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 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-10Closed |
$295 - $301
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12- 0.14% |
$353 - $361
|
8.28K
$247K
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-22- 0.16% |
$648 - $662
|
13.3K
$398K
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-36- 0.28% |
$1.06K - $1.08K
|
12.8K
$383K
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-55- 0.58% |
$1.62K - $1.66K
|
9.35K
$279K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-74Closed |
$2.18K - $2.23K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-81- 0.66% |
$2.39K - $2.44K
|
12.1K
$363K
|
|
Dec 19, 2024
Q2 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-84- 1.08% |
$2.47K - $2.53K
|
7.68K
$230K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-91- 0.88% |
$2.68K - $2.74K
|
10.2K
$306K
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-100- 0.19% |
$2.95K - $3.01K
|
51.7K
$1.55M
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-102- 0.36% |
$3K - $3.07K
|
28.4K
$848K
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-110- 0.92% |
$3.24K - $3.31K
|
11.9K
$356K
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-135- 1.04% |
$3.98K - $4.06K
|
12.9K
$385K
|
|
Jul 13, 2022
Q2 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-150- 0.9% |
$4.42K - $4.52K
|
16.5K
$493K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-155Closed |
$4.56K - $4.67K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
SELL
|
- |
-176Closed |
$5.18K - $5.3K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-201- 0.55% |
$5.92K - $6.05K
|
36K
$1.08M
|
|
Aug 02, 2022
Q2 2022
|
Augustine Asset Management Inc
|
SELL
|
- |
-208- 2.49% |
$6.13K - $6.26K
|
8.16K
$244K
|
|
Aug 10, 2022
Q2 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-211- 2.99% |
$6.21K - $6.35K
|
6.85K
$205K
|
|
Aug 11, 2022
Q2 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-223- 2.98% |
$6.57K - $6.71K
|
7.25K
$217K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-244- 1.03% |
$7.19K - $7.35K
|
23.4K
$698K
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-267- 0.37% |
$7.86K - $8.04K
|
71K
$2.12M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-281- 2.01% |
$8.28K - $8.46K
|
13.7K
$410K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-293- 0.8% |
$8.63K - $8.82K
|
36.4K
$1.09M
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-300- 7.82% |
$8.84K - $9.03K
|
3.54K
$106K
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-335- 45.58% |
$9.87K - $10.1K
|
400
$12K
|
|
Jul 13, 2022
Q2 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-337- 0.63% |
$9.92K - $10.1K
|
53K
$1.58M
|
|
Jul 26, 2022
Q2 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-385- 3.51% |
$11.3K - $11.6K
|
10.6K
$317K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-394Closed |
$11.6K - $11.9K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-398- 13.48% |
$11.7K - $12K
|
2.55K
$76.3K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-443- 6.24% |
$13K - $13.3K
|
6.66K
$199K
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-451- 2.69% |
$13.3K - $13.6K
|
16.3K
$487K
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-455- 1.71% |
$13.4K - $13.7K
|
26.1K
$780K
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-455Closed |
$13.4K - $13.7K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-460- 2.5% |
$13.5K - $13.9K
|
17.9K
$536K
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-465- 0.9% |
$13.7K - $14K
|
51.1K
$1.53M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-534- 4.51% |
$15.7K - $16.1K
|
11.3K
$338K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-586- 2.74% |
$17.3K - $17.6K
|
20.8K
$620K
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-690- 3.47% |
$20.3K - $20.8K
|
19.2K
$574K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-766- 0.59% |
$22.6K - $23.1K
|
130K
$3.88M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-793- 12.06% |
$23.4K - $23.9K
|
5.78K
$173K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-835Closed |
$24.6K - $25.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-858- 4.25% |
$25.3K - $25.8K
|
19.3K
$577K
|
|
Jul 08, 2022
Q2 2022
|
Martin Capital Partners, LLC
|
SELL
|
- |
-907- 0.5% |
$26.7K - $27.3K
|
182K
$5.44M
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-914- 5.88% |
$26.9K - $27.5K
|
14.6K
$437K
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.03K- 11.08% |
$30.2K - $30.9K
|
8.24K
$246K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 6.76% |
$30.6K - $31.3K
|
14.3K
$428K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.11K- 0.48% |
$32.6K - $33.3K
|
231K
$6.89M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.22K- 6.3% |
$35.9K - $36.7K
|
18.1K
$541K
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.22K- 5.59% |
$36K - $36.8K
|
20.6K
$617K
|