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 16, 2021
Q4 2020
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
13.1KNew |
$411K - $413K
|
13.1K
$393K
|
|
|
May 26, 2023
Q4 2020
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
12.2K+ 8.98% |
$381K - $382K
|
148K
$4.41M
|
|
|
Feb 05, 2021
Q4 2020
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
12K+ 20.34% |
$375K - $377K
|
70.9K
$2.12M
|
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
11.3KNew |
$354K - $356K
|
11.3K
$338K
|
|
|
Jan 26, 2021
Q4 2020
|
Mascoma Wealth Management LLC
|
BUY
|
- |
11.2K+ 11.09% |
$350K - $352K
|
112K
$3.35M
|
|
|
Jan 20, 2021
Q4 2020
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.7K+ 15.36% |
$334K - $335K
|
80.1K
$2.39M
|
|
|
Feb 11, 2021
Q4 2020
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.5KNew |
$329K - $330K
|
10.5K
$314K
|
|
|
Feb 08, 2021
Q4 2020
|
Windsor Capital Management, LLC
|
BUY
|
- |
10.5K+ 3.78% |
$328K - $330K
|
288K
$8.6M
|
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.3K+ 14.01% |
$324K - $325K
|
84.2K
$2.52M
|
|
|
Feb 05, 2021
Q4 2020
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10KNew |
$313K - $314K
|
10K
$299K
|
|
|
Feb 08, 2021
Q4 2020
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9.88K+ 11.4% |
$309K - $310K
|
96.6K
$2.89M
|
|
|
Feb 05, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.78KNew |
$306K - $307K
|
9.78K
$292K
|
|
|
Jan 21, 2021
Q4 2020
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
9.78KNew |
$306K - $307K
|
9.78K
$292K
|
|
|
Jan 12, 2021
Q4 2020
|
Cottage Street Advisors LLC
|
BUY
|
- |
9.72K+ 24.74% |
$304K - $305K
|
49K
$1.46M
|
|
|
Feb 12, 2021
Q4 2020
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.63K+ 27.29% |
$302K - $303K
|
44.9K
$1.34M
|
|
|
Jan 29, 2021
Q4 2020
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9.5KNew |
$297K - $298K
|
9.5K
$284K
|
|
|
Feb 02, 2021
Q4 2020
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
9.38K+ 4.18% |
$294K - $295K
|
234K
$6.98M
|
|
|
Feb 01, 2021
Q4 2020
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.3K+ 4.6% |
$291K - $292K
|
212K
$6.32M
|
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9.12K+ 67.09% |
$286K - $287K
|
22.7K
$679K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.12K+ 77.91% |
$285K - $286K
|
20.8K
$622K
|
|
|
Feb 11, 2021
Q4 2020
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.97KNew |
$281K - $282K
|
8.97K
$268K
|
|
|
Feb 11, 2021
Q4 2020
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.96K+ 15.63% |
$281K - $282K
|
66.3K
$1.98M
|
|
|
Feb 16, 2021
Q4 2020
|
True Link Financial Advisors, LLC
|
BUY
|
- |
8.68KNew |
$272K - $273K
|
8.68K
$259K
|
|
|
Jan 28, 2021
Q4 2020
|
Occidental Asset Management, LLC
|
BUY
|
- |
8.64K+ 1.09% |
$270K - $271K
|
799K
$23.9M
|
|
|
Feb 16, 2021
Q4 2020
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
8.58KNew |
$269K - $270K
|
8.58K
$256K
|
|
|
Feb 10, 2021
Q4 2020
|
Dubuque Bank & Trust CO
|
BUY
|
- |
8.34KNew |
$261K - $262K
|
8.34K
$249K
|
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.22KNew |
$257K - $258K
|
8.22K
$246K
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.19KNew |
$256K - $257K
|
8.19K
$245K
|
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.14K+ 77.35% |
$255K - $256K
|
18.7K
$558K
|
|
|
Feb 02, 2021
Q4 2020
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
8KNew |
$250K - $251K
|
8K
$239K
|
|
|
Feb 05, 2021
Q4 2020
|
Graypoint LLC
|
BUY
|
- |
7.98K+ 36.67% |
$250K - $251K
|
29.7K
$889K
|
|
|
Feb 08, 2021
Q4 2020
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.9K+ 76.14% |
$247K - $248K
|
18.3K
$546K
|
|
|
Feb 16, 2021
Q4 2020
|
Bck Partners, Inc.
|
BUY
|
- |
7.53KNew |
$236K - $237K
|
7.53K
$225K
|
|
|
Feb 12, 2021
Q4 2020
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.45KNew |
$233K - $234K
|
7.45K
$223K
|
|
|
Jan 29, 2021
Q4 2020
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.23KNew |
$226K - $227K
|
7.23K
$216K
|
|
|
Jan 27, 2021
Q4 2020
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
7.09KNew |
$222K - $223K
|
7.09K
$212K
|
|
|
Feb 12, 2021
Q4 2020
|
F3 Logic, LLC
|
BUY
|
- |
7KNew |
$219K - $220K
|
7K
$209K
|
|
|
Jan 29, 2021
Q4 2020
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.91KNew |
$216K - $217K
|
6.91K
$207K
|
|
|
May 17, 2021
Q4 2020
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
6.67KNew |
$209K - $209K
|
6.67K
$199K
|
|
|
Jan 13, 2021
Q4 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
6.64KNew |
$208K - $208K
|
6.64K
$198K
|
|
|
Feb 12, 2021
Q4 2020
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
6.6KNew |
$207K - $207K
|
6.6K
$197K
|
|
|
Feb 16, 2021
Q4 2020
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.58KNew |
$206K - $207K
|
6.58K
$197K
|
|
|
Feb 08, 2021
Q4 2020
|
Ifg Advisory, LLC
|
BUY
|
- |
6.52K+ 45.62% |
$204K - $205K
|
20.8K
$622K
|
|
|
Mar 05, 2021
Q4 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
6.43K+ 16.52% |
$201K - $202K
|
45.3K
$1.35M
|
|
|
Jan 28, 2021
Q4 2020
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
6.12K+ 23.47% |
$191K - $192K
|
32.2K
$961K
|
|
|
Jan 26, 2021
Q4 2020
|
Excalibur Management Corp
|
BUY
|
- |
5.92K+ 7.45% |
$185K - $186K
|
85.3K
$2.55M
|
|
|
Feb 11, 2021
Q4 2020
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.52K+ 25.84% |
$173K - $174K
|
26.9K
$804K
|
|
|
Mar 30, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.48K+ 56.03% |
$172K - $172K
|
15.3K
$456K
|
|
|
Jan 12, 2021
Q4 2020
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.79K+ 12.97% |
$150K - $151K
|
41.7K
$1.25M
|
|
|
Feb 10, 2021
Q4 2020
|
Trinity Point Wealth, LLC
|
BUY
|
- |
4.78K+ 4.85% |
$150K - $150K
|
103K
$3.09M
|