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 |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-910- 4.68% |
$26.7K - $27K
|
18.5K
$557K
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-913- 6.66% |
$26.8K - $27.1K
|
12.8K
$384K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-953- 7.45% |
$28K - $28.3K
|
11.8K
$356K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.07K- 0.83% |
$31.4K - $31.8K
|
127K
$3.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.11K- 8.12% |
$32.5K - $32.9K
|
12.5K
$376K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.18K- 0.18% |
$34.6K - $35K
|
670K
$20.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.33K- 1.81% |
$39K - $39.5K
|
72.3K
$2.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.34K- 67.0% |
$39.5K - $39.9K
|
662
$19.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 12.37% |
$39.9K - $40.4K
|
9.63K
$289K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.37K- 0.88% |
$40.3K - $40.8K
|
155K
$4.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.38K- 61.76% |
$40.5K - $41K
|
855
$25.7K
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.4K- 5.86% |
$41K - $41.4K
|
22.4K
$673K
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.42K- 0.99% |
$41.8K - $42.3K
|
142K
$4.28M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.42K- 4.02% |
$41.8K - $42.3K
|
34K
$1.02M
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-1.47K- 17.25% |
$43.2K - $43.7K
|
7.06K
$212K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.5K- 16.34% |
$44K - $44.6K
|
7.68K
$231K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.5K- 1.0% |
$44.2K - $44.7K
|
149K
$4.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 56.11% |
$45K - $45.6K
|
1.2K
$36.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.59K- 1.24% |
$46.7K - $47.2K
|
127K
$3.81M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.68K- 10.14% |
$49.4K - $50K
|
14.9K
$448K
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.69K- 2.94% |
$49.5K - $50.1K
|
55.7K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.71K- 25.5% |
$50.2K - $50.8K
|
5K
$150K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.75K- 7.5% |
$51.2K - $51.8K
|
21.5K
$647K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.82K- 1.47% |
$53.3K - $53.9K
|
121K
$3.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.84K- 1.29% |
$53.9K - $54.6K
|
140K
$4.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.86K- 5.71% |
$54.6K - $55.3K
|
30.7K
$923K
|
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
SELL
|
- |
-1.93K- 2.62% |
$56.5K - $57.2K
|
71.5K
$2.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.96K- 16.32% |
$57.5K - $58.1K
|
10K
$301K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.96K- 2.43% |
$57.6K - $58.3K
|
78.8K
$2.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.04K- 0.66% |
$59.8K - $60.5K
|
305K
$9.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Echo Wealth Management, LLC
|
SELL
|
- |
-2.07K- 5.16% |
$60.8K - $61.5K
|
38.1K
$1.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-2.11K- 3.3% |
$61.8K - $62.5K
|
61.7K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-2.14K- 25.33% |
$62.8K - $63.5K
|
6.31K
$190K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.2K- 57.95% |
$64.7K - $65.4K
|
1.6K
$48K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.24K- 69.82% |
$65.9K - $66.6K
|
970
$29.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.36K- 8.6% |
$69.4K - $70.2K
|
25.1K
$755K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2.37K- 4.02% |
$69.7K - $70.5K
|
56.7K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.38K- 0.76% |
$69.9K - $70.7K
|
310K
$9.31M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-2.39K- 2.6% |
$70.2K - $71K
|
89.4K
$2.69M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-2.4K- 3.96% |
$70.5K - $71.3K
|
58.3K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
SELL
|
- |
-2.47K- 1.16% |
$72.5K - $73.3K
|
210K
$6.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-2.52K- 10.48% |
$73.9K - $74.7K
|
21.5K
$646K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.6K- 49.23% |
$76.3K - $77.2K
|
2.68K
$80.5K
|
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.66K- 3.22% |
$78K - $78.9K
|
79.8K
$2.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.66K- 3.22% |
$78K - $78.9K
|
79.8K
$2.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-2.7K- 0.85% |
$79.3K - $80.2K
|
314K
$9.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 9.47% |
$79.4K - $80.3K
|
25.8K
$776K
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.75K- 2.54% |
$80.8K - $81.7K
|
106K
$3.17M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.76K- 8.1% |
$81K - $81.9K
|
31.3K
$941K
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.83K- 6.18% |
$83.1K - $84.1K
|
43K
$1.29M
|