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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
170+ 0.45% |
N/A
|
37.9K
$1.13M
|
|
Feb 07, 2022
Q4 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
162+ 0.05% |
N/A
|
339K
$10.1M
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
155New |
N/A
|
155
$4.61K
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
153+ 0.54% |
N/A
|
28.4K
$843K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
151New |
N/A
|
151
$4.49K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
127+ 453.57% |
N/A
|
155
$4.61K
|
|
Jan 20, 2022
Q4 2021
|
Lion Street Advisors, LLC
|
BUY
|
- |
102+ 0.36% |
N/A
|
28.5K
$847K
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
88New |
N/A
|
88
$2.62K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
83+ 17.04% |
N/A
|
570
$16.9K
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
51+ 0.07% |
N/A
|
72.7K
$2.16M
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
45+ 0.25% |
N/A
|
17.7K
$527K
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
40+ 0.45% |
N/A
|
9.02K
$268K
|
|
Jan 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
37+ 0.54% |
N/A
|
6.87K
$204K
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
BUY
|
- |
30+ 0.44% |
N/A
|
6.84K
$203K
|
|
Jul 29, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
29+ 0.01% |
N/A
|
426K
$12.7M
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
29+ 0.44% |
N/A
|
6.68K
$198K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
28+ 0.35% |
N/A
|
8.07K
$240K
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
25New |
N/A
|
25
$743
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
18+ 0.23% |
N/A
|
7.75K
$230K
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
15+ 0.03% |
N/A
|
54.5K
$1.62M
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15+ 4.69% |
N/A
|
335
$9.96K
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
13+ 0.1% |
N/A
|
13.3K
$396K
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
11+ 0.11% |
N/A
|
10.2K
$302K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2+ 0.44% |
N/A
|
458
$13.6K
|
|
Jan 18, 2022
Q4 2021
|
360 Financial, Inc.
|
BUY
|
- |
2+ 0.01% |
N/A
|
28.4K
$843K
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2New |
N/A
|
2
$59.4
|
|
Jan 26, 2022
Q4 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.57% |
N/A
|
176
$5.23K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
N/A
|
525
$15.6K
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
N/A
|
11.8K
$352K
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
N/A
|
7.36K
$219K
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-7- 0.05% |
N/A
|
13.7K
$407K
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 1.72% |
N/A
|
514
$15.3K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-10- 0.04% |
N/A
|
28.5K
$848K
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-32- 0.38% |
N/A
|
8.47K
$252K
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
N/A
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-75- 0.95% |
N/A
|
7.82K
$232K
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-76- 0.78% |
N/A
|
9.64K
$287K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-82- 0.63% |
N/A
|
12.9K
$382K
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-100- 50.0% |
N/A
|
100
$2.97K
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-150- 3.48% |
N/A
|
4.16K
$123K
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-154- 8.84% |
N/A
|
1.59K
$47.2K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160Closed |
N/A
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-161- 4.84% |
N/A
|
3.17K
$94.1K
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-161- 0.42% |
N/A
|
38.5K
$1.14M
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-184- 1.08% |
N/A
|
16.8K
$499K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-195- 0.33% |
N/A
|
58.5K
$1.74M
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-199- 48.54% |
N/A
|
211
$6.27K
|
|
Feb 07, 2022
Q4 2021
|
Windham Capital Management, LLC
|
SELL
|
- |
-214- 0.06% |
N/A
|
382K
$11.4M
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-220- 4.81% |
N/A
|
4.35K
$129K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-230- 0.31% |
N/A
|
75K
$2.23M
|