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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
2.08K+ 6.1% |
$60.7K - $61.2K
|
36.1K
$1.08M
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
BUY
|
- |
1.98K+ 1.39% |
$57.9K - $58.4K
|
144K
$4.32M
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.98K+ 8.85% |
$57.8K - $58.3K
|
24.3K
$726K
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.89K+ 8.48% |
$55.3K - $55.8K
|
24.2K
$723K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
1.88K+ 6.39% |
$55K - $55.5K
|
31.3K
$937K
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.87K+ 1.73% |
$54.7K - $55.2K
|
110K
$3.28M
|
|
Aug 13, 2024
Q3 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.68K+ 7.86% |
$49.1K - $49.5K
|
23K
$689K
|
|
Oct 13, 2023
Q3 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.66K+ 0.82% |
$48.6K - $49K
|
205K
$6.14M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.66K+ 1.09% |
$48.5K - $48.9K
|
153K
$4.59M
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.64K+ 0.26% |
$48K - $48.4K
|
644K
$19.3M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 1.72% |
$47.2K - $47.6K
|
95.6K
$2.86M
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.61K+ 11.89% |
$47.1K - $47.5K
|
15.2K
$453K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.59K+ 1.17% |
$46.6K - $47K
|
138K
$4.12M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.58K+ 6.71% |
$46.2K - $46.6K
|
25.1K
$751K
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
1.53K+ 10.84% |
$44.8K - $45.2K
|
15.7K
$468K
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
1.35K+ 0.33% |
$39.6K - $39.9K
|
406K
$12.1M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.35K+ 11.98% |
$39.4K - $39.7K
|
12.6K
$376K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.28K+ 0.82% |
$37.3K - $37.6K
|
157K
$4.69M
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
1.26K+ 18.46% |
$36.9K - $37.2K
|
8.08K
$242K
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.21KNew |
$35.4K - $35.7K
|
1.21K
$36.2K
|
|
Dec 13, 2024
Q3 2023
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.17K+ 2.67% |
$34.1K - $34.4K
|
44.8K
$1.34M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.11K+ 3.02% |
$32.5K - $32.7K
|
37.9K
$1.13M
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.09K+ 4.86% |
$31.9K - $32.2K
|
23.5K
$704K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.08KNew |
$31.6K - $31.9K
|
1.08K
$32.3K
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.07K+ 8.64% |
$31.4K - $31.7K
|
13.5K
$404K
|
|
Dec 07, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.03K+ 1198.84% |
$30.2K - $30.4K
|
1.12K
$33.4K
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 11.52% |
$29.8K - $30K
|
9.84K
$294K
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
983+ 2.3% |
$28.8K - $29K
|
43.8K
$1.31M
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
983New |
$28.8K - $29K
|
983
$29.4K
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
982+ 1.59% |
$28.7K - $29K
|
62.7K
$1.87M
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
958+ 100.31% |
$28K - $28.3K
|
1.91K
$57.2K
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
850New |
$24.9K - $25.1K
|
850
$25.4K
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
815+ 6.18% |
$23.8K - $24K
|
14K
$419K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
792+ 6.12% |
$23.2K - $23.4K
|
13.7K
$411K
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
746+ 27.84% |
$21.8K - $22K
|
3.43K
$103K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
732+ 145.53% |
$21.4K - $21.6K
|
1.24K
$37K
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
BUY
|
- |
647+ 3.0% |
$18.9K - $19.1K
|
22.2K
$664K
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
602+ 5.02% |
$17.6K - $17.8K
|
12.6K
$377K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
591+ 1.74% |
$17.3K - $17.4K
|
34.6K
$1.04M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
569+ 0.94% |
$16.6K - $16.8K
|
60.9K
$1.82M
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
525+ 5.85% |
$15.4K - $15.5K
|
9.49K
$284K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
516New |
$15.1K - $15.2K
|
516
$15.4K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
513+ 5.48% |
$15K - $15.1K
|
9.88K
$295K
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
500New |
$14.6K - $14.8K
|
500
$15K
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
467New |
$13.7K - $13.8K
|
467
$14K
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
BUY
|
- |
463+ 1.31% |
$13.5K - $13.7K
|
35.8K
$1.07M
|
|
Oct 25, 2023
Q3 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
410+ 0.3% |
$12K - $12.1K
|
138K
$4.13M
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
396+ 23.87% |
$11.6K - $11.7K
|
2.06K
$61.5K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
390+ 45.61% |
$11.4K - $11.5K
|
1.25K
$37.3K
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
377+ 4.61% |
$11K - $11.1K
|
8.56K
$256K
|