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 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
SELL
|
- |
-2.54K- 6.6% |
$73.4K - $74.9K
|
35.9K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.63K- 2.5% |
$76.1K - $77.7K
|
103K
$3.06M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.67K- 1.82% |
$77.4K - $78.9K
|
144K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 2.65% |
$81.2K - $82.9K
|
103K
$3.07M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.84K- 14.64% |
$82.2K - $83.8K
|
16.6K
$493K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.99K- 6.91% |
$86.4K - $88.2K
|
40.2K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-3K- 5.91% |
$86.7K - $88.4K
|
47.7K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.08K- 19.14% |
$89.3K - $91K
|
13K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.1K- 10.79% |
$89.8K - $91.6K
|
25.6K
$764K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.18K- 6.69% |
$92.1K - $93.9K
|
44.3K
$1.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 22.46% |
$93.1K - $95K
|
11.1K
$331K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-3.45K- 11.63% |
$99.7K - $102K
|
26.2K
$780K
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-3.49K- 30.11% |
$101K - $103K
|
8.11K
$241K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-3.56K- 15.65% |
$103K - $105K
|
19.2K
$572K
|
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-3.61K- 1.17% |
$105K - $107K
|
304K
$9.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.8K- 28.8% |
$110K - $112K
|
9.4K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-3.93K- 5.74% |
$114K - $116K
|
64.7K
$1.93M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.94K- 1.77% |
$114K - $116K
|
219K
$6.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.1K- 31.54% |
$119K - $121K
|
8.89K
$265K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-4.13K- 19.21% |
$120K - $122K
|
17.4K
$518K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.64K- 12.99% |
$134K - $137K
|
31.1K
$926K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-4.76K- 28.41% |
$138K - $141K
|
12K
$357K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.79K- 35.22% |
$139K - $141K
|
8.81K
$262K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-5K- 86.16% |
$145K - $148K
|
803
$23.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.17K- 1.57% |
$150K - $153K
|
325K
$9.67M
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.46K- 13.98% |
$158K - $161K
|
33.6K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.85K- 6.24% |
$169K - $173K
|
87.9K
$2.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-5.93K- 3.4% |
$172K - $175K
|
168K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-6.19K- 0.99% |
$179K - $183K
|
617K
$18.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.22K- 17.69% |
$180K - $184K
|
28.9K
$861K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-6.59K- 20.25% |
$191K - $195K
|
25.9K
$772K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.63K- 2.95% |
$192K - $196K
|
218K
$6.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-6.72K- 32.76% |
$194K - $198K
|
13.8K
$411K
|
|
|
Feb 14, 2023
Q4 2022
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 7.73% |
$203K - $207K
|
83.5K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-7K- 7.73% |
$203K - $207K
|
83.5K
$2.49M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-7.11K- 7.94% |
$206K - $210K
|
82.5K
$2.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-7.53K- 30.54% |
$218K - $222K
|
17.1K
$510K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.54K- 6.24% |
$218K - $223K
|
113K
$3.37M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.54K- 6.24% |
$218K - $223K
|
113K
$3.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-7.58K- 1.6% |
$220K - $224K
|
468K
$13.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-7.63K- 9.75% |
$221K - $225K
|
70.6K
$2.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.7K- 3.69% |
$223K - $227K
|
201K
$5.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-8.05K- 19.18% |
$233K - $238K
|
33.9K
$1.01M
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-8.14K- 23.61% |
$236K - $240K
|
26.3K
$784K
|
|
|
Jan 26, 2023
Q4 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-8.17K- 11.85% |
$237K - $241K
|
60.8K
$1.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-8.29K- 22.41% |
$240K - $245K
|
28.7K
$855K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8.38K- 19.61% |
$242K - $247K
|
34.3K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-8.89K- 6.6% |
$257K - $262K
|
126K
$3.75M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-9.05K- 9.14% |
$262K - $267K
|
89.9K
$2.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.18K- 11.27% |
$266K - $271K
|
72.3K
$2.15M
|