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 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 1.63% |
$117 - $119
|
249
$7.45K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 2.03% |
$87.4 - $89.3
|
151
$4.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-8- 0.04% |
$233 - $238
|
19.2K
$575K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-35- 0.35% |
$1.02K - $1.04K
|
10K
$299K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-44- 0.29% |
$1.28K - $1.31K
|
15.2K
$456K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-52- 4.01% |
$1.52K - $1.55K
|
1.24K
$37.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-74- 6.62% |
$2.16K - $2.2K
|
1.04K
$31.2K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-92- 0.4% |
$2.68K - $2.74K
|
22.8K
$682K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-124- 0.4% |
$3.61K - $3.69K
|
31.2K
$933K
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-131- 0.13% |
$3.82K - $3.9K
|
97.6K
$2.92M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-138- 0.66% |
$4.02K - $4.11K
|
20.7K
$620K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-154- 27.7% |
$4.49K - $4.59K
|
402
$12K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-171- 1.13% |
$4.98K - $5.09K
|
15K
$448K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-193- 1.43% |
$5.62K - $5.75K
|
13.3K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-201- 2.46% |
$5.86K - $5.99K
|
7.98K
$239K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-230- 2.51% |
$6.7K - $6.85K
|
8.92K
$267K
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-288- 1.4% |
$8.39K - $8.58K
|
20.2K
$605K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-317- 0.27% |
$9.24K - $9.44K
|
116K
$3.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-319- 2.65% |
$9.3K - $9.5K
|
11.7K
$350K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-348- 3.52% |
$10.1K - $10.4K
|
9.53K
$285K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-353- 3.6% |
$10.3K - $10.5K
|
9.45K
$283K
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-354- 2.32% |
$10.3K - $10.5K
|
14.9K
$447K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-400- 36.53% |
$11.7K - $11.9K
|
695
$20.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-425- 6.42% |
$12.4K - $12.7K
|
6.19K
$185K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-480- 6.2% |
$14K - $14.3K
|
7.27K
$217K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-504- 22.97% |
$14.7K - $15K
|
1.69K
$50.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-511- 0.72% |
$14.9K - $15.2K
|
70.5K
$2.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-593- 3.79% |
$17.3K - $17.7K
|
15K
$450K
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-608- 1.0% |
$17.7K - $18.1K
|
60.3K
$1.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-622- 4.94% |
$18.1K - $18.5K
|
12K
$358K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-637- 8.34% |
$18.6K - $19K
|
7K
$209K
|
|
|
Jan 26, 2024
Q4 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-684- 2.3% |
$19.9K - $20.4K
|
29.1K
$871K
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-731- 4.85% |
$21.3K - $21.8K
|
14.3K
$429K
|
|
|
Jan 05, 2024
Q4 2023
|
Martin Capital Partners, LLC
|
SELL
|
- |
-753- 0.37% |
$21.9K - $22.4K
|
204K
$6.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-770- 4.46% |
$22.4K - $22.9K
|
16.5K
$494K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-776- 1.04% |
$22.6K - $23.1K
|
73.6K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-788- 2.83% |
$23K - $23.5K
|
27.1K
$809K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-797- 4.23% |
$23.2K - $23.7K
|
18.1K
$540K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-833- 5.75% |
$24.3K - $24.8K
|
13.6K
$408K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-886- 0.23% |
$25.8K - $26.4K
|
379K
$11.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-896- 99.89% |
$26.1K - $26.7K
|
1
$29.9
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-900- 10.51% |
$26.2K - $26.8K
|
7.66K
$229K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-951- 0.5% |
$27.7K - $28.3K
|
188K
$5.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-963- 6.88% |
$28.1K - $28.7K
|
13K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1K- 9.34% |
$29.1K - $29.8K
|
9.71K
$290K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.03K- 5.46% |
$30K - $30.7K
|
17.8K
$534K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 3.33% |
$32.3K - $33K
|
32.2K
$964K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.18K- 5.57% |
$34.3K - $35.1K
|
19.9K
$597K
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.31K- 2.08% |
$38.2K - $39.1K
|
61.7K
$1.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.42K- 63.92% |
$41.3K - $42.2K
|
800
$23.9K
|