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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
109KNew |
$3.22M - $3.29M
|
109K
$3.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
100K+ 7.03% |
$2.96M - $3.03M
|
1.53M
$45.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
92.2K+ 26.05% |
$2.71M - $2.77M
|
446K
$13.3M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
91.6K+ 321.07% |
$2.7M - $2.76M
|
120K
$3.6M
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
89.7K+ 51.29% |
$2.64M - $2.7M
|
265K
$7.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
87.1K+ 115.71% |
$2.56M - $2.62M
|
162K
$4.86M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
83.9KNew |
$2.47M - $2.53M
|
83.9K
$2.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
83.2K+ 48.79% |
$2.45M - $2.51M
|
254K
$7.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.5K+ 2.41% |
$2.4M - $2.46M
|
3.47M
$104M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
81.5K+ 2.41% |
$2.4M - $2.46M
|
3.47M
$104M
|
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
80KNew |
$2.36M - $2.41M
|
80K
$2.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
79.6K+ 154.79% |
$2.34M - $2.4M
|
131K
$3.92M
|
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
73.5K+ 118.72% |
$2.17M - $2.21M
|
136K
$4.05M
|
|
|
Aug 01, 2022
Q2 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
72.8KNew |
$2.14M - $2.19M
|
72.8K
$2.18M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
63.8KNew |
$1.88M - $1.92M
|
63.8K
$1.91M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.2K+ 174.05% |
$1.8M - $1.84M
|
96.4K
$2.88M
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
60.3K+ 12.56% |
$1.78M - $1.82M
|
540K
$16.2M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
58.5KNew |
$1.72M - $1.76M
|
58.5K
$1.75M
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
55.8KNew |
$1.64M - $1.68M
|
55.8K
$1.67M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
53.5K+ 27.45% |
$1.58M - $1.61M
|
248K
$7.43M
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
51.9K+ 22.29% |
$1.53M - $1.56M
|
285K
$8.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
51.3K+ 19.75% |
$1.51M - $1.54M
|
311K
$9.3M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
49.3K+ 10.21% |
$1.45M - $1.48M
|
532K
$15.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
48.4KNew |
$1.43M - $1.46M
|
48.4K
$1.45M
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
47.5KNew |
$1.4M - $1.43M
|
47.5K
$1.42M
|
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
46.8KNew |
$1.38M - $1.41M
|
46.8K
$1.4M
|
|
|
Jul 12, 2022
Q2 2022
|
Money Design Co.,Ltd.
|
BUY
|
- |
44.8K+ 23.44% |
$1.32M - $1.35M
|
236K
$7.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
42.2KNew |
$1.24M - $1.27M
|
42.2K
$1.26M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
42K+ 598.53% |
$1.24M - $1.26M
|
49K
$1.47M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
41.2K+ 6.41% |
$1.21M - $1.24M
|
684K
$20.5M
|
|
|
Jul 19, 2022
Q2 2022
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
40.1KNew |
$1.18M - $1.21M
|
40.1K
$1.2M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
39.7K+ 18.71% |
$1.17M - $1.2M
|
252K
$7.54M
|
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
38.5KNew |
$1.13M - $1.16M
|
38.5K
$1.15M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
37.8K+ 824.41% |
$1.11M - $1.14M
|
42.4K
$1.27M
|
|
|
Aug 09, 2022
Q2 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
36.1KNew |
$1.06M - $1.09M
|
36.1K
$1.08M
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
BUY
|
- |
35.3KNew |
$1.04M - $1.06M
|
35.3K
$1.06M
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
33.3KNew |
$981K - $1M
|
33.3K
$997K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33.3K+ 98.18% |
$981K - $1M
|
67.2K
$2.01M
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
32.6KNew |
$960K - $981K
|
32.6K
$975K
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
31.9K+ 1781.98% |
$940K - $962K
|
33.7K
$1.01M
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
30.5K+ 15.61% |
$898K - $918K
|
226K
$6.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
30.4K+ 44.88% |
$895K - $915K
|
98.1K
$2.94M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.5K+ 11.82% |
$868K - $887K
|
279K
$8.34M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
27.9K+ 53.5% |
$820K - $839K
|
79.9K
$2.39M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
27.2KNew |
$802K - $820K
|
27.2K
$815K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27K+ 40.29% |
$796K - $814K
|
94.1K
$2.82M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.2K+ 39.29% |
$741K - $758K
|
89.2K
$2.67M
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
24.5K+ 31.15% |
$720K - $737K
|
103K
$3.08M
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
24.2KNew |
$713K - $729K
|
24.2K
$724K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
24.1KNew |
$711K - $727K
|
24.1K
$722K
|