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 |
---|---|---|---|---|---|---|---|
Jul 29, 2022
Q4 2020
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
717+ 0.24% |
$22.4K - $22.5K
|
303K
$9.06M
|
|
Feb 16, 2021
Q4 2020
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
618+ 10.9% |
$19.3K - $19.4K
|
6.29K
$188K
|
|
Feb 16, 2021
Q4 2020
|
Fifth Third Bancorp
|
BUY
|
- |
592+ 623.16% |
$18.5K - $18.6K
|
687
$20.5K
|
|
Feb 05, 2021
Q4 2020
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
566New |
$17.7K - $17.8K
|
566
$16.9K
|
|
Feb 09, 2021
Q4 2020
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
562+ 7.03% |
$17.6K - $17.7K
|
8.55K
$256K
|
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
551+ 6.05% |
$17.3K - $17.3K
|
9.66K
$289K
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
545New |
$17.1K - $17.1K
|
545
$16.3K
|
|
Feb 12, 2021
Q4 2020
|
Roosevelt Investment Group LLC
|
BUY
|
- |
502+ 4.56% |
$15.7K - $15.8K
|
11.5K
$344K
|
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
490+ 2.51% |
$15.3K - $15.4K
|
20K
$597K
|
|
Feb 02, 2021
Q4 2020
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
484+ 2.61% |
$15.2K - $15.2K
|
19K
$568K
|
|
Jan 28, 2021
Q4 2020
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
478New |
$15K - $15K
|
478
$14.3K
|
|
Jan 29, 2021
Q4 2020
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
450+ 4.72% |
$14.1K - $14.1K
|
9.99K
$298K
|
|
Feb 16, 2021
Q4 2020
|
Cooper Financial Group
|
BUY
|
- |
400+ 0.84% |
$12.5K - $12.6K
|
48.1K
$1.44M
|
|
Feb 17, 2021
Q4 2020
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
394New |
$12.3K - $12.4K
|
394
$11.8K
|
|
Feb 08, 2021
Q4 2020
|
Alera Investment Advisors, LLC
|
BUY
|
- |
371+ 4.09% |
$11.6K - $11.7K
|
9.45K
$282K
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
357+ 1.03% |
$11.2K - $11.2K
|
35K
$1.05M
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
298+ 16.45% |
$9.33K - $9.36K
|
2.11K
$63K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
290+ 3.33% |
$9.08K - $9.11K
|
9K
$269K
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
253New |
$7.92K - $7.95K
|
253
$7.56K
|
|
Jan 29, 2021
Q4 2020
|
Bellwether Advisors, LLC
|
BUY
|
- |
251New |
$7.86K - $7.89K
|
251
$7.5K
|
|
Jan 21, 2021
Q4 2020
|
Investors Research Corp
|
BUY
|
- |
225+ 18.69% |
$7.04K - $7.07K
|
1.43K
$42.7K
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185New |
$5.79K - $5.81K
|
185
$5.53K
|
|
Feb 11, 2021
Q4 2020
|
Compass Ion Advisors, LLC
|
BUY
|
- |
184+ 0.87% |
$5.76K - $5.78K
|
21.4K
$641K
|
|
Feb 09, 2021
Q4 2020
|
Diligent Investors, LLC
|
BUY
|
- |
163+ 1.34% |
$5.1K - $5.12K
|
12.3K
$369K
|
|
Jan 29, 2021
Q4 2020
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
160New |
$5.01K - $5.03K
|
160
$4.78K
|
|
Jan 13, 2021
Q4 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
160+ 0.2% |
$5.01K - $5.03K
|
80.1K
$2.39M
|
|
Jan 20, 2021
Q4 2020
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
101+ 0.25% |
$3.16K - $3.17K
|
40.1K
$1.2M
|
|
Feb 09, 2021
Q4 2020
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
84+ 6.82% |
$2.63K - $2.64K
|
1.32K
$39.3K
|
|
Feb 08, 2021
Q4 2020
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
83+ 0.52% |
$2.6K - $2.61K
|
15.9K
$476K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
81New |
$2.54K - $2.55K
|
81
$2.42K
|
|
Feb 09, 2021
Q4 2020
|
Crestwood Advisors Group LLC
|
BUY
|
- |
77+ 0.85% |
$2.41K - $2.42K
|
9.14K
$273K
|
|
Feb 02, 2021
Q4 2020
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.24% |
$1.22K - $1.23K
|
16.1K
$483K
|
|
Feb 16, 2021
Q4 2020
|
Phillips Financial Management, LLC
|
BUY
|
- |
38+ 0.29% |
$1.19K - $1.19K
|
13.2K
$394K
|
|
Feb 08, 2021
Q4 2020
|
Wealthpoint, LLC
|
BUY
|
- |
36+ 0.54% |
$1.13K - $1.13K
|
6.76K
$202K
|
|
Feb 16, 2021
Q4 2020
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
15+ 0.2% |
$470 - $471
|
7.7K
$230K
|
|
Feb 02, 2021
Q4 2020
|
Savior LLC
|
BUY
|
- |
7+ 0.36% |
$219 - $220
|
1.94K
$57.8K
|
|
Feb 16, 2021
Q4 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$62.6 - $62.8
|
522
$15.6K
|
|
Feb 23, 2021
Q4 2020
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
2New |
$62.6 - $62.8
|
2
$59.8
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.44% |
$31.3 - $31.4
|
230
$6.87K
|
|
Feb 10, 2021
Q4 2020
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.19% |
$31.3 - $31.4
|
514
$15.4K
|
|
Jan 21, 2021
Q4 2020
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.48% |
$31.3 - $31.4
|
209
$6.24K
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
SELL
|
- |
-1- 0.1% |
$31.3 - $31.4
|
965
$28.8K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.1% |
$31.3 - $31.4
|
965
$28.8K
|
|
Jan 15, 2021
Q4 2020
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$62.6 - $62.8
|
12.2K
$365K
|
|
Feb 24, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-11- -0.0% |
$344 - $346
|
2.66M
$79.4M
|
|
Jan 19, 2021
Q4 2020
|
Detalus Advisors, LLC
|
SELL
|
- |
-25- 0.01% |
$783 - $786
|
203K
$6.06M
|
|
Mar 02, 2021
Q4 2020
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-47- 1.32% |
$1.47K - $1.48K
|
3.52K
$105K
|
|
Feb 09, 2021
Q4 2020
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-58- 3.01% |
$1.82K - $1.82K
|
1.87K
$55.9K
|
|
Feb 17, 2021
Q4 2020
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-75- 0.08% |
$2.35K - $2.36K
|
89K
$2.66M
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-105- 0.33% |
$3.29K - $3.3K
|
31.6K
$944K
|