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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
14.2K+ 5.92% |
$410K - $419K
|
254K
$7.55M
|
|
|
Feb 08, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
13.9KNew |
$402K - $410K
|
13.9K
$413K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
13.6KNew |
$393K - $401K
|
13.6K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
13.3KNew |
$384K - $392K
|
13.3K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
13.1KNew |
$380K - $387K
|
13.1K
$391K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
12.3KNew |
$357K - $364K
|
12.3K
$368K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$350K - $357K
|
12.1K
$360K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
11.8K+ 14.4% |
$342K - $349K
|
94K
$2.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
11.7K+ 2.87% |
$340K - $347K
|
420K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4K+ 128.15% |
$330K - $336K
|
20.3K
$603K
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.4KNew |
$329K - $335K
|
11.4K
$338K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11KNew |
$319K - $325K
|
11K
$328K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
11K+ 1.43% |
$318K - $324K
|
778K
$23.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
10.4K+ 13.0% |
$302K - $308K
|
90.8K
$2.7M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.2KNew |
$295K - $301K
|
10.2K
$304K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.78KNew |
$283K - $289K
|
9.78K
$291K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
9.31KNew |
$269K - $275K
|
9.31K
$277K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
9.18KNew |
$266K - $271K
|
9.18K
$273K
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
9.14K+ 6.43% |
$264K - $270K
|
151K
$4.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.04KNew |
$262K - $267K
|
9.04K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.92K+ 42.09% |
$258K - $263K
|
30.1K
$896K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.81KNew |
$255K - $260K
|
8.81K
$262K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.55K+ 274.08% |
$248K - $253K
|
11.7K
$348K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.53KNew |
$247K - $252K
|
8.53K
$254K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$245K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$245K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.99KNew |
$231K - $236K
|
7.99K
$238K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7.92KNew |
$229K - $234K
|
7.92K
$236K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58K+ 66.01% |
$219K - $224K
|
19.1K
$568K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$219K - $223K
|
7.56K
$225K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.36K+ 27.71% |
$213K - $217K
|
33.9K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Silver Lake Advisory, LLC
|
BUY
|
- |
7.28K+ 5.18% |
$211K - $215K
|
148K
$4.4M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.22K+ 9.19% |
$209K - $213K
|
85.8K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
7.22K+ 18.27% |
$209K - $213K
|
46.7K
$1.39M
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.91KNew |
$200K - $204K
|
6.91K
$206K
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.54K+ 2.47% |
$189K - $193K
|
271K
$8.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.34K+ 1.77% |
$184K - $187K
|
365K
$10.9M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.91K+ 13.49% |
$171K - $175K
|
49.7K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
5.33KNew |
$154K - $157K
|
5.33K
$159K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.1KNew |
$148K - $151K
|
5.1K
$152K
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
5.06K+ 37.82% |
$146K - $149K
|
18.4K
$549K
|
|
|
Feb 06, 2023
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
4.79K+ 4.75% |
$139K - $142K
|
106K
$3.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.78KNew |
$138K - $141K
|
4.78K
$142K
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.63K+ 201.66% |
$134K - $137K
|
6.93K
$206K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.56K+ 10.08% |
$132K - $135K
|
49.8K
$1.48M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
4.31K+ 1.72% |
$125K - $127K
|
255K
$7.59M
|
|
|
Jan 10, 2023
Q4 2022
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
4.26K+ 7.46% |
$123K - $126K
|
61.3K
$1.83M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
4.24K+ 101.7% |
$123K - $125K
|
8.41K
$250K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.14K+ 3.73% |
$120K - $122K
|
115K
$3.43M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 57.19% |
$115K - $117K
|
10.9K
$324K
|