Purchases and Sales Made in Q4 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.74M+ 3094.55% |
$226M - $231M
|
7.99M
$239M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.19M+ 15.1% |
$92.8M - $94.9M
|
24.3M
$727M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6M+ 321.9% |
$46.6M - $47.6M
|
2.09M
$62.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
667KNew |
$19.4M - $19.9M
|
667K
$20M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
550K+ 372.15% |
$16M - $16.4M
|
697K
$20.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
542K+ 11.89% |
$15.8M - $16.1M
|
5.1M
$152M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
467KNew |
$13.6M - $13.9M
|
467K
$14M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
464K+ 91.59% |
$13.5M - $13.8M
|
970K
$29M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
347K+ 7.13% |
$10.1M - $10.3M
|
5.21M
$156M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
299K+ 5.4% |
$8.72M - $8.91M
|
5.84M
$175M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
295K+ 5.54% |
$8.59M - $8.78M
|
5.62M
$168M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
281K+ 14.8% |
$8.18M - $8.35M
|
2.18M
$65.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
278KNew |
$8.11M - $8.29M
|
278K
$8.33M
|
|
|
Apr 09, 2024
Q4 2023
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
271KNew |
$7.91M - $8.08M
|
271K
$8.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
257KNew |
$7.48M - $7.64M
|
257K
$7.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
252K+ 100.84% |
$7.35M - $7.51M
|
502K
$15M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
242K+ 67708.66% |
$7.06M - $7.22M
|
243K
$7.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia
|
BUY
|
- |
233K+ 28.83% |
$6.79M - $6.94M
|
1.04M
$31.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
227KNew |
$6.61M - $6.75M
|
227K
$6.79M
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
224KNew |
$6.51M - $6.66M
|
224K
$6.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
224KNew |
$6.51M - $6.66M
|
224K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
190KNew |
$5.53M - $5.66M
|
190K
$5.68M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
172KNew |
$5.02M - $5.13M
|
172K
$5.15M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
150K+ 20.97% |
$4.36M - $4.46M
|
863K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
148K+ 5.97% |
$4.3M - $4.39M
|
2.62M
$78.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
141K+ 58.49% |
$4.12M - $4.21M
|
383K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
136KNew |
$3.95M - $4.04M
|
136K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
123K+ 1569.69% |
$3.57M - $3.65M
|
130K
$3.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
119KNew |
$3.46M - $3.53M
|
119K
$3.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
118K+ 24.33% |
$3.44M - $3.52M
|
604K
$18.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Systelligence, LLC
|
BUY
|
- |
112K+ 73.23% |
$3.27M - $3.35M
|
266K
$7.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
108KNew |
$3.16M - $3.23M
|
108K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
103KNew |
$3M - $3.07M
|
103K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
98K+ 101.35% |
$2.86M - $2.92M
|
195K
$5.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
77.5K+ 4.75% |
$2.26M - $2.31M
|
1.71M
$51.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
72.1K+ 28.49% |
$2.1M - $2.15M
|
325K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
72K+ 7.62% |
$2.1M - $2.14M
|
1.02M
$30.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
63.4K+ 118.91% |
$1.85M - $1.89M
|
117K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
62.5KNew |
$1.82M - $1.86M
|
62.5K
$1.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
61K+ 14.3% |
$1.78M - $1.82M
|
488K
$14.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
55.8KNew |
$1.63M - $1.66M
|
55.8K
$1.67M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
53.3KNew |
$1.55M - $1.59M
|
53.3K
$1.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
52.1K+ 11.33% |
$1.52M - $1.55M
|
512K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
51.8KNew |
$1.51M - $1.54M
|
51.8K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
51.2KNew |
$1.49M - $1.53M
|
51.2K
$1.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
49.2KNew |
$1.43M - $1.46M
|
49.2K
$1.47M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
46.8KNew |
$1.36M - $1.39M
|
46.8K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
45.7KNew |
$1.33M - $1.36M
|
45.7K
$1.37M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
45.2K+ 49.32% |
$1.32M - $1.35M
|
137K
$4.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
44.8K+ 9.28% |
$1.31M - $1.33M
|
528K
$15.8M
|