Purchases and Sales Made in Q2 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
23.5KNew |
$693K - $708K
|
23.5K
$705K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
22.5K+ 5.75% |
$662K - $677K
|
413K
$12.4M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 177.25% |
$638K - $653K
|
33.9K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
21.7K+ 177.25% |
$638K - $653K
|
33.9K
$1.02M
|
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
21.5K+ 27.17% |
$633K - $648K
|
101K
$3.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
21.1KNew |
$623K - $637K
|
21.1K
$634K
|
|
|
Jul 27, 2022
Q2 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
20.4KNew |
$601K - $614K
|
20.4K
$612K
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
19.7K+ 29.67% |
$582K - $595K
|
86.3K
$2.59M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
19.5K+ 1241.14% |
$576K - $589K
|
21.1K
$633K
|
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
19KNew |
$558K - $571K
|
19K
$569K
|
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
18.9K+ 16.59% |
$557K - $569K
|
133K
$3.98M
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
18.8KNew |
$554K - $566K
|
18.8K
$564K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
18.8K+ 161.24% |
$554K - $566K
|
30.5K
$913K
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
18.7K+ 12.02% |
$550K - $563K
|
174K
$5.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
18.3KNew |
$537K - $550K
|
18.3K
$547K
|
|
|
Jul 27, 2022
Q2 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
17.6KNew |
$519K - $530K
|
17.6K
$528K
|
|
|
Feb 13, 2025
Q2 2022
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
17.1KNew |
$503K - $514K
|
17.1K
$512K
|
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
16.9K+ 6.61% |
$499K - $510K
|
273K
$8.19M
|
|
|
Jul 29, 2022
Q2 2022
|
Redw Wealth LLC
|
BUY
|
- |
16.6KNew |
$489K - $500K
|
16.6K
$498K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.3K+ 68.9% |
$481K - $492K
|
40.1K
$1.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
BUY
|
- |
15.5K+ 1.94% |
$457K - $468K
|
815K
$24.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 8.37% |
$422K - $432K
|
186K
$5.57M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.3KNew |
$422K - $431K
|
14.3K
$430K
|
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
13.9K+ 135.86% |
$411K - $420K
|
24.2K
$726K
|
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
13.5KNew |
$397K - $406K
|
13.5K
$404K
|
|
|
Aug 15, 2022
Q2 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
13.4KNew |
$394K - $402K
|
13.4K
$401K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
13K+ 8.44% |
$382K - $390K
|
167K
$4.99M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
12.8K+ 0.93% |
$378K - $386K
|
1.4M
$41.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
12.7KNew |
$373K - $382K
|
12.7K
$380K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.4KNew |
$365K - $373K
|
12.4K
$371K
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
12.3K+ 2.14% |
$362K - $370K
|
587K
$17.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
12.1KNew |
$357K - $365K
|
12.1K
$364K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.1K+ 4766.01% |
$355K - $363K
|
12.3K
$369K
|
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
11.9KNew |
$351K - $359K
|
11.9K
$357K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
11.3K+ 56.61% |
$334K - $342K
|
31.4K
$942K
|
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
11KNew |
$323K - $330K
|
11K
$329K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
10.7KNew |
$316K - $324K
|
10.7K
$322K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
10.6K+ 4.91% |
$312K - $319K
|
226K
$6.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
10.5KNew |
$310K - $317K
|
10.5K
$316K
|
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
10.4K+ 35.81% |
$307K - $314K
|
39.6K
$1.19M
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
10K+ 68.7% |
$295K - $302K
|
24.6K
$738K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
9.91K+ 3.55% |
$292K - $298K
|
289K
$8.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.84KNew |
$290K - $296K
|
9.84K
$295K
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.51KNew |
$280K - $286K
|
9.51K
$285K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
9.39K+ 317.81% |
$276K - $283K
|
12.3K
$370K
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.36KNew |
$276K - $282K
|
9.36K
$281K
|
|
|
Jul 29, 2022
Q2 2022
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
8.82K+ 4.36% |
$260K - $266K
|
211K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
8.64K+ 19.62% |
$254K - $260K
|
52.7K
$1.58M
|
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
BUY
|
- |
8.3KNew |
$244K - $250K
|
8.3K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.15KNew |
$240K - $245K
|
8.15K
$244K
|