Purchases and Sales Made in Q2 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
10.2M+ 27280.94% |
$299M - $306M
|
10.2M
$304M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
3MNew |
$88.2M - $90.2M
|
3M
$89.4M
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
2.69MNew |
$79.3M - $81.1M
|
2.69M
$80.4M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
2.59M+ 184.03% |
$76.2M - $77.9M
|
3.99M
$119M
|
|
Aug 15, 2022
Q2 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.49MNew |
$73.4M - $75M
|
2.49M
$74.4M
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.15MNew |
$63.4M - $64.9M
|
2.15M
$64.3M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.06M+ 93.44% |
$60.7M - $62.1M
|
4.27M
$127M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.59M+ 9171.75% |
$46.7M - $47.7M
|
1.6M
$47.8M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.37M+ 72.71% |
$40.4M - $41.3M
|
3.26M
$97.3M
|
|
Jul 29, 2022
Q2 2022
|
Astor Investment Management LLC
|
BUY
|
- |
1.32MNew |
$39M - $39.9M
|
1.32M
$39.5M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
866K+ 36.18% |
$25.5M - $26.1M
|
3.26M
$97.3M
|
|
Aug 15, 2022
Q2 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
746KNew |
$22M - $22.5M
|
746K
$22.3M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
742K+ 70.73% |
$21.9M - $22.3M
|
1.79M
$53.5M
|
|
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
699K+ 98.2% |
$20.6M - $21M
|
1.41M
$42.1M
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
674KNew |
$19.9M - $20.3M
|
674K
$20.1M
|
|
Jul 29, 2022
Q2 2022
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
640KNew |
$18.8M - $19.3M
|
640K
$19.1M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
547K+ 211.9% |
$16.1M - $16.5M
|
805K
$24M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
539K+ 11.98% |
$15.9M - $16.2M
|
5.04M
$150M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
414KNew |
$12.2M - $12.5M
|
414K
$12.4M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
406K+ 37.34% |
$11.9M - $12.2M
|
1.49M
$44.5M
|
|
Aug 04, 2022
Q2 2022
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
393K+ 1820.06% |
$11.6M - $11.8M
|
414K
$12.4M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
387K+ 35.16% |
$11.4M - $11.7M
|
1.49M
$44.4M
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
329KNew |
$9.7M - $9.91M
|
329K
$9.83M
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
319KNew |
$9.38M - $9.59M
|
319K
$9.51M
|
|
Jul 12, 2022
Q2 2022
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
305KNew |
$8.98M - $9.18M
|
305K
$9.1M
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
270K+ 1011.96% |
$7.94M - $8.12M
|
296K
$8.84M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
257KNew |
$7.56M - $7.73M
|
257K
$7.67M
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
256K+ 131.11% |
$7.55M - $7.72M
|
452K
$13.5M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
248KNew |
$7.31M - $7.48M
|
248K
$7.41M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
237K+ 33.24% |
$6.99M - $7.14M
|
951K
$28.4M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
235K+ 14.31% |
$6.93M - $7.09M
|
1.88M
$56.1M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
224K+ 161.31% |
$6.61M - $6.76M
|
363K
$10.8M
|
|
Jul 27, 2022
Q2 2022
|
Marion Wealth Management
|
BUY
|
- |
223K+ 67.36% |
$6.57M - $6.71M
|
554K
$16.5M
|
|
Aug 08, 2022
Q2 2022
|
Hilton Capital Management, LLC
|
BUY
|
- |
223KNew |
$6.56M - $6.71M
|
223K
$6.65M
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
215K+ 2872.99% |
$6.33M - $6.47M
|
222K
$6.64M
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
210KNew |
$6.19M - $6.33M
|
210K
$6.27M
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
201K+ 2549.39% |
$5.92M - $6.06M
|
209K
$6.24M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
173KNew |
$5.09M - $5.2M
|
173K
$5.15M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
172K+ 31.56% |
$5.07M - $5.18M
|
717K
$21.4M
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
168KNew |
$4.96M - $5.07M
|
168K
$5.02M
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
168K+ 86.96% |
$4.95M - $5.06M
|
361K
$10.8M
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
166K+ 34.63% |
$4.89M - $5M
|
645K
$19.3M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
159K+ 677.96% |
$4.69M - $4.8M
|
183K
$5.46M
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
146K+ 18.54% |
$4.31M - $4.41M
|
935K
$27.9M
|
|
Jul 11, 2022
Q2 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
137K+ 40.4% |
$4.04M - $4.13M
|
477K
$14.2M
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
135KNew |
$3.97M - $4.06M
|
135K
$4.03M
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
132K+ 9.4% |
$3.88M - $3.97M
|
1.53M
$45.8M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
132K+ 1124.09% |
$3.87M - $3.96M
|
143K
$4.28M
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
BUY
|
- |
131K+ 36.04% |
$3.85M - $3.94M
|
494K
$14.7M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
119K+ 1755.68% |
$3.51M - $3.59M
|
126K
$3.76M
|