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 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.21K- 8.62% |
$124K - $128K
|
44.6K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-4.53K- 7.24% |
$134K - $137K
|
58K
$1.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.61K- 84.93% |
$136K - $140K
|
818
$24.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.63K- 3.79% |
$137K - $140K
|
118K
$3.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.64K- 58.39% |
$137K - $141K
|
3.31K
$98.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.64K- 45.91% |
$137K - $141K
|
5.46K
$163K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.92K- 84.06% |
$146K - $149K
|
933
$27.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.93K- 28.92% |
$146K - $149K
|
12.1K
$362K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.25K- 5.78% |
$155K - $159K
|
85.5K
$2.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-5.39K- 4.39% |
$160K - $163K
|
117K
$3.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-5.4K- 4.98% |
$160K - $164K
|
103K
$3.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.56K- 12.33% |
$164K - $168K
|
39.5K
$1.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-5.61K- 3.92% |
$166K - $170K
|
137K
$4.1M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.98K- 9.93% |
$177K - $181K
|
54.2K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-6.26K- 78.72% |
$185K - $190K
|
1.69K
$50.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-6.57K- 7.95% |
$194K - $199K
|
76K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.74K- 13.97% |
$199K - $204K
|
41.5K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-7.07K- 57.65% |
$209K - $214K
|
5.19K
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-7.78K- 13.3% |
$230K - $236K
|
50.7K
$1.51M
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7.82K- 4.54% |
$231K - $237K
|
165K
$4.91M
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.19K- 1.73% |
$242K - $248K
|
466K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-9.44K- 47.3% |
$279K - $286K
|
10.5K
$314K
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-9.65K- 19.8% |
$286K - $293K
|
39.1K
$1.17M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-9.98K- 46.52% |
$295K - $303K
|
11.5K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-10.4K- 11.85% |
$308K - $315K
|
77.4K
$2.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.8K- 5.11% |
$318K - $326K
|
199K
$5.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-10.8K- 19.83% |
$319K - $326K
|
43.5K
$1.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-11.1K- 19.24% |
$327K - $335K
|
46.4K
$1.39M
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-11.4K- 7.72% |
$336K - $345K
|
136K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-13.4K- 96.07% |
$395K - $405K
|
547
$16.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-13.6K- 66.49% |
$403K - $413K
|
6.86K
$205K
|
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-13.7K- 22.72% |
$404K - $414K
|
46.5K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-14K- 0.65% |
$414K - $424K
|
2.15M
$64.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.3K- 4.51% |
$424K - $434K
|
303K
$9.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-17.9K- 7.04% |
$529K - $542K
|
236K
$7.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-18.1K- 11.18% |
$535K - $548K
|
144K
$4.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.2K- 4.65% |
$568K - $582K
|
393K
$11.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-21.2K- 2.2% |
$628K - $644K
|
946K
$28.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.8K- 1.72% |
$643K - $659K
|
1.24M
$37.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-24.2K- 6.27% |
$716K - $734K
|
362K
$10.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-25.5K- 45.26% |
$756K - $774K
|
30.9K
$922K
|
|
|
Oct 15, 2024
Q3 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-26.4K- 13.38% |
$781K - $801K
|
171K
$5.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26.7K- 30.29% |
$790K - $810K
|
61.5K
$1.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-28.9K- 15.36% |
$856K - $877K
|
160K
$4.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-29.2K- 84.58% |
$863K - $884K
|
5.32K
$159K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.4K- 21.27% |
$898K - $921K
|
112K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31.8K- 5.84% |
$939K - $962K
|
512K
$15.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-32K- 99.47% |
$947K - $970K
|
169
$5.04K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-32K- 14.2% |
$948K - $971K
|
194K
$5.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-34.4K- 18.61% |
$1.02M - $1.04M
|
150K
$4.49M
|