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 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.43K- 13.61% |
$71K - $71.6K
|
15.4K
$461K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.45K- 1.6% |
$71.7K - $72.3K
|
151K
$4.52M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-2.61K- 32.01% |
$76.5K - $77.1K
|
5.55K
$166K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.73K- 3.02% |
$79.9K - $80.6K
|
87.6K
$2.62M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.77K- 4.97% |
$81.1K - $81.7K
|
53K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.79K- 4.35% |
$81.5K - $82.2K
|
61.3K
$1.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-2.8K- 2.7% |
$81.9K - $82.5K
|
101K
$3.02M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-2.98K- 17.79% |
$87.1K - $87.8K
|
13.8K
$412K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.99K- 15.87% |
$87.4K - $88.1K
|
15.8K
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.09K- 11.73% |
$90.5K - $91.3K
|
23.3K
$697K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.2K- 15.0% |
$93.5K - $94.3K
|
18.1K
$542K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.2K- 26.98% |
$93.5K - $94.3K
|
8.65K
$259K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.34K- 9.33% |
$97.8K - $98.6K
|
32.5K
$971K
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-3.35K- 2.18% |
$98.1K - $98.9K
|
150K
$4.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-3.38K- 21.31% |
$98.9K - $99.7K
|
12.5K
$373K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 32.74% |
$102K - $103K
|
7.19K
$215K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.54K- 3.69% |
$104K - $105K
|
92.4K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.64K- 5.4% |
$106K - $107K
|
63.7K
$1.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-3.66K- 6.46% |
$107K - $108K
|
53K
$1.59M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-3.68K- 4.66% |
$108K - $108K
|
75.1K
$2.25M
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.69K- 1.78% |
$108K - $109K
|
204K
$6.11M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.71K- 1.01% |
$108K - $109K
|
364K
$10.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-3.81K- 31.42% |
$112K - $112K
|
8.32K
$249K
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-3.81K- 3.89% |
$112K - $112K
|
94.1K
$2.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-4K- 11.59% |
$117K - $118K
|
30.5K
$912K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.2K- 4.65% |
$123K - $124K
|
86.1K
$2.58M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.25K- 16.9% |
$124K - $125K
|
20.9K
$625K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-4.64K- 6.03% |
$136K - $137K
|
72.3K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-5.14K- 12.38% |
$150K - $151K
|
36.3K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.18K- 19.7% |
$152K - $153K
|
21.1K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.23K- 10.26% |
$153K - $154K
|
45.7K
$1.37M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5.3K- 4.17% |
$155K - $156K
|
122K
$3.65M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5.5K- 19.37% |
$161K - $162K
|
22.9K
$685K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-5.58K- 21.6% |
$163K - $165K
|
20.3K
$606K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-5.62K- 1.48% |
$164K - $166K
|
375K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.7K- 6.83% |
$167K - $168K
|
77.8K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-5.7K- 6.83% |
$167K - $168K
|
77.8K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-6.01K- 5.69% |
$176K - $177K
|
99.6K
$2.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-6.08K- 2.48% |
$178K - $179K
|
239K
$7.16M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.1K- 0.86% |
$179K - $180K
|
700K
$20.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.35K- 38.56% |
$186K - $187K
|
10.1K
$303K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
SELL
|
- |
-6.43K- 39.04% |
$188K - $190K
|
10K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.6K- 3.71% |
$193K - $195K
|
171K
$5.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-6.6K- 8.54% |
$193K - $195K
|
70.8K
$2.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Ade, LLC
|
SELL
|
- |
-6.93K- 4.78% |
$203K - $204K
|
138K
$4.13M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-7.07K- 7.88% |
$207K - $209K
|
82.7K
$2.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7.11K- 3.62% |
$208K - $210K
|
189K
$5.67M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.61K- 14.52% |
$223K - $225K
|
44.8K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.61K- 17.71% |
$223K - $225K
|
35.4K
$1.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-7.84K- 16.0% |
$229K - $231K
|
41.1K
$1.23M
|