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 05, 2022
Q2 2022
|
Compass Financial Group, Inc.
|
BUY
|
- |
7.55K+ 2.26% |
$222K - $227K
|
341K
$10.2M
|
|
|
Jul 11, 2022
Q2 2022
|
Financial Management Network Inc
|
BUY
|
- |
7.34KNew |
$216K - $221K
|
7.34K
$219K
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
7.32K+ 3.94% |
$215K - $220K
|
193K
$5.77M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.81KNew |
$200K - $205K
|
6.81K
$203K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.59K+ 647.35% |
$194K - $198K
|
7.61K
$227K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.69KNew |
$168K - $171K
|
5.69K
$170K
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
5.51KNew |
$162K - $166K
|
5.51K
$164K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.2K+ 30.36% |
$153K - $157K
|
22.3K
$668K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.14K+ 0.67% |
$151K - $155K
|
771K
$23M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.88K+ 60.17% |
$144K - $147K
|
13K
$388K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.62K+ 28.95% |
$136K - $139K
|
20.6K
$614K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.49KNew |
$132K - $135K
|
4.49K
$134K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.48K+ 29.66% |
$132K - $135K
|
19.6K
$585K
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.41K+ 43.45% |
$130K - $133K
|
14.5K
$435K
|
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.33K+ 46.0% |
$127K - $130K
|
13.7K
$410K
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
4.2K+ 194.13% |
$124K - $127K
|
6.37K
$190K
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
4.2K+ 194.13% |
$124K - $127K
|
6.37K
$190K
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
4.18K+ 2.22% |
$123K - $126K
|
192K
$5.75M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$122K - $125K
|
4.16K
$124K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.08K+ 82.21% |
$120K - $123K
|
9.04K
$270K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
4.05K+ 58.39% |
$119K - $122K
|
11K
$329K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
3.84K+ 14.12% |
$113K - $116K
|
31K
$927K
|
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.79K+ 52.67% |
$112K - $114K
|
11K
$328K
|
|
|
Jul 29, 2022
Q2 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.66K+ 5.41% |
$108K - $110K
|
71.3K
$2.13M
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.6KNew |
$106K - $108K
|
3.6K
$108K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
3.49K+ 0.59% |
$103K - $105K
|
599K
$17.9M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
3.42K+ 4.78% |
$101K - $103K
|
75K
$2.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.38K+ 17.11% |
$99.4K - $102K
|
23.1K
$690K
|
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
3.37KNew |
$99.1K - $101K
|
3.37K
$101K
|
|
|
Jul 12, 2022
Q2 2022
|
Optimum Investment Advisors
|
BUY
|
- |
3.3K+ 31.06% |
$97.2K - $99.4K
|
13.9K
$416K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.27K+ 0.63% |
$96.2K - $98.3K
|
520K
$15.6M
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
BUY
|
- |
3.09K+ 2.53% |
$90.9K - $92.9K
|
125K
$3.73M
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.93K+ 20.18% |
$86.4K - $88.3K
|
17.5K
$522K
|
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.79K+ 35.24% |
$82K - $83.9K
|
10.7K
$319K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.75K+ 443.16% |
$81K - $82.9K
|
3.37K
$101K
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
2.71K+ 40.26% |
$79.8K - $81.6K
|
9.44K
$282K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.68K+ 14.99% |
$78.8K - $80.6K
|
20.5K
$614K
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
BUY
|
- |
2.51K+ 1.91% |
$73.8K - $75.5K
|
134K
$3.99M
|
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.49K+ 18.34% |
$73.4K - $75.1K
|
16.1K
$481K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.29KNew |
$67.3K - $68.8K
|
2.29K
$68.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.12K+ 7.11% |
$62.3K - $63.7K
|
31.9K
$952K
|
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
BUY
|
- |
2.11K+ 121.23% |
$62.1K - $63.4K
|
3.85K
$115K
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.01K+ 24.45% |
$59.1K - $60.4K
|
10.2K
$305K
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.88K+ 0.83% |
$55.4K - $56.6K
|
229K
$6.83M
|
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
1.86K+ 42.85% |
$54.8K - $56K
|
6.2K
$185K
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.68K+ 11.72% |
$49.3K - $50.4K
|
16K
$477K
|
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.52KNew |
$44.8K - $45.8K
|
1.52K
$45.4K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.32KNew |
$38.8K - $39.7K
|
1.32K
$39.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.22K+ 1.04% |
$36K - $36.8K
|
119K
$3.56M
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.1K+ 57.86% |
$32.4K - $33.2K
|
3K
$89.8K
|