Purchases and Sales Made in Q2 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2024. 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 25, 2024
Q2 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
56.4KNew |
$1.67M - $1.68M
|
56.4K
$1.69M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
56.4KNew |
$1.66M - $1.67M
|
56.4K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
55.3K+ 16.37% |
$1.63M - $1.64M
|
393K
$11.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
53.8K+ 60.38% |
$1.59M - $1.6M
|
143K
$4.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
49.7K+ 3.98% |
$1.47M - $1.48M
|
1.3M
$38.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
47.6K+ 77.21% |
$1.41M - $1.41M
|
109K
$3.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
42.7K+ 48.92% |
$1.26M - $1.27M
|
130K
$3.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
42.1K+ 4.87% |
$1.24M - $1.25M
|
907K
$27.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
41.4K+ 7.57% |
$1.22M - $1.23M
|
589K
$17.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.7K+ 1.61% |
$1.08M - $1.09M
|
2.32M
$69.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
35.9K+ 4.67% |
$1.06M - $1.07M
|
804K
$24.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.8K+ 1.8% |
$1.06M - $1.06M
|
2.02M
$60.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
35.2K+ 2.44% |
$1.04M - $1.05M
|
1.48M
$44.3M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
34.8K+ 282.84% |
$1.03M - $1.03M
|
47.1K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
33.7KNew |
$994K - $1M
|
33.7K
$1.01M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
30.2K+ 122.26% |
$891K - $897K
|
54.9K
$1.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
29.5K+ 25.88% |
$871K - $876K
|
143K
$4.29M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
29.5K+ 60.0% |
$869K - $875K
|
78.6K
$2.35M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.9K+ 34.88% |
$854K - $860K
|
112K
$3.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28.4KNew |
$837K - $842K
|
28.4K
$848K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
28.2K+ 6.13% |
$832K - $837K
|
488K
$14.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.8K+ 0.69% |
$703K - $707K
|
3.46M
$104M
|
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
23.6K+ 41.98% |
$697K - $701K
|
79.9K
$2.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
23.5K+ 32.74% |
$692K - $697K
|
95.1K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22.3K+ 11.81% |
$659K - $663K
|
211K
$6.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Ma Private Wealth
|
BUY
|
- |
21.5KNew |
$633K - $637K
|
21.5K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.7K+ 4.1% |
$582K - $585K
|
501K
$15M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19.7K+ 6.35% |
$580K - $584K
|
329K
$9.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
19.5KNew |
$574K - $578K
|
19.5K
$582K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
19.4KNew |
$571K - $575K
|
19.4K
$579K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.9K+ 6.13% |
$557K - $560K
|
327K
$9.77M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
18.7K+ 12.94% |
$553K - $557K
|
164K
$4.89M
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
17.7K+ 15.24% |
$522K - $526K
|
134K
$4M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
17K+ 18.57% |
$501K - $504K
|
108K
$3.25M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
16.9K+ 86.66% |
$500K - $503K
|
36.5K
$1.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.5KNew |
$488K - $491K
|
16.5K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
16.4K+ 13.26% |
$485K - $488K
|
140K
$4.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
16.3K+ 4346.67% |
$481K - $484K
|
16.7K
$499K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
15.8K+ 14.74% |
$466K - $469K
|
123K
$3.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
15.6K+ 32.01% |
$459K - $462K
|
64.2K
$1.92M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15K+ 18.47% |
$442K - $445K
|
96.1K
$2.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.9KNew |
$440K - $443K
|
14.9K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
14.8K+ 39.13% |
$438K - $441K
|
52.7K
$1.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.6K+ 4.31% |
$430K - $432K
|
352K
$10.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
14.3K+ 5.01% |
$423K - $425K
|
300K
$8.98M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
13K+ 4.77% |
$383K - $385K
|
285K
$8.52M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
12.9K+ 11.64% |
$380K - $383K
|
124K
$3.7M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12.5K+ 25.79% |
$368K - $370K
|
60.8K
$1.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.4KNew |
$366K - $368K
|
12.4K
$371K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
12.4KNew |
$365K - $367K
|
12.4K
$370K
|