Purchases and Sales Made in Q4 2023 in Spdr Portfolio Short Term Corp (SPSB)

SPSB Quotes by TradingView

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 08, 2024 Q4 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
855
+ 12.23%
$24.9K - $25.5K
7.85K $235K
Feb 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
840
New
$24.5K - $25K
840 $25.2K
Feb 06, 2024 Q4 2023
Avidian Wealth Solutions, LLC

BUY
 -
809
+ 6.44%
$23.6K - $24.1K
13.4K $401K
Feb 12, 2024 Q4 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
794
+ 145.69%
$23.1K - $23.6K
1.34K $40.2K
Jan 12, 2024 Q4 2023
Sweet Financial Partners, LLC

BUY
 -
781
+ 0.3%
$22.8K - $23.3K
259K $7.77M
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
729
New
$21.2K - $21.7K
729 $21.9K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
633
+ 0.09%
$18.4K - $18.9K
667K $20M
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

BUY
 -
536
+ 3.84%
$15.6K - $16K
14.5K $435K
Feb 09, 2024 Q4 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
510
+ 1.55%
$14.9K - $15.2K
33.3K $1M
Jan 12, 2024 Q4 2023
Westside Investment Management, Inc.

BUY
 -
500
+ 16.95%
$14.6K - $14.9K
3.45K $104K
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
398
+ 1.16%
$11.6K - $11.9K
34.8K $1.04M
Mar 04, 2024 Q4 2023
Richardson Financial Services Inc.

Medway, MA
BUY
 -
394
New
$11.5K - $11.7K
394 $11.8K
Jan 17, 2024 Q4 2023
Courier Capital LLC

BUY
 -
389
+ 0.15%
$11.3K - $11.6K
260K $7.8M
Feb 07, 2024 Q4 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
367
+ 7.32%
$10.7K - $10.9K
5.38K $161K
Feb 02, 2024 Q4 2023
Argonautica Private Wealth Management, Inc

Wellesley, MA
BUY
 -
339
+ 1.67%
$9.88K - $10.1K
20.7K $621K
Feb 12, 2024 Q4 2023
Wells Financial Advisors Inc

BUY
 -
337
+ 0.86%
$9.82K - $10K
39.5K $1.18M
Feb 14, 2024 Q4 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
308
+ 2.01%
$8.98K - $9.17K
15.7K $470K
Feb 12, 2024 Q4 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
304
+ 14.87%
$8.86K - $9.05K
2.35K $70.5K
Jan 25, 2024 Q4 2023
Phillips Financial Management, LLC

BUY
 -
298
+ 2.34%
$8.68K - $8.87K
13K $391K
Feb 14, 2024 Q4 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
249
New
$7.26K - $7.42K
249 $7.47K
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
235
+ 6.49%
$6.85K - $7K
3.85K $116K
Feb 12, 2024 Q4 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
232
+ 1.51%
$6.76K - $6.91K
15.6K $469K
Jan 31, 2024 Q4 2023
Gradient Capital Advisors, LLC

BUY
 -
232
+ 1.15%
$6.76K - $6.91K
20.5K $614K
Feb 06, 2024 Q4 2023
Silver Lake Advisory, LLC

BUY
 -
228
+ 0.17%
$6.64K - $6.79K
138K $4.15M
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
BUY
 -
226
+ 11.3%
$6.59K - $6.73K
2.23K $66.8K
Jan 31, 2024 Q4 2023
J.W. Cole Advisors, Inc.

BUY
 -
210
+ 1.53%
$6.12K - $6.25K
14K $419K
Feb 13, 2024 Q4 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
206
+ 1.28%
$6K - $6.13K
16.2K $487K
Feb 05, 2024 Q4 2023
Hexagon Capital Partners LLC

BUY
 -
172
+ 781.82%
$5.01K - $5.12K
194 $5.82K
Jan 30, 2024 Q4 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
156
New
$4.55K - $4.65K
156 $4.68K
Feb 06, 2024 Q4 2023
N.E.W. Advisory Services LLC

BUY
 -
153
+ 0.13%
$4.46K - $4.56K
114K $3.42M
Jan 19, 2024 Q4 2023
Alliance Wealth Management Group

Flemington, NJ
BUY
 -
147
+ 1.14%
$4.28K - $4.38K
13K $391K
Feb 14, 2024 Q4 2023
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
147
New
$4.28K - $4.38K
147 $4.41K
Feb 06, 2024 Q4 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
146
+ 0.63%
$4.25K - $4.35K
23.4K $703K
Jan 12, 2024 Q4 2023
Rda Financial Network

BUY
 -
138
+ 1.9%
$4.02K - $4.11K
7.41K $222K
Jan 31, 2024 Q4 2023
Lindbrook Capital, LLC

BUY
 -
120
New
$3.5K - $3.57K
120 $3.6K
Jan 19, 2024 Q4 2023
Activest Wealth Management

BUY
 -
109
+ 1.57%
$3.18K - $3.25K
7.05K $212K
Jan 17, 2024 Q4 2023
Cadent Capital Advisors, LLC

BUY
 -
109
+ 1.56%
$3.18K - $3.25K
7.09K $213K
Jan 31, 2024 Q4 2023
Wetzel Investment Advisors, Inc.

Indianapolis, IN
BUY
 -
100
New
$2.91K - $2.98K
100 $3K
Jan 22, 2024 Q4 2023
Iron Horse Wealth Management, LLC

BUY
 -
99
+ 2.89%
$2.88K - $2.95K
3.53K $106K
Feb 09, 2024 Q4 2023
Assetmark, Inc

BUY
 -
94
+ 18.99%
$2.74K - $2.8K
589 $17.7K
Jan 23, 2024 Q4 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
38
+ 3.6%
$1.11K - $1.13K
1.09K $32.8K
Jan 18, 2024 Q4 2023
Cottage Street Advisors LLC

BUY
 -
34
+ 0.25%
$991 - $1.01K
13.8K $414K
Feb 13, 2024 Q4 2023
Koss Olinger Consulting, LLC

BUY
 -
32
+ 0.13%
$932 - $953
25.2K $756K
Feb 14, 2024 Q4 2023
Retirement Group, LLC

BUY
 -
30
+ 0.72%
$874 - $893
4.21K $126K
Feb 06, 2024 Q4 2023
Spire Wealth Management

BUY
 -
17
+ 1.4%
$495 - $506
1.23K $37K
Feb 14, 2024 Q4 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
12
+ 1.48%
$350 - $357
824 $24.7K
Jan 17, 2024 Q4 2023
First Pacific Financial

BUY
 -
10
New
$291 - $298
10 $300
Jan 22, 2024 Q4 2023
Cordant, Inc.

Portland, OR
BUY
 -
9
New
$262 - $268
9 $270
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
7
+ 1.46%
$204 - $208
486 $14.6K

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