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 |
---|---|---|---|---|---|---|---|
Jan 28, 2021
Q4 2020
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
4.69KNew |
$147K - $147K
|
4.69K
$140K
|
|
Feb 08, 2021
Q4 2020
|
Simmons Bank
|
BUY
|
- |
4.51K+ 3.18% |
$141K - $142K
|
146K
$4.37M
|
|
Feb 02, 2021
Q4 2020
|
Compass Financial Group, Inc.
|
BUY
|
- |
4.06K+ 1.12% |
$127K - $128K
|
368K
$11M
|
|
Feb 16, 2021
Q4 2020
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.02K+ 5027.5% |
$126K - $126K
|
4.1K
$123K
|
|
Jan 25, 2021
Q4 2020
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.83K+ 5.01% |
$120K - $120K
|
80.1K
$2.39M
|
|
Jan 20, 2021
Q4 2020
|
Park Avenue Securities LLC
|
BUY
|
- |
3.82K+ 54.67% |
$120K - $120K
|
10.8K
$323K
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3.73K+ 187.81% |
$117K - $117K
|
5.72K
$171K
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.5KNew |
$110K - $110K
|
3.5K
$105K
|
|
Feb 12, 2021
Q4 2020
|
Fca Corp
Houston, TX |
BUY
|
- |
3.41K+ 5.83% |
$107K - $107K
|
62K
$1.85M
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.33K+ 16.9% |
$104K - $105K
|
23K
$688K
|
|
Jun 07, 2023
Q4 2020
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.32K+ 11842.86% |
$104K - $104K
|
3.34K
$99.9K
|
|
Feb 09, 2021
Q4 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.24K+ 2.43% |
$102K - $102K
|
137K
$4.09M
|
|
Feb 08, 2021
Q4 2020
|
Wrapmanager Inc
|
BUY
|
- |
3.22K+ 1.75% |
$101K - $101K
|
187K
$5.59M
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.21K+ 23.26% |
$100K - $101K
|
17K
$508K
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.21K+ 10.38% |
$100K - $101K
|
34.1K
$1.02M
|
|
Feb 09, 2021
Q4 2020
|
360 Financial, Inc.
|
BUY
|
- |
3.19K+ 11.98% |
$99.9K - $100K
|
29.8K
$891K
|
|
Feb 12, 2021
Q4 2020
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.13K+ 3.25% |
$98.1K - $98.4K
|
99.4K
$2.97M
|
|
Jan 21, 2021
Q4 2020
|
Optimum Investment Advisors
|
BUY
|
- |
2.97K+ 8.6% |
$93K - $93.3K
|
37.5K
$1.12M
|
|
Jan 29, 2021
Q4 2020
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.91K+ 39.75% |
$91.1K - $91.5K
|
10.2K
$306K
|
|
Jan 14, 2021
Q4 2020
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.75K+ 4.16% |
$86K - $86.3K
|
68.8K
$2.05M
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.68K+ 10.79% |
$83.8K - $84.1K
|
27.5K
$821K
|
|
Aug 16, 2024
Q4 2020
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.62K+ 872.0% |
$81.9K - $82.2K
|
2.92K
$87.1K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.5K+ 54.65% |
$78.2K - $78.5K
|
7.07K
$211K
|
|
Jan 21, 2021
Q4 2020
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
2.4KNew |
$75.1K - $75.4K
|
2.4K
$71.7K
|
|
Feb 03, 2021
Q4 2020
|
Bailard, Inc.
|
BUY
|
- |
2.37K+ 3.41% |
$74.2K - $74.5K
|
72K
$2.15M
|
|
Apr 19, 2024
Q4 2020
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.29K+ 9.75% |
$71.8K - $72K
|
25.8K
$771K
|
|
Feb 12, 2021
Q4 2020
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.27K+ 3.47% |
$71K - $71.3K
|
67.6K
$2.02M
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.2K+ 2.41% |
$68.8K - $69K
|
93.2K
$2.78M
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
2.15KNew |
$67.4K - $67.6K
|
2.15K
$64.3K
|
|
Feb 24, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2.11K+ 105250.0% |
$65.9K - $66.1K
|
2.11K
$63K
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.01K+ 4.46% |
$62.8K - $63K
|
47K
$1.4M
|
|
Feb 04, 2021
Q4 2020
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 1.4% |
$61.2K - $61.4K
|
141K
$4.23M
|
|
Feb 26, 2021
Q4 2020
|
Rmr Wealth Builders
|
BUY
|
- |
1.79KNew |
$56K - $56.2K
|
1.79K
$53.5K
|
|
Feb 09, 2021
Q4 2020
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1.6K+ 5.57% |
$50.1K - $50.3K
|
30.3K
$905K
|
|
Jan 08, 2024
Q4 2020
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.48K+ 10.72% |
$46.2K - $46.4K
|
15.3K
$456K
|
|
Jan 15, 2021
Q4 2020
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.41K+ 2.29% |
$44.2K - $44.3K
|
63.1K
$1.88M
|
|
Feb 12, 2021
Q4 2020
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$40.8K - $41K
|
1.3K
$39K
|
|
Feb 12, 2021
Q4 2020
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.01K+ 5.44% |
$31.7K - $31.8K
|
19.6K
$586K
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
1K+ 0.48% |
$31.3K - $31.4K
|
210K
$6.27M
|
|
Feb 12, 2021
Q4 2020
|
Keudell
|
BUY
|
- |
1K+ 4.01% |
$31.3K - $31.4K
|
25.9K
$774K
|
|
Jan 12, 2021
Q4 2020
|
Hbw Advisory Services LLC
|
BUY
|
- |
998+ 5.63% |
$31.2K - $31.4K
|
18.7K
$559K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
981New |
$30.7K - $30.8K
|
981
$29.3K
|
|
Jan 19, 2021
Q4 2020
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
950+ 2.14% |
$29.7K - $29.8K
|
45.4K
$1.36M
|
|
Feb 18, 2021
Q4 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
944+ 3.7% |
$29.6K - $29.7K
|
26.5K
$790K
|
|
Feb 12, 2021
Q4 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
939+ 3.96% |
$29.4K - $29.5K
|
24.6K
$736K
|
|
Jan 29, 2021
Q4 2020
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
855+ 5.31% |
$26.8K - $26.9K
|
17K
$507K
|
|
Jan 12, 2021
Q4 2020
|
Founders Capital Management
|
BUY
|
- |
850+ 8.16% |
$26.6K - $26.7K
|
11.3K
$337K
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
846+ 1.04% |
$26.5K - $26.6K
|
82.6K
$2.47M
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
BUY
|
- |
800+ 123.08% |
$25K - $25.1K
|
1.45K
$43.3K
|
|
Feb 12, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
722+ 0.03% |
$22.6K - $22.7K
|
2.66M
$79.4M
|