Purchases and Sales Made in Q2 2023 in Spdr Portfolio Short Term Corp (SPSB)

SPSB Quotes by TradingView

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
Aug 11, 2023 Q2 2023
Pfs Investments Inc.

Duluth, GA
BUY
 -
13.6K
+ 8.03%
$399K - $404K
183K $5.5M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
13.2K
+ 16.8%
$388K - $392K
91.8K $2.76M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
13.1K
+ 8.69%
$385K - $390K
164K $4.93M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
12.6K
+ 7.6%
$369K - $373K
178K $5.35M
May 20, 2024 Q2 2023
Parallel Advisors, LLC

BUY
 -
12.5K
+ 6.74%
$366K - $370K
198K $5.94M
Aug 04, 2023 Q2 2023
Parallel Advisors, LLC

BUY
 -
12.5K
+ 6.74%
$366K - $370K
198K $5.94M
Aug 14, 2023 Q2 2023
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
12.1K
+ 78.19%
$355K - $359K
27.5K $828K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
12K
New
$352K - $356K
12K $361K
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
11.8K
New
$347K - $351K
11.8K $355K
Nov 06, 2023 Q2 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
11.8K
+ 7.23%
$347K - $351K
175K $5.26M
Aug 07, 2023 Q2 2023
Wells Financial Advisors Inc

BUY
 -
11.6K
+ 40.8%
$341K - $345K
40K $1.2M
Aug 01, 2023 Q2 2023
River Front Investment Group, LLC

Richmond, VA
BUY
 -
10.9K
+ 0.46%
$319K - $323K
2.36M $71M
Jul 31, 2023 Q2 2023
Money Concepts Capital Corp

BUY
 -
10.8K
+ 155.39%
$317K - $321K
17.8K $534K
Aug 11, 2023 Q2 2023
Truefg, LLC

Cedar Park, TX
BUY
 -
10.3K
+ 5.01%
$303K - $307K
217K $6.51M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
10.1K
+ 11.03%
$297K - $300K
102K $3.06M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
9.85K
+ 10.64%
$289K - $293K
102K $3.08M
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
9.61K
New
$282K - $285K
9.61K $289K
Aug 01, 2023 Q2 2023
Reinhart Partners, Inc.

BUY
 -
9.5K
New
$279K - $282K
9.5K $285K
Aug 02, 2023 Q2 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
9.3K
New
$273K - $276K
9.3K $279K
Aug 10, 2023 Q2 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
9.25K
+ 2.32%
$271K - $275K
408K $12.3M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
8.99K
New
$264K - $267K
8.99K $270K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
8.83K
+ 11.19%
$259K - $262K
87.7K $2.64M
Jul 06, 2023 Q2 2023
Boston Standard Wealth Management, LLC

BUY
 -
8.6K
+ 15.2%
$252K - $255K
65.1K $1.96M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
8.44K
New
$248K - $251K
8.44K $254K
Aug 07, 2023 Q2 2023
Modera Wealth Management, LLC

BUY
 -
8.23K
New
$242K - $245K
8.23K $247K
Jul 18, 2023 Q2 2023
Eagle Ridge Investment Management

BUY
 -
8K
+ 0.85%
$235K - $238K
955K $28.7M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
7.98K
New
$234K - $237K
7.98K $240K
Jul 13, 2023 Q2 2023
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
BUY
 -
7.76K
+ 26.71%
$228K - $230K
36.8K $1.11M
Aug 09, 2023 Q2 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
7.74K
New
$227K - $230K
7.74K $233K
Jul 07, 2023 Q2 2023
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
7.64K
New
$224K - $227K
7.64K $229K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
7.61K
+ 9.21%
$224K - $226K
90.3K $2.71M
Jul 27, 2023 Q2 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
7.48K
New
$220K - $222K
7.48K $225K
Aug 14, 2023 Q2 2023
Strategic Point Investment Advisors, LLC

Providence, RI
BUY
 -
7.29K
+ 1.49%
$214K - $217K
498K $15M
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
7.01K
New
$206K - $208K
7.01K $211K
Jul 06, 2023 Q2 2023
In Track Investment Management Inc

BUY
 -
6.89K
New
$202K - $205K
6.89K $207K
Jul 28, 2023 Q2 2023
Q3 Asset Management

BUY
 -
6.82K
New
$200K - $203K
6.82K $205K
Aug 14, 2023 Q2 2023
Coury Firm Asset Management LLC

Pittsburgh, PA
BUY
 -
6.75K
+ 4.45%
$198K - $200K
158K $4.76M
Jul 18, 2023 Q2 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
5.81K
+ 6.05%
$171K - $173K
102K $3.06M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
5.59K
+ 51.37%
$164K - $166K
16.5K $495K
Jul 21, 2023 Q2 2023
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
5.16K
+ 11.03%
$152K - $153K
52K $1.56M
Jul 06, 2023 Q2 2023
Apella Capital, LLC

BUY
 -
5.13K
+ 5.2%
$150K - $152K
104K $3.12M
Dec 13, 2024 Q2 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
5.05K
+ 13.08%
$148K - $150K
43.6K $1.31M
Jul 07, 2023 Q2 2023
Whitcomb & Hess, Inc.

BUY
 -
4.88K
+ 1.15%
$143K - $145K
431K $12.9M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
4.77K
+ 3.25%
$140K - $142K
152K $4.56M
Jul 19, 2023 Q2 2023
Rodgers & Associates, LTD

BUY
 -
4.67K
+ 0.34%
$137K - $139K
1.38M $41.4M
Jul 31, 2023 Q2 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
4.57K
+ 1.88%
$134K - $136K
247K $7.43M
Aug 04, 2023 Q2 2023
N.E.W. Advisory Services LLC

BUY
 -
4.14K
+ 3.87%
$122K - $123K
111K $3.34M
Aug 01, 2023 Q2 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
3.9K
+ 4.23%
$114K - $116K
95.9K $2.88M
Aug 02, 2023 Q2 2023
Legacy Cg, LLC

Plano, TX
BUY
 -
3.7K
+ 8.17%
$109K - $110K
49K $1.47M

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