 1.31% |
$3.99K - $4.09K
|
10.2K
$303K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-145- 6.46% |
$4.29K - $4.39K
|
2.1K
$62.7K
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-148- 0.55% |
$4.38K - $4.49K
|
26.6K
$793K
|
|
Oct 24, 2024
Q3 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-150- 1.66% |
$4.44K - $4.55K
|
8.9K
$266K
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-155- 20.72% |
$4.58K - $4.7K
|
593
$17.7K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-162- 12.32% |
$4.79K - $4.91K
|
1.15K
$34.4K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-182- 1.17% |
$5.38K - $5.52K
|
15.4K
$459K
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-190- 1.22% |
$5.62K - $5.76K
|
15.4K
$460K
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-195- 4.79% |
$5.77K - $5.91K
|
3.88K
$116K
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-223- 0.65% |
$6.6K - $6.76K
|
33.9K
$1.01M
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-240- 0.37% |
$7.1K - $7.27K
|
64.2K
$1.92M
|
|
Nov 06, 2024
Q3 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-250- 2.11% |
$7.4K - $7.58K
|
11.6K
$346K
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-282- 2.39% |
$8.34K - $8.55K
|
11.5K
$344K
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-286- 2.58% |
$8.46K - $8.67K
|
10.8K
$322K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-296- 99.66% |
$8.76K - $8.97K
|
1
$29.9
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-358- 2.73% |
$10.6K - $10.9K
|
12.7K
$380K
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-360- 2.4% |
$10.6K - $10.9K
|
14.6K
$437K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-361- 0.45% |
$10.7K - $10.9K
|
80.3K
$2.4M
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-426- 0.7% |
$12.6K - $12.9K
|
60.3K
$1.8M
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-455- 1.69% |
$13.5K - $13.8K
|
26.4K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-463- 99.14% |
$13.7K - $14K
|
4
$119
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-466- 5.04% |
$13.8K - $14.1K
|
8.78K
$262K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-496- 14.61% |
$14.7K - $15K
|
2.9K
$86.6K
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-500- 1.18% |
$14.8K - $15.2K
|
41.9K
$1.25M
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-615- 7.38% |
$18.2K - $18.6K
|
7.71K
$230K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-618- 5.3% |
$18.3K - $18.7K
|
11K
$329K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-624- 4.54% |
$18.5K - $18.9K
|
13.1K
$392K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-627- 9.79% |
$18.5K - $19K
|
5.78K
$173K
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-635- 3.03% |
$18.8K - $19.2K
|
20.3K
$607K
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-635- 4.11% |
$18.8K - $19.2K
|
14.8K
$443K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-647- 0.76% |
$19.1K - $19.6K
|
85K
$2.54M
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-650- 0.41% |
$19.2K - $19.7K
|
160K
$4.76M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-667- 1.52% |
$19.7K - $20.2K
|
43.2K
$1.29M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-730- 0.37% |
$21.6K - $22.1K
|
198K
$5.91M
|
|
Oct 02, 2024
Q3 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-740- 1.21% |
$21.9K - $22.4K
|
60.2K
$1.8M
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-742- 1.5% |
$21.9K - $22.5K
|
48.6K
$1.45M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-749- 17.22% |
$22.2K - $22.7K
|
3.6K
$107K
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-749- 4.87% |
$22.2K - $22.7K
|
14.6K
$436K
|