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 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-5.6K- 7.92% |
$163K - $167K
|
65.1K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.77K- 4.51% |
$168K - $172K
|
122K
$3.66M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.79K- 5.73% |
$169K - $172K
|
95.2K
$2.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-5.95K- 41.33% |
$173K - $177K
|
8.45K
$253K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-6K- 10.51% |
$175K - $179K
|
51.1K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-6.19K- 9.48% |
$180K - $184K
|
59.1K
$1.77M
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-6.23K- 7.12% |
$181K - $185K
|
81.3K
$2.44M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.27K- 2.48% |
$183K - $187K
|
246K
$7.39M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.53K- 38.0% |
$190K - $194K
|
10.6K
$319K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-6.68K- 4.1% |
$195K - $199K
|
156K
$4.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.69K- 4.86% |
$195K - $199K
|
131K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-6.73K- 1.44% |
$196K - $200K
|
459K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.84K- 2.89% |
$199K - $204K
|
230K
$6.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-7.1K- 4.91% |
$207K - $211K
|
137K
$4.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.59K- 14.32% |
$221K - $226K
|
45.4K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.76K- 14.47% |
$226K - $231K
|
45.8K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-7.98K- 5.94% |
$232K - $237K
|
126K
$3.79M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-8.35K- 6.59% |
$243K - $249K
|
118K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-8.5K- 0.68% |
$248K - $253K
|
1.24M
$37.2M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.8K- 5.83% |
$256K - $262K
|
142K
$4.26M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.87K- 1.02% |
$258K - $264K
|
864K
$25.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.9K- 7.3% |
$259K - $265K
|
113K
$3.39M
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-8.97K- 24.86% |
$261K - $267K
|
27.1K
$814K
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-9.08K- 0.65% |
$264K - $270K
|
1.38M
$41.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-9.34K- 40.48% |
$272K - $278K
|
13.7K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Iron Financial, LLC
|
SELL
|
- |
-9.44K- 4.3% |
$275K - $281K
|
210K
$6.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.7K- 12.47% |
$283K - $289K
|
68.1K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-9.7K- 12.47% |
$283K - $289K
|
68.1K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-9.84K- 9.8% |
$287K - $293K
|
90.5K
$2.71M
|
|
|
Dec 13, 2024
Q4 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-9.86K- 22.0% |
$287K - $294K
|
35K
$1.05M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-10K- 9.15% |
$292K - $299K
|
99.7K
$2.99M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.1K- 7.21% |
$353K - $361K
|
156K
$4.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-12.2K- 1.5% |
$356K - $364K
|
803K
$24.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-12.4K- 0.49% |
$361K - $369K
|
2.54M
$76.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-12.6K- 31.38% |
$366K - $374K
|
27.5K
$825K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-12.9K- 24.07% |
$377K - $385K
|
40.8K
$1.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-13.2K- 12.42% |
$385K - $393K
|
93.1K
$2.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.3K- 5.45% |
$387K - $395K
|
230K
$6.9M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-14K- 14.44% |
$408K - $417K
|
83.1K
$2.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-15.4K- 97.45% |
$449K - $459K
|
404
$12.1K
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-16.2K- 32.84% |
$471K - $481K
|
33.1K
$992K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16.5K- 17.52% |
$480K - $491K
|
77.6K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-16.9K- 2.61% |
$493K - $504K
|
631K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-18.2K- 16.95% |
$529K - $541K
|
89K
$2.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4K- 18.16% |
$535K - $547K
|
82.8K
$2.48M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-18.8K- 22.35% |
$548K - $560K
|
65.3K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-19.1K- 68.83% |
$556K - $568K
|
8.64K
$259K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-19.3K- 2.29% |
$563K - $575K
|
822K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.7K- 10.21% |
$575K - $587K
|
173K
$5.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.6K- 26.0% |
$601K - $614K
|
58.7K
$1.76M
|