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 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 2.74% |
$23.7K - $24.2K
|
28.4K
$847K
|
|
|
Nov 04, 2024
Q3 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-810- 0.72% |
$24K - $24.6K
|
112K
$3.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-880- 3.78% |
$26K - $26.7K
|
22.4K
$669K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-938- 1.52% |
$27.7K - $28.4K
|
60.6K
$1.81M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-963- 11.26% |
$28.5K - $29.2K
|
7.59K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1K- 5.73% |
$29.6K - $30.3K
|
16.5K
$491K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1K- 1.96% |
$29.6K - $30.3K
|
50.1K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.05K- 2.83% |
$31.1K - $31.8K
|
36K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.24K- 3.09% |
$36.7K - $37.6K
|
38.9K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 11.28% |
$36.9K - $37.8K
|
9.82K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 1.41% |
$37.9K - $38.8K
|
89.8K
$2.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.29K- 2.68% |
$38.2K - $39.1K
|
46.9K
$1.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 1.13% |
$39K - $39.9K
|
115K
$3.43M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.37K- 44.95% |
$40.6K - $41.6K
|
1.68K
$50.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-1.4K- 4.14% |
$41.3K - $42.3K
|
32.3K
$964K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.41K- 2.61% |
$41.6K - $42.7K
|
52.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-1.42K- 9.51% |
$41.9K - $42.9K
|
13.5K
$402K
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.47K- 2.88% |
$43.5K - $44.6K
|
49.6K
$1.48M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.53K- 15.38% |
$45.3K - $46.4K
|
8.43K
$252K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.53K- 7.93% |
$45.4K - $46.5K
|
17.8K
$532K
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.6K- 47.34% |
$47.3K - $48.5K
|
1.78K
$53.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.63K- 16.66% |
$48.2K - $49.4K
|
8.15K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.65K- 5.07% |
$48.9K - $50.1K
|
30.9K
$923K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-1.69K- 9.42% |
$50K - $51.3K
|
16.3K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1.79K- 3.79% |
$53K - $54.3K
|
45.5K
$1.36M
|
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.8K- 9.78% |
$53.2K - $54.5K
|
16.6K
$495K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.81K- 1.53% |
$53.6K - $54.9K
|
117K
$3.48M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.96K- 14.18% |
$58K - $59.4K
|
11.9K
$354K
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-2K- 3.58% |
$59.2K - $60.6K
|
53.8K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.08K- 23.86% |
$61.6K - $63.1K
|
6.65K
$198K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.26K- 2.03% |
$66.9K - $68.5K
|
109K
$3.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.36K- 20.35% |
$69.7K - $71.4K
|
9.22K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-2.47K- 54.83% |
$73K - $74.8K
|
2.03K
$60.7K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.56K- 5.43% |
$75.7K - $77.5K
|
44.6K
$1.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.7K- 9.36% |
$79.7K - $81.7K
|
26.1K
$779K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.71K- 16.91% |
$80.1K - $82.1K
|
13.3K
$397K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.75K- 4.47% |
$81.3K - $83.3K
|
58.7K
$1.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.75K- 14.88% |
$81.3K - $83.3K
|
15.7K
$470K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.76K- 25.09% |
$81.5K - $83.5K
|
8.23K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.17K- 6.56% |
$93.6K - $95.9K
|
45.1K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.17K- 1.15% |
$93.7K - $96K
|
271K
$8.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.35K- 1.15% |
$99K - $101K
|
288K
$8.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.47K- 5.79% |
$102K - $105K
|
56.3K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.58K- 32.8% |
$106K - $109K
|
7.34K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.69K- 15.35% |
$109K - $112K
|
20.4K
$608K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.99K- 26.77% |
$118K - $121K
|
10.9K
$326K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4K- 86.19% |
$118K - $121K
|
641
$19.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.03K- 3.26% |
$119K - $122K
|
119K
$3.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-4.13K- 2.26% |
$122K - $125K
|
179K
$5.34M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.15K- 21.34% |
$123K - $126K
|
15.3K
$457K
|