Purchases and Sales Made in Q2 2023 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
52.5KNew |
$1.54M - $1.56M
|
52.5K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
52.3K+ 16.28% |
$1.54M - $1.55M
|
373K
$11.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
51.7K+ 3.62% |
$1.52M - $1.53M
|
1.48M
$44.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
51.6K+ 6.58% |
$1.52M - $1.53M
|
837K
$25.1M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
51.5K+ 3.12% |
$1.51M - $1.53M
|
1.7M
$51.1M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
48.8K+ 129.43% |
$1.43M - $1.45M
|
86.6K
$2.6M
|
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
48.5K+ 96.7% |
$1.42M - $1.44M
|
98.7K
$2.97M
|
|
|
Jul 11, 2023
Q2 2023
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
47.5K+ 6.94% |
$1.39M - $1.41M
|
731K
$22M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
47K+ 2.03% |
$1.38M - $1.4M
|
2.36M
$70.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
46.4K+ 221.22% |
$1.36M - $1.38M
|
67.4K
$2.02M
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
45.7K+ 16.31% |
$1.34M - $1.36M
|
326K
$9.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
44.9K+ 383.62% |
$1.32M - $1.33M
|
56.6K
$1.7M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
44.4K+ 6.01% |
$1.3M - $1.32M
|
783K
$23.5M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
43.9K+ 6.93% |
$1.29M - $1.3M
|
677K
$20.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
43.1K+ 57.82% |
$1.26M - $1.28M
|
118K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
42.9K+ 4.76% |
$1.26M - $1.28M
|
945K
$28.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41.4K+ 85.6% |
$1.22M - $1.23M
|
89.7K
$2.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
40.8K+ 8.56% |
$1.2M - $1.21M
|
518K
$15.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39.9K+ 96.55% |
$1.17M - $1.18M
|
81.2K
$2.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
38.5K+ 47.27% |
$1.13M - $1.14M
|
120K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
37.2K+ 188.61% |
$1.09M - $1.1M
|
56.9K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
37K+ 10.55% |
$1.09M - $1.1M
|
388K
$11.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
36.6K+ 21.57% |
$1.08M - $1.09M
|
206K
$6.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.5K+ 18.67% |
$1.04M - $1.05M
|
225K
$6.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
35.1K+ 16.56% |
$1.03M - $1.04M
|
247K
$7.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32KNew |
$940K - $950K
|
32K
$962K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.5K+ 4.01% |
$923K - $934K
|
817K
$24.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
31.3K+ 3.92% |
$920K - $930K
|
830K
$25M
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
30.5K+ 14.86% |
$896K - $907K
|
236K
$7.09M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
28.7KNew |
$843K - $853K
|
28.7K
$863K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28.2K+ 5.06% |
$827K - $837K
|
585K
$17.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 398.81% |
$799K - $809K
|
34.1K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
26.7K+ 61.02% |
$784K - $793K
|
70.5K
$2.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
23.7K+ 136.23% |
$696K - $704K
|
41.1K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
23.6K+ 249.82% |
$692K - $700K
|
33K
$991K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
23.2K+ 9.8% |
$682K - $690K
|
260K
$7.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.6K+ 7.24% |
$663K - $671K
|
335K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
22.4K+ 536.28% |
$658K - $666K
|
26.6K
$799K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
22.3KNew |
$655K - $663K
|
22.3K
$671K
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
20.9KNew |
$614K - $621K
|
20.9K
$628K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$614K - $621K
|
20.9K
$628K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.4K+ 6.98% |
$598K - $605K
|
312K
$9.38M
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
19.2K+ 14.01% |
$563K - $569K
|
156K
$4.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
18.9K+ 98.85% |
$554K - $560K
|
37.9K
$1.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
18.8K+ 2.98% |
$551K - $557K
|
649K
$19.5M
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
17.5K+ 72.95% |
$514K - $520K
|
41.5K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
15.2K+ 94.99% |
$446K - $451K
|
31.2K
$937K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.7K+ 14.99% |
$432K - $437K
|
113K
$3.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
14.4K+ 2.99% |
$424K - $429K
|
497K
$14.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 19.5% |
$404K - $409K
|
84.4K
$2.54M
|