Purchases and Sales Made in Q4 2020 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 12, 2021
Q4 2020
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
59.2K+ 40.82% |
$1.85M - $1.86M
|
204K
$6.11M
|
|
Feb 11, 2021
Q4 2020
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
58.7K+ 89.29% |
$1.84M - $1.85M
|
125K
$3.72M
|
|
Feb 09, 2021
Q4 2020
|
Blair William & CO
Chicago, IL |
BUY
|
- |
56.6K+ 34.71% |
$1.77M - $1.78M
|
220K
$6.57M
|
|
Feb 12, 2021
Q4 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.5K+ 36.04% |
$1.74M - $1.74M
|
209K
$6.26M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
53.4K+ 104.99% |
$1.67M - $1.68M
|
104K
$3.11M
|
|
Feb 09, 2021
Q4 2020
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
53.1K+ 231.01% |
$1.66M - $1.67M
|
76K
$2.27M
|
|
Jan 29, 2021
Q4 2020
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
52.5K+ 8.39% |
$1.64M - $1.65M
|
679K
$20.3M
|
|
Jan 13, 2021
Q4 2020
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
52.3K+ 19.89% |
$1.64M - $1.64M
|
315K
$9.41M
|
|
Apr 01, 2021
Q4 2020
|
Private Advisor Group, LLC
|
BUY
|
- |
51.7K+ 27.03% |
$1.62M - $1.62M
|
243K
$7.25M
|
|
Jan 27, 2021
Q4 2020
|
Money Design Co.,Ltd.
|
BUY
|
- |
51.3K+ 119.06% |
$1.61M - $1.61M
|
94.4K
$2.82M
|
|
Feb 04, 2021
Q4 2020
|
Foresight Wealth Management, LLC
|
BUY
|
- |
51.1K+ 17.62% |
$1.6M - $1.61M
|
341K
$10.2M
|
|
Feb 22, 2021
Q4 2020
|
Echo Wealth Management, LLC
|
BUY
|
- |
48.9KNew |
$1.53M - $1.54M
|
48.9K
$1.46M
|
|
Feb 16, 2021
Q4 2020
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
46.1K+ 22.79% |
$1.44M - $1.45M
|
248K
$7.42M
|
|
Feb 18, 2021
Q4 2020
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
44.8KNew |
$1.4M - $1.41M
|
44.8K
$1.34M
|
|
Jan 19, 2021
Q4 2020
|
Blb&B Advisors, LLC
|
BUY
|
- |
42.1K+ 20.9% |
$1.32M - $1.32M
|
243K
$7.27M
|
|
Jan 20, 2021
Q4 2020
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 102.7% |
$1.29M - $1.3M
|
81.4K
$2.43M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
41.2KNew |
$1.29M - $1.29M
|
41.2K
$1.23M
|
|
Feb 26, 2021
Q4 2020
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
39.2K+ 8.49% |
$1.23M - $1.23M
|
501K
$15M
|
|
Feb 23, 2021
Q4 2020
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
38.4K+ 9.46% |
$1.2M - $1.21M
|
445K
$13.3M
|
|
Jan 20, 2021
Q4 2020
|
Ota Financial Group L.P.
|
BUY
|
- |
38.2KNew |
$1.2M - $1.2M
|
38.2K
$1.14M
|
|
Feb 23, 2021
Q4 2020
|
Orion Capital Management LLC
|
BUY
|
- |
37KNew |
$1.16M - $1.16M
|
37K
$1.11M
|
|
Jan 20, 2021
Q4 2020
|
Eclectic Associates Inc
|
BUY
|
- |
36.9KNew |
$1.15M - $1.16M
|
36.9K
$1.1M
|
|
Feb 16, 2021
Q4 2020
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
33.1K+ 9.78% |
$1.04M - $1.04M
|
371K
$11.1M
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
32KNew |
$1M - $1.01M
|
32K
$956K
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
29.9K+ 15.87% |
$937K - $941K
|
219K
$6.53M
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
28.6K+ 3.43% |
$896K - $899K
|
863K
$25.8M
|
|
Feb 16, 2021
Q4 2020
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
28.4K+ 17.24% |
$888K - $891K
|
193K
$5.76M
|
|
Feb 11, 2021
Q4 2020
|
Orin Green Financial, LLC
|
BUY
|
- |
25KNew |
$783K - $786K
|
25K
$747K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
24.6K+ 1.96% |
$771K - $774K
|
1.28M
$38.3M
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
24.6K+ 1.45% |
$769K - $772K
|
1.72M
$51.4M
|
|
Feb 12, 2021
Q4 2020
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
23.8K+ 34.36% |
$745K - $747K
|
93K
$2.78M
|
|
Jan 28, 2021
Q4 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
23.3K+ 3.33% |
$728K - $731K
|
722K
$21.6M
|
|
Jan 07, 2021
Q4 2020
|
Martin Capital Partners, LLC
|
BUY
|
- |
21.4K+ 14.77% |
$671K - $674K
|
167K
$4.98M
|
|
Feb 11, 2021
Q4 2020
|
Wells Financial Advisors Inc
|
BUY
|
- |
21.3KNew |
$667K - $670K
|
21.3K
$637K
|
|
Feb 03, 2021
Q4 2020
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20.8K+ 22.16% |
$653K - $655K
|
115K
$3.43M
|
|
Jan 26, 2021
Q4 2020
|
Eukles Asset Management
|
BUY
|
- |
19.7K+ 20.22% |
$617K - $619K
|
117K
$3.5M
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
19.4K+ 8.19% |
$608K - $610K
|
256K
$7.66M
|
|
Feb 16, 2021
Q4 2020
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$598K - $600K
|
19.1K
$571K
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
18.3K+ 16.28% |
$573K - $575K
|
131K
$3.91M
|
|
Feb 16, 2022
Q4 2020
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
17.5KNew |
$549K - $551K
|
17.5K
$524K
|
|
Feb 12, 2021
Q4 2020
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
17.2KNew |
$538K - $540K
|
17.2K
$513K
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.9K+ 29.12% |
$529K - $531K
|
74.9K
$2.24M
|
|
Feb 12, 2021
Q4 2020
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
16.1K+ 14.16% |
$505K - $507K
|
130K
$3.89M
|
|
Jan 13, 2021
Q4 2020
|
Raymond James Trust N.A.
|
BUY
|
- |
15.9K+ 51.35% |
$497K - $499K
|
46.8K
$1.4M
|
|
Jan 28, 2021
Q4 2020
|
Kingfisher Capital LLC
|
BUY
|
- |
15.5KNew |
$486K - $488K
|
15.5K
$464K
|
|
Feb 03, 2021
Q4 2020
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.1K+ 4.37% |
$472K - $474K
|
360K
$10.8M
|
|
Feb 16, 2021
Q4 2020
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.5K+ 1106.17% |
$455K - $456K
|
15.8K
$473K
|
|
Feb 16, 2021
Q4 2020
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
14.1K+ 2.21% |
$441K - $442K
|
650K
$19.4M
|
|
Feb 08, 2021
Q4 2020
|
Financial Management Network Inc
|
BUY
|
- |
13.8KNew |
$433K - $434K
|
13.8K
$413K
|
|
Jan 08, 2021
Q4 2020
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
13.4K+ 9.7% |
$421K - $422K
|
152K
$4.54M
|