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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
3.66K+ 28.08% |
$107K - $109K
|
16.7K
$500K
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
3.47K+ 1.57% |
$101K - $103K
|
224K
$6.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.33K+ 10.39% |
$97K - $99.2K
|
35.4K
$1.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
3.04KNew |
$88.7K - $90.6K
|
3.04K
$91K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.01K+ 6.42% |
$87.8K - $89.7K
|
49.9K
$1.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3K+ 20.52% |
$87.5K - $89.4K
|
17.6K
$528K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.97K+ 3.26% |
$86.6K - $88.5K
|
94K
$2.81M
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
2.96K+ 12.85% |
$86.3K - $88.2K
|
26K
$778K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
2.9KNew |
$84.4K - $86.2K
|
2.9K
$86.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
2.77K+ 32.92% |
$80.7K - $82.5K
|
11.2K
$335K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.66K+ 23.38% |
$77.5K - $79.2K
|
14K
$420K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.64K+ 522.38% |
$76.9K - $78.6K
|
3.14K
$94K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.5K+ 2.7% |
$72.9K - $74.5K
|
95.2K
$2.85M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.42K+ 6.67% |
$70.6K - $72.2K
|
38.8K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
2.22K+ 0.6% |
$64.7K - $66.1K
|
373K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
2.16K+ 2.74% |
$62.8K - $64.2K
|
80.9K
$2.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
2.08K+ 1.35% |
$60.5K - $61.8K
|
155K
$4.65M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2KNew |
$58.3K - $59.6K
|
2K
$59.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$55.1K - $56.3K
|
1.89K
$56.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.87K+ 22.5% |
$54.5K - $55.7K
|
10.2K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.86K+ 0.61% |
$54.1K - $55.3K
|
306K
$9.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.83K+ 2.43% |
$53.2K - $54.3K
|
76.8K
$2.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.78KNew |
$51.9K - $53.1K
|
1.78K
$53.3K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$50.3K - $51.4K
|
1.73K
$51.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.73K+ 7.14% |
$50.3K - $51.4K
|
25.9K
$775K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.69K+ 0.58% |
$49.2K - $50.3K
|
295K
$8.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.65K+ 6.8% |
$48.1K - $49.1K
|
25.9K
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.59K+ 14.41% |
$46.3K - $47.3K
|
12.6K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.58K+ 463.82% |
$46K - $47K
|
1.92K
$57.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.39KNew |
$40.5K - $41.4K
|
1.39K
$41.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.38KNew |
$40.1K - $40.9K
|
1.38K
$41.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.38K+ 0.68% |
$40.1K - $40.9K
|
205K
$6.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.35K+ 9.99% |
$39.3K - $40.2K
|
14.9K
$445K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
1.35K+ 1.52% |
$39.3K - $40.1K
|
89.7K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.25K+ 3.2% |
$36.4K - $37.2K
|
40.4K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.22K+ 1.41% |
$35.4K - $36.2K
|
87.3K
$2.61M
|
|
|
Jan 24, 2024
Q4 2023
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
1.21K+ 0.74% |
$35.3K - $36.1K
|
165K
$4.93M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.2K+ 775.48% |
$35K - $35.8K
|
1.36K
$40.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 9.74% |
$34.7K - $35.4K
|
13.4K
$401K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.14K+ 5.12% |
$33.2K - $34K
|
23.4K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 1628.57% |
$33.2K - $33.9K
|
1.21K
$36.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.1K+ 5.61% |
$32.1K - $32.8K
|
20.7K
$620K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1.08KNew |
$31.3K - $32K
|
1.08K
$32.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
975+ 69.64% |
$28.4K - $29K
|
2.38K
$71.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
971+ 9.87% |
$28.3K - $28.9K
|
10.8K
$324K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
938New |
$27.3K - $27.9K
|
938
$28.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
930+ 9.19% |
$27.1K - $27.7K
|
11.1K
$331K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
912New |
$26.6K - $27.2K
|
912
$27.3K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
894+ 3725.0% |
$26.1K - $26.6K
|
918
$27.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
892+ 10.72% |
$26K - $26.6K
|
9.21K
$276K
|