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
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
657
+ 2.28%
$19.3K - $19.5K
29.4K $884K
Jul 13, 2023 Q2 2023
City Holding CO

BUY
 -
637
+ 4.72%
$18.7K - $18.9K
14.1K $424K
Aug 13, 2024 Q2 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
637
+ 3.07%
$18.7K - $18.9K
21.4K $642K
Aug 15, 2023 Q2 2023
Fairfield, Bush & Co.

Darien, CT
BUY
 -
600
New
$17.6K - $17.8K
600 $18K
Aug 09, 2023 Q2 2023
Sheets Smith Wealth Management

BUY
 -
600
+ 5.03%
$17.6K - $17.8K
12.5K $377K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
577
New
$16.9K - $17.1K
577 $17.3K
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
575
+ 0.35%
$16.9K - $17.1K
167K $5.02M
Jul 24, 2023 Q2 2023
Cottage Street Advisors LLC

BUY
 -
570
+ 3.53%
$16.7K - $16.9K
16.7K $503K
Jul 27, 2023 Q2 2023
J.W. Cole Advisors, Inc.

BUY
 -
554
+ 4.47%
$16.3K - $16.5K
13K $389K
Aug 14, 2023 Q2 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
552
+ 3.32%
$16.2K - $16.4K
17.2K $517K
Aug 08, 2023 Q2 2023
Financial Gravity Asset Management, Inc.

BUY
 -
503
New
$14.8K - $14.9K
503 $15.1K
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
481
+ 5.42%
$14.1K - $14.3K
9.36K $281K
Aug 08, 2023 Q2 2023
South State Corp

BUY
 -
452
New
$13.3K - $13.4K
452 $13.6K
Jul 13, 2023 Q2 2023
Rda Financial Network

BUY
 -
450
+ 6.53%
$13.2K - $13.4K
7.35K $221K
Jul 31, 2023 Q2 2023
Orin Green Financial, LLC

BUY
 -
432
+ 0.5%
$12.7K - $12.8K
86.4K $2.59M
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
426
+ 173.88%
$12.5K - $12.7K
671 $20.2K
Jul 12, 2023 Q2 2023
Hoese & CO LLP

BUY
 -
408
New
$12K - $12.1K
408 $12.3K
Aug 11, 2023 Q2 2023
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
406
+ 2.46%
$11.9K - $12.1K
16.9K $509K
Aug 08, 2023 Q2 2023
Financial Advisory Service, Inc.

BUY
 -
386
+ 76.13%
$11.3K - $11.5K
893 $26.8K
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
336
+ 0.3%
$9.86K - $9.98K
114K $3.42M
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
325
+ 2.33%
$9.54K - $9.65K
14.3K $430K
Jul 21, 2023 Q2 2023
First Command Advisory Services, Inc.

BUY
 -
325
New
$9.54K - $9.65K
325 $9.77K
Jul 26, 2023 Q2 2023
Alera Investment Advisors, LLC

BUY
 -
312
+ 3.06%
$9.16K - $9.27K
10.5K $316K
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
278
+ 5.81%
$8.16K - $8.26K
5.06K $152K
Jul 13, 2023 Q2 2023
Webster Bank, N. A.

BUY
 -
270
+ 6.45%
$7.93K - $8.02K
4.45K $134K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
270
+ 0.41%
$7.93K - $8.02K
66.4K $2M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
269
+ 37.41%
$7.9K - $7.99K
988 $29.7K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
266
+ 37.52%
$7.81K - $7.9K
975 $29.3K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
263
+ 2.4%
$7.72K - $7.81K
11.2K $337K
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
260
+ 1.81%
$7.63K - $7.72K
14.6K $439K
Aug 14, 2023 Q2 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
253
+ 3.47%
$7.43K - $7.51K
7.55K $227K
Aug 02, 2023 Q2 2023
Aj Advisors, LLC

Nashville, TN
BUY
 -
252
+ 1.7%
$7.4K - $7.48K
15.1K $454K
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
232
New
$6.81K - $6.89K
232 $6.97K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
223
New
$6.55K - $6.62K
223 $6.7K
Feb 13, 2024 Q2 2023
United Community Bank

Greenville, SC
BUY
 -
200
+ 1.07%
$5.87K - $5.94K
18.8K $566K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
180
+ 0.69%
$5.28K - $5.35K
26.3K $790K
Aug 08, 2024 Q2 2023
Abound Wealth Management

Franklin, TN
BUY
 -
178
New
$5.23K - $5.29K
178 $5.35K
Jul 21, 2023 Q2 2023
Austin Private Wealth, LLC

BUY
 -
167
+ 0.89%
$4.9K - $4.96K
19K $572K
May 13, 2024 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
160
+ 54.61%
$4.7K - $4.75K
453 $13.6K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
160
+ 54.61%
$4.7K - $4.75K
453 $13.6K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
141
+ 0.52%
$4.14K - $4.19K
27.1K $815K
Jul 14, 2023 Q2 2023
Pacifica Partners Inc.

BUY
 -
138
New
$4.05K - $4.1K
138 $4.15K
Aug 09, 2023 Q2 2023
Better Money Decisions, LLC

BUY
 -
121
+ 0.91%
$3.55K - $3.59K
13.4K $402K
Jul 18, 2023 Q2 2023
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
111
+ 0.76%
$3.26K - $3.3K
14.7K $441K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
110
New
$3.23K - $3.27K
110 $3.31K
Jul 24, 2023 Q2 2023
Aspire Private Capital, LLC

BUY
 -
110
+ 7.1%
$3.23K - $3.27K
1.66K $49.9K
Aug 08, 2023 Q2 2023
Econ Financial Services Corp

BUY
 -
71
+ 0.19%
$2.08K - $2.11K
36.8K $1.11M
Jul 24, 2023 Q2 2023
Wealthpoint, LLC

BUY
 -
65
+ 0.93%
$1.91K - $1.93K
7.08K $213K
Apr 22, 2024 Q2 2023
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
64
+ 0.13%
$1.88K - $1.9K
49.1K $1.47M

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