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 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.2K- 16.95% |
$529K - $541K
|
89K
$2.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4K- 18.16% |
$535K - $547K
|
82.8K
$2.51M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-18.8K- 22.35% |
$548K - $560K
|
65.3K
$1.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-19.1K- 68.83% |
$556K - $568K
|
8.64K
$262K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-19.3K- 2.29% |
$563K - $575K
|
822K
$24.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 10.21% |
$575K - $587K
|
173K
$5.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.6K- 26.0% |
$601K - $614K
|
58.7K
$1.78M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-21K- 6.39% |
$612K - $625K
|
308K
$9.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-21.8K- 24.49% |
$635K - $648K
|
67.2K
$2.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-22.5K- 6.01% |
$656K - $671K
|
352K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-23.5K- 18.69% |
$684K - $699K
|
102K
$3.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-23.6K- 17.13% |
$688K - $703K
|
114K
$3.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Fortune 45 LLC
|
SELL
|
- |
-23.8K- 33.34% |
$693K - $708K
|
47.5K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-24.4K- 28.97% |
$712K - $727K
|
59.9K
$1.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-24.9K- 8.22% |
$726K - $742K
|
278K
$8.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-25.7K- 35.98% |
$748K - $765K
|
45.7K
$1.38M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-27.3K- 33.21% |
$796K - $813K
|
54.9K
$1.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-28.5K- 4.08% |
$831K - $849K
|
671K
$20.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-28.5K- 45.56% |
$831K - $850K
|
34.1K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-29K- 48.63% |
$845K - $864K
|
30.6K
$927K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-29.6K- 11.87% |
$862K - $881K
|
220K
$6.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-30.3K- 8.32% |
$883K - $902K
|
334K
$10.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-31K- 73.86% |
$903K - $923K
|
11K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-31.7K- 21.04% |
$923K - $943K
|
119K
$3.6M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-32K- 38.71% |
$933K - $953K
|
50.7K
$1.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-32.5K- 18.23% |
$948K - $969K
|
146K
$4.42M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-36.6K- 99.95% |
$1.07M - $1.09M
|
20
$605
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.7K- 10.58% |
$1.07M - $1.09M
|
310K
$9.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-37.9K- 32.06% |
$1.1M - $1.13M
|
80.2K
$2.43M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-39.1K- 64.18% |
$1.14M - $1.16M
|
21.8K
$661K
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-40.2K- 44.5% |
$1.17M - $1.2M
|
50.2K
$1.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-40.7K- 6.38% |
$1.19M - $1.21M
|
598K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-40.9K- 56.54% |
$1.19M - $1.22M
|
31.4K
$951K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
SELL
|
- |
-43.1K- 69.41% |
$1.26M - $1.28M
|
19K
$574K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-44.9K- 1.99% |
$1.31M - $1.34M
|
2.21M
$67M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-44.9K- 1.99% |
$1.31M - $1.34M
|
2.21M
$67M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46.1K- 76.47% |
$1.34M - $1.37M
|
14.2K
$430K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-48.9K- 7.64% |
$1.42M - $1.46M
|
591K
$17.9M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50.2K- 46.97% |
$1.46M - $1.49M
|
56.6K
$1.71M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-51.2K- 52.11% |
$1.49M - $1.52M
|
47K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-52.9K- 44.55% |
$1.54M - $1.58M
|
65.9K
$1.99M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-54.9K- 14.05% |
$1.6M - $1.64M
|
336K
$10.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-55.3K- 59.83% |
$1.61M - $1.65M
|
37.1K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-56.2K- 35.84% |
$1.64M - $1.67M
|
101K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-57.9K- 15.37% |
$1.69M - $1.72M
|
319K
$9.64M
|
|
|
Jan 19, 2024
Q4 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-61.2K- 9.49% |
$1.78M - $1.82M
|
583K
$17.6M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-64.3K- 2.06% |
$1.87M - $1.92M
|
3.06M
$92.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-64.5K- 25.15% |
$1.88M - $1.92M
|
192K
$5.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-66.1K- 55.7% |
$1.93M - $1.97M
|
52.6K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-67.7K- 43.67% |
$1.97M - $2.02M
|
87.4K
$2.64M
|