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 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
224+ 0.39% |
$6.48K - $6.61K
|
58.2K
$1.73M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
209+ 1.32% |
$6.05K - $6.17K
|
16K
$477K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
205+ 100.0% |
$5.93K - $6.05K
|
410
$12.2K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
176New |
$5.1K - $5.2K
|
176
$5.24K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$4.11K - $4.19K
|
142
$4.23K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
139New |
$4.02K - $4.1K
|
139
$4.14K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
117New |
$3.39K - $3.46K
|
117
$3.48K
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
115+ 0.62% |
$3.33K - $3.4K
|
18.7K
$556K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
93+ 0.92% |
$2.69K - $2.75K
|
10.2K
$303K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
69+ 0.29% |
$2K - $2.04K
|
23.6K
$702K
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
64+ 0.93% |
$1.85K - $1.89K
|
6.98K
$208K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
63+ 0.91% |
$1.82K - $1.86K
|
6.98K
$208K
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
46+ 11.79% |
$1.33K - $1.36K
|
436
$13K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41New |
$1.19K - $1.21K
|
41
$1.22K
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
37New |
$1.07K - $1.09K
|
37
$1.1K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$1.01K - $1.03K
|
35
$1.04K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
31+ 4.51% |
$897 - $915
|
719
$21.4K
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30New |
$869 - $886
|
30
$893
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
30+ 4.24% |
$869 - $886
|
737
$21.9K
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
15+ 0.11% |
$434 - $443
|
13.1K
$391K
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
14+ 0.04% |
$405 - $413
|
32.8K
$977K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
10+ 0.6% |
$290 - $295
|
1.68K
$49.9K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 1.08% |
$145 - $148
|
467
$13.9K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.93% |
$57.9 - $59.1
|
216
$6.43K
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2+ 0.35% |
$57.9 - $59.1
|
567
$16.9K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$29 - $29.5
|
154
$4.59K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-2- -0.0% |
$57.9 - $59.1
|
265K
$7.89M
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 80.0% |
$116 - $118
|
1
$29.8
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-7- 0.46% |
$203 - $207
|
1.53K
$45.6K
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-14- 0.08% |
$405 - $413
|
16.6K
$493K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-19- 1.23% |
$550 - $561
|
1.53K
$45.6K
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-24- 0.1% |
$695 - $709
|
24.4K
$726K
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-34- 0.46% |
$984 - $1K
|
7.42K
$221K
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-50- 3.45% |
$1.45K - $1.48K
|
1.4K
$41.7K
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-52- 2.89% |
$1.51K - $1.54K
|
1.75K
$52K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-100- 27.4% |
$2.9K - $2.95K
|
265
$7.89K
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-102- 0.36% |
$2.95K - $3.01K
|
28.4K
$845K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-167- 89.3% |
$4.83K - $4.93K
|
20
$596
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-180- 0.11% |
$5.21K - $5.32K
|
158K
$4.72M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-264- 34.69% |
$7.64K - $7.8K
|
497
$14.8K
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-268- 1.31% |
$7.76K - $7.91K
|
20.1K
$599K
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-273- 0.11% |
$7.9K - $8.06K
|
239K
$7.11M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-280- 2.64% |
$8.11K - $8.27K
|
10.3K
$308K
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-290- 2.15% |
$8.4K - $8.56K
|
13.2K
$393K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-325- 43.62% |
$9.41K - $9.6K
|
420
$12.5K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-360- 3.1% |
$10.4K - $10.6K
|
11.2K
$335K
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-377- 2.59% |
$10.9K - $11.1K
|
14.2K
$421K
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-390- 6.28% |
$11.3K - $11.5K
|
5.82K
$173K
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-403- 1.15% |
$11.7K - $11.9K
|
34.5K
$1.03M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-429- 3.25% |
$12.4K - $12.7K
|
12.8K
$381K
|