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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
59.2K+ 7.56% |
$1.73M - $1.75M
|
842K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
58.6KNew |
$1.72M - $1.73M
|
58.6K
$1.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
57.2K+ 68.92% |
$1.67M - $1.69M
|
140K
$4.19M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
53.6KNew |
$1.57M - $1.58M
|
53.6K
$1.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Fortune 45 LLC
|
BUY
|
- |
50.9K+ 249.09% |
$1.49M - $1.5M
|
71.3K
$2.13M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46.9K+ 35.65% |
$1.37M - $1.38M
|
178K
$5.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.4K+ 2.86% |
$1.33M - $1.34M
|
1.63M
$48.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
42.4K+ 5.1% |
$1.24M - $1.25M
|
873K
$26.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.4KNew |
$1.21M - $1.22M
|
41.4K
$1.24M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
40.5K+ 80.75% |
$1.19M - $1.2M
|
90.7K
$2.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
39.1K+ 10.09% |
$1.14M - $1.15M
|
427K
$12.8M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
38.6K+ 78.91% |
$1.13M - $1.14M
|
87.5K
$2.62M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
36.5K+ 5.39% |
$1.07M - $1.08M
|
714K
$21.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
32.8KNew |
$960K - $968K
|
32.8K
$982K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
32.3K+ 85.21% |
$946K - $954K
|
70.3K
$2.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
32.3K+ 52.26% |
$944K - $952K
|
94K
$2.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
32.1K+ 2.64% |
$940K - $948K
|
1.25M
$37.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
31.4K+ 22.96% |
$919K - $926K
|
168K
$5.03M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
29.6K+ 1.21% |
$866K - $873K
|
2.47M
$73.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.2K+ 3.45% |
$824K - $831K
|
845K
$25.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
27.2K+ 102.21% |
$795K - $802K
|
53.8K
$1.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
27.1K+ 282.26% |
$793K - $800K
|
36.7K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.5KNew |
$777K - $783K
|
26.5K
$794K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
26K+ 18.54% |
$762K - $768K
|
167K
$4.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25.9K+ 15.51% |
$759K - $765K
|
193K
$5.78M
|
|
|
Nov 14, 2023
Q3 2023
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
25.7K+ 50.76% |
$752K - $758K
|
76.3K
$2.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
24.1K+ 7.93% |
$706K - $712K
|
328K
$9.83M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
23.8K+ 65.13% |
$696K - $702K
|
60.3K
$1.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
23.5K+ 156.55% |
$687K - $693K
|
38.5K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
23.4K+ 25.07% |
$683K - $689K
|
117K
$3.49M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$602K - $607K
|
20.6K
$615K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.5KNew |
$599K - $604K
|
20.5K
$612K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
20.4KNew |
$596K - $601K
|
20.4K
$609K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
20KNew |
$585K - $590K
|
20K
$598K
|
|
|
Feb 15, 2024
Q3 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
19.4KNew |
$569K - $574K
|
19.4K
$582K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
19.2KNew |
$563K - $567K
|
19.2K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
18.7KNew |
$546K - $551K
|
18.7K
$558K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
18.4K+ 63.35% |
$538K - $543K
|
47.5K
$1.42M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
18.2KNew |
$533K - $537K
|
18.2K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
16.9KNew |
$495K - $499K
|
16.9K
$506K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.9KNew |
$494K - $498K
|
16.9K
$505K
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
14.4K+ 93.58% |
$421K - $425K
|
29.8K
$891K
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1KNew |
$412K - $416K
|
14.1K
$422K
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
14KNew |
$410K - $413K
|
14K
$419K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
13.1K+ 3.06% |
$384K - $387K
|
442K
$13.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
12.9KNew |
$376K - $379K
|
12.9K
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
12.6K+ 12.38% |
$369K - $372K
|
114K
$3.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.8K+ 0.86% |
$346K - $349K
|
1.39M
$41.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.8K+ 3.53% |
$346K - $349K
|
347K
$10.4M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11.6K+ 13.41% |
$340K - $342K
|
98.2K
$2.94M
|