Purchases and Sales Made in Q1 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q1 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
165+ 0.31% |
$4.96K - $5.11K
|
53.3K
$1.6M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
150+ 25.21% |
$4.51K - $4.64K
|
745
$22.4K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
139New |
$4.18K - $4.3K
|
139
$4.18K
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122+ 0.05% |
$3.67K - $3.77K
|
235K
$7.05M
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
121+ 0.04% |
$3.64K - $3.74K
|
340K
$10.2M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
74New |
$2.23K - $2.29K
|
74
$2.22K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
16+ 0.12% |
$481 - $495
|
13.3K
$401K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
15+ 0.17% |
$451 - $464
|
9.04K
$272K
|
|
May 06, 2022
Q1 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
12+ 0.18% |
$361 - $371
|
6.69K
$201K
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
12+ 0.18% |
$361 - $371
|
6.86K
$206K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 0.14% |
$331 - $340
|
8.08K
$243K
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 0.11% |
$210 - $217
|
6.57K
$198K
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
7+ 0.09% |
$210 - $217
|
7.76K
$233K
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.05% |
$150 - $155
|
10.2K
$306K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.14% |
$120 - $124
|
2.95K
$88.7K
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4+ 0.03% |
$120 - $124
|
13.3K
$401K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.22% |
$30.1 - $30.9
|
459
$13.8K
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.47% |
$30.1 - $30.9
|
212
$6.37K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4- 0.78% |
$120 - $124
|
510
$15.3K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-9- 10.23% |
$271 - $278
|
79
$2.37K
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-15- 0.08% |
$451 - $464
|
19.9K
$598K
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-53- 0.74% |
$1.59K - $1.64K
|
7.11K
$214K
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-56- 3.43% |
$1.68K - $1.73K
|
1.58K
$47.3K
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-85- 5.35% |
$2.56K - $2.63K
|
1.5K
$45.2K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-86- 4.58% |
$2.59K - $2.66K
|
1.79K
$53.8K
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$3.01K - $3.09K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-100- 0.41% |
$3.01K - $3.09K
|
24.5K
$737K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-115- 0.76% |
$3.46K - $3.56K
|
15.1K
$454K
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-126- 1.58% |
$3.79K - $3.9K
|
7.87K
$237K
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
SELL
|
- |
-160- 0.04% |
$4.81K - $4.95K
|
382K
$11.5M
|
|
Apr 12, 2022
Q1 2022
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-161- 0.27% |
$4.84K - $4.98K
|
59.8K
$1.8M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-165- 1.57% |
$4.96K - $5.11K
|
10.3K
$310K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-175- 42.79% |
$5.26K - $5.41K
|
234
$7.03K
|
|
Apr 20, 2022
Q1 2022
|
Cottage Street Advisors LLC
|
SELL
|
- |
-190- 0.29% |
$5.71K - $5.88K
|
65.3K
$1.96M
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-200Closed |
$6.01K - $6.19K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-210- 0.09% |
$6.31K - $6.5K
|
239K
$7.18M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-212- 6.7% |
$6.37K - $6.56K
|
2.95K
$88.7K
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-224- 1.32% |
$6.74K - $6.93K
|
16.8K
$503K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-279- 0.39% |
$8.39K - $8.63K
|
71.6K
$2.15M
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-282- 3.7% |
$8.48K - $8.73K
|
7.35K
$221K
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-287- 0.8% |
$8.63K - $8.88K
|
35.7K
$1.07M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
SELL
|
- |
-297- 0.84% |
$8.93K - $9.19K
|
35.1K
$1.05M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-297- 1.08% |
$8.93K - $9.19K
|
27.2K
$818K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-302- 7.47% |
$9.08K - $9.34K
|
3.74K
$112K
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-308- 2.82% |
$9.26K - $9.53K
|
10.6K
$319K
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-316- 1.07% |
$9.5K - $9.78K
|
29.2K
$876K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-327- 89.34% |
$9.83K - $10.1K
|
39
$1.17K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-335Closed |
$10.1K - $10.4K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-349- 4.46% |
$10.5K - $10.8K
|
7.47K
$225K
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-379- 3.93% |
$11.4K - $11.7K
|
9.27K
$278K
|