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 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.6K- 7.12% |
$400K - $404K
|
178K
$5.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-14.1K- 27.61% |
$413K - $418K
|
36.9K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14.3K- 13.22% |
$420K - $425K
|
94K
$2.82M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-14.6K- 5.5% |
$429K - $434K
|
251K
$7.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-15.4K- 2.34% |
$452K - $457K
|
643K
$19.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-16.2K- 6.34% |
$477K - $482K
|
240K
$7.21M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-16.2K- 2.25% |
$477K - $482K
|
706K
$21.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-16.3K- 9.19% |
$479K - $484K
|
161K
$4.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-16.4K- 15.34% |
$481K - $487K
|
90.5K
$2.72M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-16.7K- 14.59% |
$491K - $497K
|
97.9K
$2.94M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-16.8K- 7.7% |
$493K - $499K
|
201K
$6.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-17.8K- 8.23% |
$521K - $527K
|
198K
$5.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-19K- 42.76% |
$557K - $564K
|
25.4K
$764K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-19.5K- 35.51% |
$571K - $578K
|
35.4K
$1.06M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.9K- 3.12% |
$585K - $592K
|
619K
$18.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-20K- 57.14% |
$587K - $594K
|
15K
$451K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-20.6K- 6.33% |
$604K - $611K
|
304K
$9.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-21.5K- 49.53% |
$631K - $638K
|
21.9K
$658K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-22.5K- 2.7% |
$659K - $667K
|
809K
$24.3M
|
|
|
Aug 14, 2023
Q2 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-23.3K- 31.34% |
$683K - $691K
|
51K
$1.53M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-23.4K- 6.97% |
$687K - $695K
|
312K
$9.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23.6K- 9.3% |
$693K - $701K
|
230K
$6.91M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-24.2K- 38.22% |
$711K - $719K
|
39.1K
$1.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-24.8K- 22.21% |
$727K - $736K
|
86.8K
$2.61M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-26.5K- 15.5% |
$777K - $786K
|
144K
$4.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-26.8K- 4.36% |
$788K - $797K
|
589K
$17.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-28.2K- 27.36% |
$829K - $839K
|
75K
$2.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30.7K- 1.45% |
$901K - $911K
|
2.09M
$62.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-30.9K- 6.33% |
$908K - $919K
|
458K
$13.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-32.5K- 74.17% |
$954K - $965K
|
11.3K
$340K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-32.9K- 6.37% |
$967K - $979K
|
485K
$14.6M
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-34.1K- 18.9% |
$1M - $1.01M
|
146K
$4.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-35.1K- 2.16% |
$1.03M - $1.04M
|
1.59M
$47.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-35.3K- 70.62% |
$1.04M - $1.05M
|
14.7K
$441K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-35.4K- 27.67% |
$1.04M - $1.05M
|
92.4K
$2.78M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-37K- 21.37% |
$1.09M - $1.1M
|
136K
$4.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-38.5K- 98.74% |
$1.13M - $1.14M
|
490
$14.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-40K- 8.24% |
$1.17M - $1.19M
|
445K
$13.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-42.3K- 35.03% |
$1.24M - $1.26M
|
78.4K
$2.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-45.1K- 99.1% |
$1.32M - $1.34M
|
408
$12.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-49.1K- 76.13% |
$1.44M - $1.46M
|
15.4K
$462K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-51.9K- 27.39% |
$1.52M - $1.54M
|
138K
$4.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-53.4K- 4.77% |
$1.57M - $1.59M
|
1.07M
$32M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-60.4K- 32.47% |
$1.77M - $1.79M
|
126K
$3.77M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-61.3K- 8.72% |
$1.8M - $1.82M
|
642K
$19.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-61.9K- 50.65% |
$1.82M - $1.84M
|
60.3K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-62.9K- 20.83% |
$1.85M - $1.87M
|
239K
$7.18M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-67.1K- 46.17% |
$1.97M - $1.99M
|
78.3K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-68.4K- 65.16% |
$2.01M - $2.03M
|
36.5K
$1.1M
|
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-71.2K- 56.06% |
$2.09M - $2.11M
|
55.8K
$1.68M
|