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
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.45K- 7.83% |
$42.3K - $43.2K
|
17.1K
$512K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-1.52K- 27.3% |
$44.1K - $45.1K
|
4.04K
$121K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.53K- 2.44% |
$44.5K - $45.5K
|
61.1K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.67K- 17.55% |
$48.5K - $49.6K
|
7.83K
$235K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.7K- 34.0% |
$49.5K - $50.6K
|
3.3K
$99K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.87K- 4.95% |
$54.4K - $55.6K
|
35.9K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.97K- 11.42% |
$57.5K - $58.8K
|
15.3K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-1.98K- 0.51% |
$57.7K - $59K
|
383K
$11.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.99K- 15.93% |
$57.9K - $59.2K
|
10.5K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2K- 14.29% |
$58.3K - $59.6K
|
12K
$360K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.02K- 5.47% |
$58.8K - $60.1K
|
34.9K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.02K- 2.59% |
$59K - $60.3K
|
76K
$2.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.12K- 6.13% |
$61.9K - $63.3K
|
32.5K
$976K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.25K- 2.57% |
$65.6K - $67K
|
85.4K
$2.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-2.25K- 4.08% |
$65.6K - $67K
|
52.8K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.25K- 76.29% |
$65.6K - $67.1K
|
700
$21K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.3K- 8.96% |
$67.1K - $68.5K
|
23.4K
$702K
|
|
|
Jan 31, 2024
Q4 2023
|
Ade, LLC
|
SELL
|
- |
-2.32K- 1.68% |
$67.7K - $69.2K
|
136K
$4.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.39K- 16.22% |
$69.6K - $71.1K
|
12.3K
$370K
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.59K- 15.94% |
$75.5K - $77.1K
|
13.7K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.63K- 3.5% |
$76.7K - $78.4K
|
72.5K
$2.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.64K- 6.02% |
$76.8K - $78.5K
|
41.2K
$1.24M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-2.71K- 8.89% |
$79K - $80.7K
|
27.8K
$834K
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.76K- 12.47% |
$80.4K - $82.2K
|
19.4K
$581K
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-2.96K- 3.97% |
$86.3K - $88.2K
|
71.6K
$2.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3.06K- 26.51% |
$89.2K - $91.1K
|
8.48K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.1K- 4.22% |
$90.4K - $92.3K
|
70.4K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-3.15K- 11.95% |
$91.8K - $93.8K
|
23.2K
$696K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.15K- 2.95% |
$91.9K - $93.9K
|
104K
$3.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.26K- 6.01% |
$95K - $97.1K
|
51K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.27K- 99.94% |
$95.3K - $97.4K
|
2
$60
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.42K- 15.78% |
$99.6K - $102K
|
18.3K
$548K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.46K- 34.18% |
$101K - $103K
|
6.66K
$200K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-3.62K- 9.54% |
$105K - $108K
|
34.3K
$1.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.7K- 26.18% |
$108K - $110K
|
10.4K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.89K- 1.85% |
$113K - $116K
|
206K
$6.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-4K- 14.97% |
$117K - $119K
|
22.7K
$681K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-4.15K- 15.05% |
$121K - $124K
|
23.4K
$703K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-4.37K- 32.36% |
$127K - $130K
|
9.14K
$274K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.54K- 7.41% |
$132K - $135K
|
56.7K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-4.86K- 21.15% |
$142K - $145K
|
18.1K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-4.92K- 4.94% |
$143K - $146K
|
94.7K
$2.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-5.11K- 10.49% |
$149K - $152K
|
43.6K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-5.12K- 15.26% |
$149K - $152K
|
28.4K
$853K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.34K- 0.91% |
$156K - $159K
|
580K
$17.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.35K- 7.39% |
$156K - $159K
|
67K
$2.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-5.41K- 3.16% |
$158K - $161K
|
166K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.42K- 32.0% |
$158K - $161K
|
11.5K
$345K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5.42K- 1.2% |
$158K - $161K
|
445K
$13.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.55K- 25.02% |
$162K - $165K
|
16.6K
$499K
|