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 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
44.8K+ 9.28% |
$1.31M - $1.33M
|
528K
$15.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
43.1K+ 2.74% |
$1.26M - $1.28M
|
1.62M
$48.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43K+ 14.69% |
$1.25M - $1.28M
|
336K
$10.1M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
41.4K+ 4.49% |
$1.21M - $1.23M
|
964K
$29M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
41.3K+ 129.0% |
$1.2M - $1.23M
|
73.4K
$2.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
40.8K+ 6.98% |
$1.19M - $1.21M
|
625K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39K+ 40.76% |
$1.14M - $1.16M
|
135K
$4.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
38.6K+ 114.31% |
$1.12M - $1.15M
|
72.3K
$2.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
38.2KNew |
$1.11M - $1.14M
|
38.2K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
34.8KNew |
$1.01M - $1.04M
|
34.8K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
34.7K+ 7.87% |
$1.01M - $1.03M
|
475K
$14.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34.5KNew |
$1M - $1.03M
|
34.5K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
34.4K+ 6.52% |
$1M - $1.03M
|
562K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
34.3KNew |
$999K - $1.02M
|
34.3K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.8K+ 33.0% |
$956K - $977K
|
132K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Dodds Wealth, LLC
Greenwood Village, CO |
BUY
|
- |
32.4KNew |
$944K - $965K
|
32.4K
$973K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
32.3K+ 166.11% |
$941K - $962K
|
51.7K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
32.2K+ 7446.53% |
$937K - $958K
|
32.6K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
31K+ 10.9% |
$903K - $923K
|
316K
$9.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
30.1KNew |
$876K - $895K
|
30.1K
$903K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
28.7K+ 4.82% |
$836K - $855K
|
624K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
28KNew |
$815K - $833K
|
28K
$841K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.3K+ 7.57% |
$795K - $813K
|
388K
$11.7M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
27.3K+ 221.42% |
$795K - $812K
|
39.6K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
27.3K+ 25.72% |
$795K - $812K
|
133K
$4.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27K+ 38.46% |
$788K - $805K
|
97.3K
$2.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27K+ 3.3% |
$788K - $805K
|
846K
$25.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
26.2K+ 98.61% |
$763K - $780K
|
52.7K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
25.6KNew |
$746K - $763K
|
25.6K
$770K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
25.5KNew |
$744K - $761K
|
25.5K
$767K
|
|
|
Feb 13, 2024
Q4 2023
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
25KNew |
$727K - $743K
|
25K
$750K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
23.2KNew |
$676K - $691K
|
23.2K
$697K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$664K - $679K
|
22.8K
$685K
|
|
|
Feb 23, 2024
Q4 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
22.2K+ 3.44% |
$646K - $660K
|
667K
$20.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
BUY
|
- |
22K+ 118.0% |
$642K - $656K
|
40.7K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
21.6K+ 28.05% |
$629K - $643K
|
98.5K
$2.96M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
21K+ 10.11% |
$613K - $626K
|
229K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
20.3K+ 52.8% |
$592K - $605K
|
58.8K
$1.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20K+ 11.28% |
$583K - $595K
|
197K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
19.1KNew |
$557K - $569K
|
19.1K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
18.6K+ 23.96% |
$543K - $555K
|
96.5K
$2.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.1K+ 276.53% |
$527K - $538K
|
24.6K
$740K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
17.4K+ 47.49% |
$508K - $519K
|
54.2K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
17K+ 7.09% |
$495K - $505K
|
256K
$7.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.9K+ 6.4% |
$493K - $504K
|
281K
$8.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
15.7K+ 0.5% |
$457K - $467K
|
3.12M
$93.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
15.6K+ 815.37% |
$455K - $465K
|
17.5K
$526K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
15.1KNew |
$439K - $449K
|
15.1K
$453K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14.4KNew |
$420K - $429K
|
14.4K
$433K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
14.1KNew |
$410K - $419K
|
14.1K
$422K
|