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 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
12.9K+ 163.83% |
$377K - $385K
|
20.8K
$625K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$372K - $380K
|
12.8K
$383K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$355K - $363K
|
12.2K
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.9K+ 2.7% |
$348K - $356K
|
454K
$13.6M
|
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
11.7K+ 84.02% |
$342K - $350K
|
25.7K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 12.69% |
$327K - $334K
|
99.7K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.7KNew |
$311K - $318K
|
10.7K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
10.6KNew |
$309K - $316K
|
10.6K
$318K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
10.6K+ 9.22% |
$307K - $314K
|
125K
$3.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 40.62% |
$297K - $304K
|
35.3K
$1.06M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9.7KNew |
$283K - $289K
|
9.7K
$291K
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
9.32K+ 9.36% |
$272K - $278K
|
109K
$3.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
9.26K+ 2.35% |
$270K - $276K
|
403K
$12.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.09K+ 6.49% |
$265K - $271K
|
149K
$4.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.05KNew |
$264K - $270K
|
9.05K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
8.9K+ 49.16% |
$259K - $265K
|
27K
$810K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.66K+ 1732.6% |
$252K - $258K
|
9.16K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
8.62KNew |
$251K - $257K
|
8.62K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.39KNew |
$244K - $250K
|
8.39K
$252K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.29K+ 17.48% |
$242K - $247K
|
55.7K
$1.67M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.13KNew |
$237K - $242K
|
8.13K
$244K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8.07KNew |
$235K - $240K
|
8.07K
$242K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
7.71KNew |
$225K - $230K
|
7.71K
$231K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
7.59K+ 4.24% |
$221K - $226K
|
187K
$5.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.49KNew |
$218K - $223K
|
7.49K
$225K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
7.42K+ 1.58% |
$216K - $221K
|
477K
$14.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.34KNew |
$214K - $218K
|
7.34K
$220K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.28KNew |
$212K - $217K
|
7.28K
$218K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
6.77K+ 96.77% |
$197K - $202K
|
13.8K
$413K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
6.74K+ 8.36% |
$196K - $201K
|
87.3K
$2.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
6.63KNew |
$193K - $197K
|
6.63K
$199K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
6.44K+ 41.15% |
$188K - $192K
|
22.1K
$663K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
6.44K+ 3.15% |
$188K - $192K
|
211K
$6.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
6.13KNew |
$179K - $183K
|
6.13K
$184K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.11K+ 29.83% |
$178K - $182K
|
26.6K
$797K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
5.81K+ 1.43% |
$169K - $173K
|
412K
$12.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.79K+ 3.85% |
$169K - $172K
|
156K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.59K+ 6.98% |
$163K - $167K
|
85.7K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.38K+ 117.53% |
$157K - $160K
|
9.97K
$299K
|
|
|
Jan 17, 2024
Q4 2023
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
5.36K+ 1.23% |
$156K - $160K
|
440K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.22K+ 5.56% |
$152K - $156K
|
99.2K
$2.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.91K+ 3.34% |
$143K - $146K
|
152K
$4.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.91K+ 3.34% |
$143K - $146K
|
152K
$4.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.74K+ 24.67% |
$138K - $141K
|
23.9K
$718K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.73K+ 7.42% |
$138K - $141K
|
68.4K
$2.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.62KNew |
$135K - $138K
|
4.62K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.46KNew |
$130K - $133K
|
4.46K
$134K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.15KNew |
$121K - $124K
|
4.15K
$125K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.81K+ 11.75% |
$111K - $114K
|
36.3K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.67K+ 178.54% |
$107K - $109K
|
5.72K
$172K
|