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 18, 2023 Q2 2023
Cadent Capital Advisors, LLC

BUY
 -
63
+ 0.92%
$1.85K - $1.87K
6.91K $208K
Jul 20, 2023 Q2 2023
Global Retirement Partners, LLC

BUY
 -
53
+ 0.43%
$1.56K - $1.57K
12.5K $375K
Jul 24, 2023 Q2 2023
Diligent Investors, LLC

BUY
 -
31
+ 0.2%
$910 - $921
15.9K $477K
Aug 16, 2023 Q2 2023
Td Capital Management LLC

Memphis, TN
BUY
 -
19
+ 0.94%
$558 - $564
2.05K $61.5K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
18
+ 0.91%
$528 - $535
1.99K $59.9K
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
14
New
$411 - $416
14 $421
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
8
+ 0.09%
$235 - $238
8.83K $265K
Aug 14, 2023 Q2 2023
Redwood Financial Network Corp

BUY
 -
7
+ 0.08%
$206 - $208
8.7K $262K
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
5
+ 250.0%
$147 - $149
7 $210
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
5
+ 1.07%
$147 - $149
474 $14.2K
Jul 14, 2023 Q2 2023
Wealthstar Advisors, LLC

Plano, TX
SELL
 -
-27
- 0.08%
$793 - $802
34.5K $1.04M
Aug 09, 2023 Q2 2023
Charles Schwab Investment Advisory, Inc.

San Francisco, CA
SELL
 -
-35
- 0.35%
$1.03K - $1.04K
9.94K $299K
Feb 13, 2025 Q2 2023
Nfp Retirement, Inc.

Aliso Viejo, CA
SELL
 -
-36
- 0.16%
$1.06K - $1.07K
22.1K $665K
Jul 17, 2023 Q2 2023
Sns Financial Group, LLC

SELL
 -
-42
- 0.29%
$1.23K - $1.25K
14.2K $427K
Jul 24, 2023 Q2 2023
Augustine Asset Management Inc

SELL
 -
-45
- 0.61%
$1.32K - $1.34K
7.29K $219K
Jul 31, 2023 Q2 2023
Greenwich Wealth Management LLC

Greenwich, CT
SELL
 -
-50
- 0.22%
$1.47K - $1.49K
22.3K $670K
Aug 11, 2023 Q2 2023
River Glades Family Offices LLC

Naples, FL
SELL
 -
-55
- 0.11%
$1.61K - $1.63K
50.6K $1.52M
Aug 11, 2023 Q2 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
SELL
 -
-56
- 0.42%
$1.64K - $1.66K
13.2K $396K
Aug 08, 2023 Q2 2023
Winch Advisory Services, LLC

Appleton, WI
SELL
 -
-59
- 4.13%
$1.73K - $1.75K
1.37K $41.1K
Jul 27, 2023 Q2 2023
Capstone Wealth Management Group, LLC

Clarks Green, PA
SELL
 -
-83
- 1.15%
$2.44K - $2.47K
7.11K $214K
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

SELL
 -
-169
- 0.89%
$4.96K - $5.02K
18.8K $565K
Jul 12, 2023 Q2 2023
Wbh Advisory Inc

SELL
 -
-171
- 1.36%
$5.02K - $5.08K
12.4K $374K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
SELL
 -
-174
- 0.36%
$5.11K - $5.17K
48.7K $1.46M
Aug 14, 2023 Q2 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-180
- 2.0%
$5.28K - $5.35K
8.81K $265K
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

SELL
 -
-190
- 0.71%
$5.58K - $5.64K
26.7K $803K
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

SELL
 -
-200
- 1.09%
$5.87K - $5.94K
18.1K $544K
Aug 08, 2023 Q2 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-215
- 0.62%
$6.31K - $6.39K
34.4K $1.03M
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
SELL
 -
-223
- 15.36%
$6.55K - $6.62K
1.23K $36.9K
Aug 09, 2023 Q2 2023
Roundview Capital LLC

Princeton, NJ
SELL
 -
-231
- 0.34%
$6.78K - $6.86K
66.8K $2.01M
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

SELL
 -
-254
- 33.47%
$7.46K - $7.54K
505 $15.2K
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
SELL
 -
-295
- 3.12%
$8.66K - $8.76K
9.17K $276K
Jul 31, 2023 Q2 2023
Brown Advisory Inc

SELL
 -
-338
- 1.75%
$9.92K - $10K
19K $571K
Jul 27, 2023 Q2 2023
Laraway Financial Advisors Inc

Saint Cloud, MN
SELL
 -
-352
- 0.46%
$10.3K - $10.5K
76.8K $2.31M
Apr 04, 2024 Q2 2023
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-440
Closed
$12.9K - $13.1K
0 $0
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

SELL
 -
-477
- 1.86%
$14K - $14.2K
25.2K $756K
Jul 20, 2023 Q2 2023
Rockwood Wealth Management, LLC

New Hope, PA
SELL
 -
-493
- 0.63%
$14.5K - $14.6K
77.4K $2.32M
Aug 09, 2023 Q2 2023
Spire Wealth Management

SELL
 -
-495
- 29.15%
$14.5K - $14.7K
1.2K $36.2K
Aug 10, 2023 Q2 2023
Penobscot Investment Management Company, Inc.

Boston, MA
SELL
 -
-550
- 0.99%
$16.1K - $16.3K
55.1K $1.66M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
SELL
 -
-588
- 3.28%
$17.3K - $17.5K
17.3K $520K
Jul 26, 2023 Q2 2023
High Mark Wealth Management LLC

SELL
 -
-673
- 73.55%
$19.8K - $20K
242 $7.27K
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

SELL
 -
-695
- 4.04%
$20.4K - $20.6K
16.5K $497K
Aug 15, 2023 Q2 2023
Retirement Group, LLC

SELL
 -
-696
- 14.37%
$20.4K - $20.7K
4.15K $125K
May 15, 2024 Q2 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-766
- 2.03%
$22.5K - $22.8K
37K $1.11M
Aug 14, 2023 Q2 2023
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-768
- 1.03%
$22.5K - $22.8K
73.8K $2.22M
Aug 03, 2023 Q2 2023
Hunter Associates Investment Management LLC

Pittsburgh, PA
SELL
 -
-785
- 7.98%
$23K - $23.3K
9.05K $272K
Jul 13, 2023 Q2 2023
Patriot Investment Management Inc.

SELL
 -
-886
- 0.91%
$26K - $26.3K
96.7K $2.91M
Jul 24, 2023 Q2 2023
Meitav Dash Investments LTD

SELL
 -
-900
- 10.41%
$26.4K - $26.7K
7.75K $233K
Jul 14, 2023 Q2 2023
Clear Creek Financial Management, LLC

SELL
 -
-902
- 1.59%
$26.5K - $26.8K
55.7K $1.67M
Aug 11, 2023 Q2 2023
Relative Value Partners Group, LLC

Northbrook, IL
SELL
 -
-908
- 0.07%
$26.7K - $27K
1.22M $36.6M

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