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 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-340- 0.92% |
$9.95K - $10K
|
36.6K
$1.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-348- 0.01% |
$10.2K - $10.3K
|
5.32M
$159M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-350- 1.31% |
$10.2K - $10.3K
|
26.4K
$789K
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-375- 2.67% |
$11K - $11.1K
|
13.7K
$410K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-417- 33.93% |
$12.2K - $12.3K
|
812
$24.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-419- 42.97% |
$12.3K - $12.4K
|
556
$16.6K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-424- 0.29% |
$12.4K - $12.5K
|
147K
$4.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-424- 0.29% |
$12.4K - $12.5K
|
147K
$4.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-450- 37.5% |
$13.2K - $13.3K
|
750
$22.4K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-456- 3.16% |
$13.3K - $13.5K
|
14K
$418K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-503- 5.8% |
$14.7K - $14.8K
|
8.17K
$244K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-518- 78.37% |
$15.2K - $15.3K
|
143
$4.28K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-600- 5.31% |
$17.6K - $17.7K
|
10.7K
$320K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-616- 6.19% |
$18K - $18.2K
|
9.33K
$279K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-750- 4.16% |
$21.9K - $22.1K
|
17.3K
$517K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-800- 42.22% |
$23.4K - $23.6K
|
1.1K
$32.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-801- 0.67% |
$23.4K - $23.6K
|
118K
$3.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-903- 5.33% |
$26.4K - $26.6K
|
16K
$480K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-905- 35.7% |
$26.5K - $26.7K
|
1.63K
$48.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-920- 2.3% |
$26.9K - $27.1K
|
39.1K
$1.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-948- 97.73% |
$27.7K - $28K
|
22
$658
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.07K- 3.75% |
$31.4K - $31.7K
|
27.6K
$825K
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.15K- 5.78% |
$33.6K - $33.9K
|
18.8K
$561K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.2K- 60.0% |
$35.1K - $35.4K
|
800
$23.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.2K- 2.06% |
$35.1K - $35.4K
|
57.1K
$1.71M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.24K- 53.97% |
$36.2K - $36.5K
|
1.06K
$31.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.27K- 1.24% |
$37.2K - $37.5K
|
101K
$3.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.4K- 29.29% |
$41K - $41.3K
|
3.38K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.44K- 5.32% |
$42.2K - $42.6K
|
25.7K
$769K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.45K- 2.6% |
$42.3K - $42.7K
|
54.3K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.47K- 1.99% |
$43.1K - $43.4K
|
72.3K
$2.16M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-1.5K- 7.89% |
$43.9K - $44.3K
|
17.5K
$524K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-1.5K- 2.25% |
$43.9K - $44.3K
|
65.3K
$1.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-1.53K- 4.01% |
$44.7K - $45K
|
36.6K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.77K- 6.17% |
$51.8K - $52.2K
|
26.9K
$806K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.83K- 1.64% |
$53.7K - $54.1K
|
110K
$3.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.85K- 61.67% |
$54.1K - $54.6K
|
1.15K
$34.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.87K- 8.68% |
$54.6K - $55K
|
19.6K
$587K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.89K- 12.64% |
$55.2K - $55.6K
|
13K
$390K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.89K- 11.02% |
$55.4K - $55.8K
|
15.3K
$457K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.97K- 98.8% |
$57.6K - $58.1K
|
24
$718
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2K- 50.0% |
$58.5K - $59K
|
2K
$59.8K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.05K- 12.42% |
$60.1K - $60.6K
|
14.5K
$433K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-2.06K- 5.17% |
$60.1K - $60.6K
|
37.7K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.11K- 2.34% |
$61.8K - $62.3K
|
88.4K
$2.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.12K- 11.54% |
$62K - $62.5K
|
16.3K
$486K
|
|
|
Nov 16, 2023
Q3 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.17K- 2.82% |
$63.4K - $63.9K
|
74.6K
$2.23M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.2K- 14.0% |
$64.4K - $64.9K
|
13.5K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-2.27K- 15.85% |
$66.3K - $66.8K
|
12K
$360K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.31K- 15.78% |
$67.5K - $68.1K
|
12.3K
$368K
|