Purchases and Sales Made in Q4 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2023. 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 06, 2024
Q4 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-68.4K- 5.6% |
$1.99M - $2.04M
|
1.15M
$34.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-70K- 6.34% |
$2.04M - $2.09M
|
1.04M
$31.3M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-70K- 6.34% |
$2.04M - $2.09M
|
1.04M
$31.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-74K- 9.72% |
$2.16M - $2.2M
|
688K
$20.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-82.4K- 49.47% |
$2.4M - $2.45M
|
84.1K
$2.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-90.7K- 89.82% |
$2.64M - $2.7M
|
10.3K
$311K
|
|
|
Jan 09, 2024
Q4 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
SELL
|
- |
-95.6K- 11.47% |
$2.79M - $2.85M
|
738K
$22.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-98.7K- 2.81% |
$2.88M - $2.94M
|
3.41M
$103M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-99.5K- 47.68% |
$2.9M - $2.96M
|
109K
$3.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-103K- 99.43% |
$3M - $3.06M
|
592
$17.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-104K- 48.27% |
$3.03M - $3.1M
|
112K
$3.38M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-111K- 19.38% |
$3.23M - $3.3M
|
462K
$14M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-111K- 48.64% |
$3.25M - $3.32M
|
118K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-113K- 58.61% |
$3.3M - $3.37M
|
79.9K
$2.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-117K- 42.08% |
$3.41M - $3.48M
|
161K
$4.87M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-118K- 6.6% |
$3.44M - $3.52M
|
1.67M
$50.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-119K- 42.8% |
$3.46M - $3.53M
|
159K
$4.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-123K- 10.35% |
$3.57M - $3.65M
|
1.06M
$32.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-157K- 13.26% |
$4.56M - $4.66M
|
1.02M
$31M
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-159K- 94.96% |
$4.63M - $4.74M
|
8.45K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-160K- 9.27% |
$4.65M - $4.75M
|
1.56M
$47.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-169K- 8.02% |
$4.93M - $5.04M
|
1.94M
$58.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-174K- 52.69% |
$5.06M - $5.17M
|
156K
$4.72M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-180K- 13.54% |
$5.25M - $5.37M
|
1.15M
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-182K- 74.59% |
$5.29M - $5.41M
|
61.9K
$1.87M
|
|
|
Oct 23, 2024
Q4 2023
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-184K- 30.98% |
$5.36M - $5.48M
|
410K
$12.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-196K- 21.72% |
$5.71M - $5.84M
|
706K
$21.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-205K- 8.44% |
$5.96M - $6.09M
|
2.22M
$67.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-250K- 29.62% |
$7.29M - $7.45M
|
595K
$18M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-272K- 36.43% |
$7.94M - $8.11M
|
475K
$14.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-277K- 12.81% |
$8.08M - $8.26M
|
1.89M
$57.1M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-290KClosed |
$8.44M - $8.63M
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-343K- 93.3% |
$10M - $10.2M
|
24.6K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-473K- 82.7% |
$13.8M - $14.1M
|
99K
$3M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-490K- 89.83% |
$14.3M - $14.6M
|
55.5K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-521K- 25.14% |
$15.2M - $15.5M
|
1.55M
$47M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-534K- 78.92% |
$15.6M - $15.9M
|
143K
$4.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-535K- 31.17% |
$15.6M - $15.9M
|
1.18M
$35.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.24M- 19.26% |
$36.2M - $37M
|
5.21M
$158M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.31M- 19.47% |
$38.1M - $39M
|
5.41M
$164M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-1.46M- 41.57% |
$42.7M - $43.6M
|
2.06M
$62.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.78M- 46.08% |
$51.9M - $53M
|
2.08M
$63M
|
|
|
Jan 23, 2024
Q4 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.83M- 51.49% |
$53.4M - $54.6M
|
1.73M
$52.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.95M- 99.6% |
$56.9M - $58.1M
|
7.94K
$240K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.1M- 58.17% |
$324M - $331M
|
7.99M
$242M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-11.8M- 95.58% |
$344M - $351M
|
545K
$16.5M
|