Purchases and Sales Made in Q1 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.94K- 25.16% |
$115K - $117K
|
11.7K
$352K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.15K- 4.04% |
$121K - $123K
|
98.6K
$2.96M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.21K- 10.99% |
$123K - $125K
|
34.1K
$1.02M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-4.43K- 1.93% |
$129K - $131K
|
225K
$6.76M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.49K- 0.11% |
$131K - $133K
|
4.1M
$123M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.63K- 34.0% |
$135K - $138K
|
8.99K
$270K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.71K- 6.51% |
$137K - $140K
|
67.6K
$2.03M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-4.78K- 7.79% |
$140K - $142K
|
56.5K
$1.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5K- 0.63% |
$146K - $149K
|
785K
$23.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-5K- 7.81% |
$146K - $149K
|
59K
$1.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.06K- 27.44% |
$148K - $150K
|
13.4K
$402K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.22K- 3.06% |
$152K - $155K
|
165K
$4.97M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.33K- 38.64% |
$156K - $158K
|
8.46K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-5.59K- 45.44% |
$163K - $166K
|
6.71K
$202K
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 44.16% |
$168K - $171K
|
7.27K
$219K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-5.92K- 11.9% |
$173K - $176K
|
43.8K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-6.04K- 4.09% |
$176K - $179K
|
142K
$4.26M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-6.17K- 47.01% |
$180K - $183K
|
6.95K
$209K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-6.23K- 1.27% |
$182K - $185K
|
485K
$14.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6.66K- 74.85% |
$194K - $198K
|
2.24K
$67.2K
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-6.75K- 4.26% |
$197K - $200K
|
152K
$4.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-6.99K- 6.78% |
$204K - $208K
|
96.2K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.2K- 7.68% |
$210K - $214K
|
86.5K
$2.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-7.21K- 4.55% |
$211K - $214K
|
151K
$4.55M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.21K- 4.55% |
$211K - $214K
|
151K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-7.27K- 2.19% |
$212K - $216K
|
325K
$9.77M
|
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.56KClosed |
$221K - $224K
|
0
$0
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-7.68K- 7.96% |
$224K - $228K
|
88.8K
$2.67M
|
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-7.7K- 22.38% |
$225K - $229K
|
26.7K
$803K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.82K- 6.91% |
$228K - $232K
|
105K
$3.17M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.82K- 6.91% |
$228K - $232K
|
105K
$3.17M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.14K- 3.57% |
$238K - $242K
|
220K
$6.61M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-9.03K- 4.23% |
$264K - $268K
|
205K
$6.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-9.21K- 9.8% |
$269K - $274K
|
84.8K
$2.55M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-9.28K- 99.68% |
$271K - $276K
|
30
$902
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.89K- 8.14% |
$289K - $294K
|
112K
$3.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-10.5K- 6.46% |
$308K - $313K
|
153K
$4.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-10.6K- 9.18% |
$310K - $315K
|
105K
$3.16M
|
|
|
Apr 27, 2023
Q1 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-10.9K- 8.25% |
$317K - $322K
|
121K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-10.9K- 41.25% |
$317K - $322K
|
15.5K
$465K
|
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
SELL
|
- |
-11K- 33.23% |
$321K - $326K
|
22.1K
$663K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-11.3K- 36.72% |
$330K - $335K
|
19.5K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-11.3K- 5.36% |
$330K - $336K
|
200K
$6M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-11.7K- 3.51% |
$341K - $347K
|
321K
$9.66M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-11.9K- 5.49% |
$348K - $354K
|
206K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 6.59% |
$350K - $356K
|
170K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.1K- 3.3% |
$352K - $358K
|
353K
$10.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-12.4K- 20.44% |
$363K - $369K
|
48.3K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-12.5K- 3.8% |
$365K - $372K
|
316K
$9.51M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-13.2K- 5.0% |
$386K - $393K
|
252K
$7.56M
|