Purchases and Sales Made in Q3 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.99M+ 23.29% |
$117M - $118M
|
21.1M
$630M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.42MNew |
$70.9M - $71.5M
|
2.42M
$72.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
848KNew |
$24.8M - $25M
|
848K
$25.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
452K+ 3.8% |
$13.2M - $13.3M
|
12.3M
$368M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
441KNew |
$12.9M - $13M
|
441K
$13.2M
|
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
394KNew |
$11.5M - $11.6M
|
394K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
391K+ 369.19% |
$11.4M - $11.5M
|
496K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
380KNew |
$11.1M - $11.2M
|
380K
$11.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
374K+ 8.95% |
$10.9M - $11M
|
4.55M
$136M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
355K+ 2706.82% |
$10.4M - $10.5M
|
368K
$11M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
321K+ 507.92% |
$9.4M - $9.48M
|
385K
$11.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
316K+ 137.24% |
$9.24M - $9.31M
|
546K
$16.3M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
277K+ 14.69% |
$8.11M - $8.18M
|
2.16M
$64.6M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
263K+ 118.18% |
$7.7M - $7.76M
|
486K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
253KNew |
$7.41M - $7.47M
|
253K
$7.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
246K+ 13.49% |
$7.21M - $7.27M
|
2.07M
$61.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
243KNew |
$7.12M - $7.18M
|
243K
$7.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
229KNew |
$6.71M - $6.76M
|
229K
$6.84M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$5.85M - $5.9M
|
200K
$5.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$5.85M - $5.9M
|
200K
$5.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
199K+ 53.25% |
$5.82M - $5.87M
|
572K
$17.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
191K+ 1523.44% |
$5.58M - $5.63M
|
203K
$6.07M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
189K+ 8.0% |
$5.53M - $5.57M
|
2.55M
$76.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Advocacy Wealth Management Services, LLC
|
BUY
|
- |
169K+ 5.0% |
$4.96M - $5M
|
3.56M
$106M
|
|
|
Oct 25, 2023
Q3 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
167K+ 25.68% |
$4.87M - $4.91M
|
815K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
156K+ 165.43% |
$4.56M - $4.6M
|
250K
$7.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
149K+ 5.02% |
$4.35M - $4.39M
|
3.11M
$92.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
149K+ 4.42% |
$4.35M - $4.39M
|
3.51M
$105M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
148KNew |
$4.32M - $4.36M
|
148K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
138K+ 57.61% |
$4.03M - $4.06M
|
377K
$11.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
136K+ 239.53% |
$3.99M - $4.02M
|
193K
$5.76M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
130K+ 13.28% |
$3.79M - $3.82M
|
1.11M
$33M
|
|
|
Oct 25, 2023
Q3 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
127K+ 24.6% |
$3.73M - $3.76M
|
645K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
107KNew |
$3.14M - $3.16M
|
107K
$3.2M
|
|
|
Nov 06, 2024
Q3 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
104K+ 12.64% |
$3.03M - $3.06M
|
923K
$27.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
103KNew |
$3.03M - $3.05M
|
103K
$3.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
103K+ 14.05% |
$3.01M - $3.03M
|
834K
$24.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Systelligence, LLC
|
BUY
|
- |
102K+ 196.07% |
$2.97M - $3M
|
153K
$4.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
98.3K+ 1194.26% |
$2.88M - $2.9M
|
107K
$3.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
93.3K+ 11.54% |
$2.73M - $2.75M
|
902K
$26.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
93.1K+ 2.71% |
$2.73M - $2.75M
|
3.52M
$105M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
92.8K+ 6.27% |
$2.72M - $2.74M
|
1.57M
$46.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
92.6K+ 12.93% |
$2.71M - $2.73M
|
809K
$24.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
87.8K+ 5.16% |
$2.57M - $2.59M
|
1.79M
$53.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
87.5K+ 17.61% |
$2.56M - $2.58M
|
584K
$17.4M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
70K+ 6.76% |
$2.05M - $2.07M
|
1.11M
$33M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
69.1K+ 139.17% |
$2.02M - $2.04M
|
119K
$3.54M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
66.2K+ 260.47% |
$1.94M - $1.95M
|
91.6K
$2.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
64.3K+ 198.76% |
$1.88M - $1.9M
|
96.7K
$2.89M
|
|
|
Feb 28, 2024
Q3 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
62.6K+ 27.56% |
$1.83M - $1.85M
|
290K
$8.65M
|