Purchases and Sales Made in Q1 2021 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2021. 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 |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.23K- 3.62% |
$132K - $133K
|
113K
$3.37M
|
|
May 03, 2021
Q1 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.29K- 23.85% |
$134K - $135K
|
13.7K
$409K
|
|
May 11, 2021
Q1 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-4.32K- 41.72% |
$135K - $136K
|
6.03K
$180K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-4.57K- 20.4% |
$143K - $144K
|
17.8K
$533K
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.73K- 8.65% |
$148K - $149K
|
50K
$1.49M
|
|
May 17, 2021
Q1 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-4.76K- 36.25% |
$149K - $150K
|
8.37K
$250K
|
|
Apr 20, 2021
Q1 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-6.03K- 9.61% |
$188K - $189K
|
56.7K
$1.69M
|
|
May 13, 2021
Q1 2021
|
Bailard, Inc.
|
SELL
|
- |
-6.23K- 8.66% |
$195K - $196K
|
65.7K
$1.96M
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-6.37KClosed |
$199K - $200K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.58K- 26.17% |
$206K - $207K
|
18.6K
$555K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.67K- 14.25% |
$208K - $210K
|
40.1K
$1.2M
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.73K- 29.64% |
$210K - $211K
|
16K
$478K
|
|
Apr 27, 2021
Q1 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-6.91KClosed |
$216K - $217K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-7KClosed |
$219K - $220K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-7.03K- 26.17% |
$220K - $221K
|
19.8K
$593K
|
|
May 10, 2021
Q1 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.37K- 10.39% |
$230K - $231K
|
63.6K
$1.9M
|
|
May 14, 2021
Q1 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-7.5K- 17.65% |
$234K - $236K
|
35K
$1.05M
|
|
Apr 28, 2021
Q1 2021
|
Bck Partners, Inc.
|
SELL
|
- |
-7.53KClosed |
$235K - $236K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-7.96KClosed |
$249K - $250K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Fullen Financial Group
|
SELL
|
- |
-8.05K- 5.94% |
$251K - $253K
|
128K
$3.81M
|
|
May 06, 2021
Q1 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-8.1K- 1.01% |
$253K - $254K
|
791K
$23.6M
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-8.15K- 2.39% |
$255K - $256K
|
333K
$9.96M
|
|
May 14, 2021
Q1 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.22KClosed |
$257K - $258K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8.58KClosed |
$268K - $269K
|
0
$0
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.66K- 1.66% |
$270K - $272K
|
514K
$15.4M
|
|
Apr 21, 2021
Q1 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.14KClosed |
$286K - $287K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Stadion Money Management, LLC
Watkinsville, GA |
SELL
|
- |
-9.21K- 2.95% |
$288K - $289K
|
303K
$9.04M
|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-10.3KClosed |
$320K - $322K
|
0
$0
|
|
Apr 19, 2021
Q1 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-10.3K- 2.11% |
$321K - $323K
|
478K
$14.3M
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5KClosed |
$328K - $330K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-11.2K- 43.93% |
$350K - $352K
|
14.3K
$427K
|
|
May 07, 2021
Q1 2021
|
Graypoint LLC
|
SELL
|
- |
-11.5K- 38.69% |
$359K - $361K
|
18.2K
$545K
|
|
May 18, 2021
Q1 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11.8K- 49.79% |
$369K - $371K
|
11.9K
$356K
|
|
May 14, 2021
Q1 2021
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-12.4K- 63.3% |
$388K - $390K
|
7.2K
$215K
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-13.1K- 0.76% |
$408K - $410K
|
1.71M
$51M
|
|
May 06, 2021
Q1 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-13.6K- 20.17% |
$426K - $428K
|
53.9K
$1.61M
|
|
May 03, 2021
Q1 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-14.4K- 9.22% |
$450K - $453K
|
142K
$4.24M
|
|
May 10, 2021
Q1 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-15.2K- 0.57% |
$476K - $479K
|
2.64M
$78.9M
|
|
May 05, 2021
Q1 2021
|
Compass Financial Group, Inc.
|
SELL
|
- |
-15.6K- 4.23% |
$486K - $489K
|
353K
$10.5M
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15.9KClosed |
$497K - $500K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-17KClosed |
$530K - $533K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.2K- 25.87% |
$536K - $539K
|
49.1K
$1.47M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18.4K- 62.59% |
$574K - $577K
|
11K
$328K
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-18.4K- 39.16% |
$575K - $578K
|
28.6K
$854K
|
|
Apr 22, 2021
Q1 2021
|
James Investment Research Inc
|
SELL
|
- |
-20.9K- 17.52% |
$653K - $656K
|
98.4K
$2.94M
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-21.3K- 11.38% |
$665K - $669K
|
166K
$4.96M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-22.4K- 25.16% |
$700K - $704K
|
66.6K
$1.99M
|
|
May 13, 2021
Q1 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-23.1K- 8.1% |
$722K - $726K
|
262K
$7.83M
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-23.6K- 69.09% |
$736K - $740K
|
10.5K
$315K
|
|
May 17, 2021
Q1 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-24.2K- 12.54% |
$756K - $760K
|
169K
$5.04M
|