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 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-2.27K- 1.56% |
$70.1K - $70.8K
|
143K
$4.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.29K- 0.3% |
$70.7K - $71.4K
|
753K
$22.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.4KClosed |
$74.3K - $75.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-2.48K- 6.69% |
$76.6K - $77.4K
|
34.5K
$1.03M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.61K- 21.55% |
$80.6K - $81.4K
|
9.49K
$284K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.62K- 4.15% |
$80.9K - $81.8K
|
60.4K
$1.81M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-2.66K- 15.37% |
$82.1K - $82.9K
|
14.6K
$437K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.53K- 0.91% |
$109K - $110K
|
382K
$11.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-3.53K- 39.29% |
$109K - $110K
|
5.45K
$163K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.72K- 29.57% |
$115K - $116K
|
8.86K
$265K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.99K- 27.74% |
$123K - $125K
|
10.4K
$311K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
SELL
|
- |
-3.99K- 18.41% |
$123K - $125K
|
17.7K
$529K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-4.06K- 2.85% |
$126K - $127K
|
139K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.21KClosed |
$130K - $132K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.51K- 3.45% |
$139K - $141K
|
126K
$3.78M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-4.72K- 2.67% |
$146K - $147K
|
172K
$5.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-4.83K- 3.45% |
$149K - $151K
|
135K
$4.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.05K- 13.54% |
$156K - $158K
|
32.2K
$964K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-5.08KClosed |
$157K - $159K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
SELL
|
- |
-5.32K- 4.02% |
$165K - $166K
|
127K
$3.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Hedeker Wealth, LLC
|
SELL
|
- |
-5.32K- 2.05% |
$165K - $166K
|
254K
$7.61M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-5.59K- 4.62% |
$173K - $174K
|
115K
$3.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.68K- 33.02% |
$175K - $177K
|
11.5K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-6.39K- 34.26% |
$197K - $199K
|
12.3K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-6.39K- 0.44% |
$197K - $199K
|
1.45M
$43.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-6.48K- 5.49% |
$200K - $202K
|
111K
$3.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-6.66KClosed |
$206K - $208K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.75KClosed |
$209K - $211K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-7.02K- 5.99% |
$217K - $219K
|
110K
$3.3M
|
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.07KClosed |
$219K - $221K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-7.3K- 8.47% |
$226K - $228K
|
78.9K
$2.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-7.46K- 46.96% |
$231K - $233K
|
8.43K
$252K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-7.88K- 54.54% |
$244K - $246K
|
6.57K
$196K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-8.39K- 6.54% |
$259K - $262K
|
120K
$3.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.41K- 6.0% |
$260K - $263K
|
132K
$3.94M
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
SELL
|
- |
-8.6K- 45.14% |
$266K - $269K
|
10.5K
$313K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-8.99K- 5.08% |
$278K - $281K
|
168K
$5.03M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.41KClosed |
$291K - $294K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-9.42K- 4.09% |
$291K - $294K
|
221K
$6.61M
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-10.4KClosed |
$322K - $326K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.4K- 17.07% |
$323K - $326K
|
50.8K
$1.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-10.9K- 53.88% |
$338K - $342K
|
9.36K
$280K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-12K- 57.43% |
$371K - $375K
|
8.89K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12KClosed |
$372K - $376K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.8K- 3.32% |
$395K - $399K
|
372K
$11.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-14.1K- 5.52% |
$435K - $440K
|
241K
$7.21M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14.4KClosed |
$444K - $449K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-15.1K- 6.77% |
$468K - $473K
|
209K
$6.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-15.9K- 28.15% |
$492K - $497K
|
40.6K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-16.7K- 19.98% |
$515K - $521K
|
66.7K
$2M
|