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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
3.62KNew |
$106K - $108K
|
3.62K
$109K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.56K+ 14.32% |
$104K - $106K
|
28.4K
$853K
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.41K+ 3.47% |
$100K - $101K
|
102K
$3.05M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.38K+ 13.99% |
$99.2K - $100K
|
27.5K
$827K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.38K+ 5.0% |
$99.1K - $100K
|
70.9K
$2.13M
|
|
Jan 30, 2024
Q2 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.13K+ 4.32% |
$91.9K - $92.9K
|
75.6K
$2.27M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.06K+ 5.22% |
$89.9K - $91K
|
61.7K
$1.85M
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.99K+ 15.62% |
$87.8K - $88.8K
|
22.1K
$665K
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.98K+ 7.47% |
$87.4K - $88.4K
|
42.8K
$1.29M
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.83K+ 14.16% |
$83.1K - $84.1K
|
22.8K
$686K
|
|
Aug 03, 2023
Q2 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.78K+ 2.65% |
$81.7K - $82.6K
|
108K
$3.24M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.76KNew |
$81.1K - $82K
|
2.76K
$83K
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.71K+ 8.18% |
$79.5K - $80.4K
|
35.8K
$1.08M
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
2.69K+ 1.0% |
$79.1K - $80K
|
272K
$8.16M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 3.51% |
$78.1K - $79K
|
78.4K
$2.36M
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.65K+ 36.46% |
$77.9K - $78.8K
|
9.93K
$298K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
2.59K+ 8.7% |
$76.1K - $77K
|
32.4K
$973K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.56K+ 26.75% |
$75.2K - $76K
|
12.1K
$365K
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
2.45K+ 1.09% |
$71.9K - $72.8K
|
227K
$6.83M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.43K+ 2.68% |
$71.4K - $72.2K
|
93.2K
$2.8M
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.3KNew |
$67.5K - $68.3K
|
2.3K
$69.1K
|
|
Jul 28, 2023
Q2 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
2.19K+ 0.68% |
$64.4K - $65.1K
|
325K
$9.78M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.99K+ 2.19% |
$58.4K - $59.1K
|
92.8K
$2.79M
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.85K+ 0.9% |
$54.2K - $54.9K
|
208K
$6.24M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.74KNew |
$51.1K - $51.7K
|
1.74K
$52.3K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$50.7K - $51.3K
|
1.73K
$51.9K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.72K+ 12.3% |
$50.6K - $51.1K
|
15.7K
$472K
|
|
Apr 24, 2024
Q2 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.7K+ 9.36% |
$50K - $50.6K
|
19.9K
$598K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.54K+ 11.93% |
$45.1K - $45.6K
|
14.4K
$433K
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
1.53K+ 7.37% |
$44.9K - $45.4K
|
22.3K
$669K
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.52K+ 15.11% |
$44.5K - $45K
|
11.5K
$347K
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 1.43% |
$44.3K - $44.8K
|
107K
$3.21M
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.51K+ 1.43% |
$44.3K - $44.8K
|
107K
$3.21M
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
1.42K+ 18.83% |
$41.7K - $42.2K
|
8.97K
$269K
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.4K+ 41.42% |
$41.1K - $41.6K
|
4.78K
$144K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.23K+ 1.95% |
$36K - $36.4K
|
64K
$1.92M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.22KNew |
$35.9K - $36.3K
|
1.22K
$36.7K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.22K+ 6.08% |
$35.8K - $36.3K
|
21.3K
$640K
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.18K+ 8.83% |
$34.7K - $35.1K
|
14.6K
$437K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
900+ 55.05% |
$26.4K - $26.7K
|
2.54K
$76.2K
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
856+ 3.08% |
$25.1K - $25.4K
|
28.7K
$861K
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
853+ 14.8% |
$25K - $25.3K
|
6.62K
$199K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
775+ 3.41% |
$22.8K - $23K
|
23.5K
$707K
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
754+ 4.59% |
$22.1K - $22.4K
|
17.2K
$516K
|
|
Aug 01, 2023
Q2 2023
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
722+ 7.68% |
$21.2K - $21.4K
|
10.1K
$304K
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
707+ 5.89% |
$20.8K - $21K
|
12.7K
$382K
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
700+ 5.24% |
$20.6K - $20.8K
|
14.1K
$423K
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
685New |
$20.1K - $20.3K
|
685
$20.6K
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
675New |
$19.8K - $20K
|
675
$20.3K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
661New |
$19.4K - $19.6K
|
661
$19.9K
|