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 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.89K+ 6.64% |
$113K - $115K
|
62.4K
$1.86M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.83K+ 3.61% |
$111K - $113K
|
110K
$3.27M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.68K+ 37.09% |
$107K - $109K
|
13.6K
$405K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.64K+ 12.29% |
$105K - $107K
|
33.3K
$991K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.62K+ 16454.55% |
$105K - $107K
|
3.64K
$108K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.15KNew |
$91.2K - $93K
|
3.15K
$93.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
3.1K+ 15.89% |
$89.7K - $91.5K
|
22.6K
$673K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
3.05K+ 23.66% |
$88.4K - $90.2K
|
16K
$475K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.04KNew |
$87.9K - $89.7K
|
3.04K
$90.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.82K+ 10.17% |
$81.7K - $83.4K
|
30.6K
$911K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.39KNew |
$69.3K - $70.7K
|
2.39K
$71.3K
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
2.2KNew |
$63.8K - $65.1K
|
2.2K
$65.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.17K+ 9.51% |
$62.8K - $64.1K
|
25K
$744K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$57.9K - $59.1K
|
2K
$59.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.97KNew |
$56.9K - $58K
|
1.97K
$58.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.95K+ 5.98% |
$56.5K - $57.6K
|
34.6K
$1.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
BUY
|
- |
1.89K+ 1.35% |
$54.8K - $55.9K
|
142K
$4.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.79K+ 1.11% |
$51.8K - $52.9K
|
163K
$4.86M
|
|
|
Jan 13, 2023
Q4 2022
|
Cooper Financial Group
|
BUY
|
- |
1.73K+ 3.01% |
$50.1K - $51.1K
|
59.1K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.62K+ 5.6% |
$46.9K - $47.8K
|
30.5K
$909K
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.61K+ 2.89% |
$46.7K - $47.7K
|
57.4K
$1.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
1.5K+ 1.6% |
$43.4K - $44.2K
|
95.1K
$2.83M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.49K+ 6.02% |
$43.1K - $44K
|
26.2K
$781K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.35K+ 2.3% |
$39.2K - $40K
|
60.1K
$1.79M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.33K+ 5.31% |
$38.4K - $39.2K
|
26.3K
$783K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.24KNew |
$35.9K - $36.6K
|
1.24K
$37K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 2.72% |
$30.6K - $31.2K
|
40K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1.01K+ 5.03% |
$29.2K - $29.8K
|
21.1K
$628K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
994+ 15.96% |
$28.8K - $29.4K
|
7.22K
$215K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
981+ 11.78% |
$28.4K - $29K
|
9.31K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
862New |
$25K - $25.5K
|
862
$25.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
808+ 2.8% |
$23.4K - $23.9K
|
29.6K
$883K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
764+ 6.38% |
$22.1K - $22.6K
|
12.7K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
763+ 0.37% |
$22.1K - $22.5K
|
206K
$6.13M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
666+ 403.64% |
$19.3K - $19.7K
|
831
$24.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
589+ 7.73% |
$17.1K - $17.4K
|
8.2K
$244K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
563+ 0.45% |
$16.3K - $16.6K
|
125K
$3.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
556+ 3.1% |
$16.1K - $16.4K
|
18.5K
$551K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
494+ 2.23% |
$14.3K - $14.6K
|
22.7K
$676K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
425+ 3.5% |
$12.3K - $12.6K
|
12.6K
$374K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
407New |
$11.8K - $12K
|
407
$12.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
391New |
$11.3K - $11.5K
|
391
$11.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
346+ 14.01% |
$10K - $10.2K
|
2.82K
$83.8K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
335+ 3.54% |
$9.7K - $9.89K
|
9.81K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
324+ 2.15% |
$9.38K - $9.57K
|
15.4K
$459K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
307New |
$8.89K - $9.07K
|
307
$9.14K
|
|
|
Jan 05, 2023
Q4 2022
|
Martin Capital Partners, LLC
|
BUY
|
- |
302+ 0.14% |
$8.74K - $8.92K
|
209K
$6.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
263+ 2.83% |
$7.61K - $7.77K
|
9.55K
$284K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
250+ 1.32% |
$7.24K - $7.38K
|
19.3K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
245New |
$7.09K - $7.23K
|
245
$7.3K
|