Purchases and Sales Made in Q4 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2022. 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 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.18M+ 215.19% |
$179M - $182M
|
9.05M
$270M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.07MNew |
$88.8M - $90.6M
|
3.07M
$91.3M
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.11MNew |
$61M - $62.3M
|
2.11M
$62.8M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.01M+ 22.81% |
$58.2M - $59.3M
|
10.8M
$322M
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.78M+ 24.02% |
$51.5M - $52.6M
|
9.19M
$274M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.22M+ 47.45% |
$35.3M - $36M
|
3.79M
$113M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.03M+ 1150.86% |
$29.8M - $30.4M
|
1.12M
$33.3M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
817K+ 70.79% |
$23.7M - $24.1M
|
1.97M
$58.7M
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
689K+ 678.66% |
$19.9M - $20.3M
|
790K
$23.5M
|
|
Mar 10, 2023
Q4 2022
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
537KNew |
$15.5M - $15.9M
|
537K
$16M
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
505KNew |
$14.6M - $14.9M
|
505K
$15.1M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
493K+ 112.14% |
$14.3M - $14.6M
|
933K
$27.8M
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
457K+ 43.08% |
$13.2M - $13.5M
|
1.52M
$45.2M
|
|
Jan 11, 2023
Q4 2022
|
Systelligence, LLC
|
BUY
|
- |
440KNew |
$12.7M - $13M
|
440K
$13.1M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
423K+ 8.58% |
$12.3M - $12.5M
|
5.36M
$160M
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
405KNew |
$11.7M - $12M
|
405K
$12.1M
|
|
Jan 19, 2023
Q4 2022
|
Wt Wealth Management
|
BUY
|
- |
381KNew |
$11M - $11.2M
|
381K
$11.3M
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
377K+ 66.76% |
$10.9M - $11.1M
|
941K
$28M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
361K+ 18.65% |
$10.4M - $10.7M
|
2.29M
$68.3M
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
355KNew |
$10.3M - $10.5M
|
355K
$10.6M
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
333KNew |
$9.64M - $9.83M
|
333K
$9.91M
|
|
Feb 01, 2023
Q4 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
324KNew |
$9.37M - $9.56M
|
324K
$9.64M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
313K+ 11.35% |
$9.05M - $9.23M
|
3.07M
$91.3M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
301K+ 39.5% |
$8.7M - $8.88M
|
1.06M
$31.6M
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
295KNew |
$8.55M - $8.72M
|
295K
$8.8M
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
284K+ 27.52% |
$8.23M - $8.39M
|
1.32M
$39.2M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
281K+ 88.53% |
$8.15M - $8.31M
|
599K
$17.8M
|
|
Feb 06, 2023
Q4 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
276K+ 431.36% |
$8M - $8.16M
|
341K
$10.1M
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
264K+ 288.6% |
$7.64M - $7.8M
|
355K
$10.6M
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
247K+ 43.92% |
$7.14M - $7.28M
|
808K
$24.1M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
224K+ 361.09% |
$6.49M - $6.62M
|
286K
$8.52M
|
|
Jan 27, 2023
Q4 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
223K+ 8.0% |
$6.46M - $6.59M
|
3.01M
$89.7M
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
214K+ 213.63% |
$6.18M - $6.31M
|
314K
$9.34M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
212K+ 38.71% |
$6.15M - $6.27M
|
761K
$22.7M
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
203K+ 10.88% |
$5.89M - $6.01M
|
2.07M
$61.8M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
194K+ 810.48% |
$5.62M - $5.74M
|
218K
$6.5M
|
|
Dec 13, 2024
Q4 2022
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
178KNew |
$5.14M - $5.24M
|
178K
$5.29M
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
166K+ 11.77% |
$4.81M - $4.9M
|
1.58M
$46.9M
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
166K+ 2.37% |
$4.79M - $4.89M
|
7.14M
$213M
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
160K+ 75.85% |
$4.65M - $4.74M
|
372K
$11.1M
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160K+ 124.01% |
$4.63M - $4.72M
|
289K
$8.59M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
159K+ 10.52% |
$4.59M - $4.69M
|
1.67M
$49.7M
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
156K+ 6947.02% |
$4.52M - $4.61M
|
158K
$4.72M
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
156K+ 6947.02% |
$4.52M - $4.61M
|
158K
$4.72M
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
150KNew |
$4.35M - $4.44M
|
150K
$4.47M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
136KNew |
$3.94M - $4.02M
|
136K
$4.05M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
132KNew |
$3.83M - $3.91M
|
132K
$3.94M
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
129K+ 1.23% |
$3.72M - $3.8M
|
10.6M
$315M
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
116KNew |
$3.36M - $3.43M
|
116K
$3.46M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
116KNew |
$3.35M - $3.41M
|
116K
$3.44M
|