Purchases and Sales Made in Q4 2021 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2021. 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 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
18.8K+ 2.83% |
$581K - $587K
|
682K
$20.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
18.1K+ 11.74% |
$561K - $567K
|
173K
$5.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
18.1K+ 1.89% |
$559K - $564K
|
974K
$29.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
17.6K+ 11.53% |
$545K - $551K
|
171K
$5.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
17.3KNew |
$535K - $541K
|
17.3K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.2K+ 7.22% |
$533K - $539K
|
256K
$7.64M
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
17.2K+ 80.24% |
$530K - $536K
|
38.5K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
16.6KNew |
$513K - $518K
|
16.6K
$495K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.1K+ 10.97% |
$466K - $470K
|
152K
$4.55M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
15K+ 3.94% |
$465K - $470K
|
397K
$11.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
15KNew |
$465K - $469K
|
15K
$449K
|
|
|
Jan 19, 2022
Q4 2021
|
Financial Management Network Inc
|
BUY
|
- |
14.1KNew |
$436K - $440K
|
14.1K
$421K
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
13.4K+ 1.74% |
$415K - $419K
|
784K
$23.4M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.3KNew |
$412K - $417K
|
13.3K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.9K+ 25.37% |
$398K - $402K
|
63.6K
$1.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12.2K+ 109.02% |
$378K - $382K
|
23.4K
$700K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
12.1K+ 3.43% |
$375K - $379K
|
366K
$10.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
12KNew |
$372K - $376K
|
12K
$360K
|
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
11.8K+ 4.41% |
$364K - $368K
|
279K
$8.32M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
11.6KNew |
$360K - $364K
|
11.6K
$347K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
11.5KNew |
$356K - $360K
|
11.5K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
11.4K+ 133.02% |
$353K - $357K
|
20K
$597K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
11K+ 26.42% |
$339K - $343K
|
52.5K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
11K+ 1095.0% |
$339K - $342K
|
12K
$357K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$334K - $337K
|
10.8K
$322K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.8K+ 5.18% |
$333K - $336K
|
219K
$6.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
10.5KNew |
$324K - $327K
|
10.5K
$313K
|
|
|
Feb 14, 2022
Q4 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
10.2K+ 5.58% |
$315K - $319K
|
193K
$5.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
10.2KNew |
$315K - $318K
|
10.2K
$304K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10.1K+ 17.35% |
$313K - $316K
|
68.4K
$2.04M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10K+ 34.72% |
$310K - $313K
|
38.9K
$1.16M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9.73K+ 10.18% |
$301K - $304K
|
105K
$3.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
9.65K+ 5.67% |
$298K - $301K
|
180K
$5.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
9.4K+ 11.76% |
$291K - $294K
|
89.4K
$2.67M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
9.39K+ 3.37% |
$290K - $293K
|
288K
$8.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
BUY
|
- |
9.08K+ 14.33% |
$281K - $284K
|
72.4K
$2.16M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
8.91K+ 5.15% |
$275K - $278K
|
182K
$5.42M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
8.61K+ 61.5% |
$266K - $269K
|
22.6K
$675K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.6K+ 23.86% |
$266K - $269K
|
44.7K
$1.33M
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.53KNew |
$264K - $266K
|
8.53K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
8.53KNew |
$264K - $266K
|
8.53K
$255K
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
8.29KNew |
$256K - $259K
|
8.29K
$247K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
8.24KNew |
$255K - $257K
|
8.24K
$246K
|
|
|
Feb 15, 2022
Q4 2021
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
8KNew |
$247K - $250K
|
8K
$239K
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
8KNew |
$247K - $250K
|
8K
$239K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
7.99K+ 18.23% |
$247K - $250K
|
51.8K
$1.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.98KNew |
$247K - $249K
|
7.98K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.84KNew |
$242K - $245K
|
7.84K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
7.78KNew |
$241K - $243K
|
7.78K
$232K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
7.62K+ 24.24% |
$235K - $238K
|
39K
$1.16M
|