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 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.4K+ 17.19% |
$334K - $337K
|
77.8K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
11.4K+ 13.21% |
$334K - $337K
|
97.8K
$2.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
11.4KNew |
$333K - $336K
|
11.4K
$340K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
11K+ 4.45% |
$322K - $325K
|
258K
$7.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8K+ 3.09% |
$316K - $319K
|
361K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
10.5K+ 20.08% |
$308K - $311K
|
63K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
9.85K+ 6.41% |
$288K - $291K
|
163K
$4.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.66K+ 43.08% |
$283K - $285K
|
32.1K
$959K
|
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
9.29K+ 3.87% |
$272K - $274K
|
249K
$7.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
8.84K+ 1.78% |
$259K - $261K
|
506K
$15.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
8.77K+ 61.69% |
$257K - $259K
|
23K
$688K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
8.72K+ 5.96% |
$255K - $257K
|
155K
$4.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8.5K+ 9.25% |
$249K - $251K
|
100K
$3M
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.87K+ 105.2% |
$230K - $232K
|
15.3K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.74K+ 9.7% |
$226K - $228K
|
87.5K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.71K+ 9.5% |
$226K - $228K
|
88.9K
$2.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
7.62KNew |
$223K - $225K
|
7.62K
$228K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
7.26K+ 3.6% |
$212K - $214K
|
209K
$6.24M
|
|
|
Feb 14, 2024
Q3 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
7.13KNew |
$208K - $210K
|
7.13K
$213K
|
|
|
Oct 05, 2023
Q3 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
6.99KNew |
$205K - $206K
|
6.99K
$209K
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.98K+ 17.48% |
$204K - $206K
|
46.9K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
6.94KNew |
$203K - $205K
|
6.94K
$208K
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.8K+ 31.95% |
$199K - $201K
|
28.1K
$840K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.73K+ 2.74% |
$197K - $199K
|
252K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
6.34K+ 2.33% |
$185K - $187K
|
278K
$8.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
5.66K+ 2.7% |
$166K - $167K
|
216K
$6.45M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
5.41K+ 24.25% |
$158K - $160K
|
27.7K
$830K
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
5.26K+ 2.1% |
$154K - $155K
|
256K
$7.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.01KNew |
$147K - $148K
|
5.01K
$150K
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5K+ 4.91% |
$146K - $147K
|
107K
$3.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.99K+ 1.12% |
$146K - $147K
|
450K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.29K+ 1.65% |
$125K - $127K
|
264K
$7.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
4.01K+ 2.29% |
$117K - $118K
|
179K
$5.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.98K+ 1.84% |
$116K - $117K
|
220K
$6.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.92K+ 5.56% |
$115K - $116K
|
74.4K
$2.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
3.55K+ 0.82% |
$104K - $105K
|
434K
$13M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
3.41K+ 1.05% |
$99.7K - $101K
|
330K
$9.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 30.23% |
$97.8K - $98.6K
|
14.4K
$431K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.33K+ 3.79% |
$97.4K - $98.2K
|
91.1K
$2.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
3.27K+ 46642.86% |
$95.5K - $96.3K
|
3.27K
$97.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.24K+ 35.99% |
$94.7K - $95.4K
|
12.2K
$366K
|
|
|
Jan 30, 2024
Q3 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.17K+ 4.19% |
$92.8K - $93.5K
|
78.8K
$2.36M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.07K+ 9.81% |
$89.9K - $90.6K
|
34.4K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.97K+ 3.07% |
$86.8K - $87.5K
|
99.6K
$2.98M
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.8K+ 12.26% |
$81.8K - $82.5K
|
25.6K
$767K
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.74K+ 2.47% |
$80.2K - $80.8K
|
114K
$3.41M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.74K+ 3.78% |
$80K - $80.7K
|
75K
$2.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
2.62K+ 8.52% |
$76.5K - $77.2K
|
33.3K
$997K
|
|
|
Oct 20, 2023
Q3 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.26K+ 32.72% |
$66K - $66.6K
|
9.15K
$274K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.1K+ 16.76% |
$61.5K - $62K
|
14.6K
$438K
|