Purchases and Sales Made in Q2 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2024. 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 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
12.4KNew |
$365K - $367K
|
12.4K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.8KNew |
$347K - $349K
|
11.8K
$351K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11.4K+ 22.13% |
$337K - $339K
|
63K
$1.88M
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
11.3KNew |
$332K - $334K
|
11.3K
$336K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
11.1K+ 42.8% |
$328K - $330K
|
37.1K
$1.11M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.88KNew |
$291K - $293K
|
9.88K
$295K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.57K+ 9.34% |
$282K - $284K
|
112K
$3.34M
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.45KNew |
$279K - $281K
|
9.45K
$282K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
9.14KNew |
$270K - $271K
|
9.14K
$273K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
9.04K+ 9.29% |
$267K - $268K
|
106K
$3.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
BUY
|
- |
8.74K+ 3.23% |
$258K - $259K
|
279K
$8.33M
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.68KNew |
$256K - $258K
|
8.68K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.05KNew |
$238K - $239K
|
8.05K
$240K
|
|
|
Aug 01, 2024
Q2 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
7.97KNew |
$235K - $237K
|
7.97K
$238K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
7.84K+ 29.31% |
$231K - $233K
|
34.6K
$1.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.76KNew |
$229K - $230K
|
7.76K
$232K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.75KNew |
$229K - $230K
|
7.75K
$232K
|
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
7.51K+ 18.85% |
$222K - $223K
|
47.3K
$1.41M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.49K+ 6.61% |
$221K - $223K
|
121K
$3.61M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
7.44K+ 24.45% |
$220K - $221K
|
37.9K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.21KNew |
$213K - $214K
|
7.21K
$215K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
7.1K+ 834.94% |
$209K - $211K
|
7.95K
$237K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6.96K+ 2.6% |
$205K - $207K
|
275K
$8.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
6.74KNew |
$199K - $200K
|
6.74K
$201K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.41K+ 0.71% |
$189K - $190K
|
903K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
6.38K+ 1.87% |
$188K - $189K
|
347K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.31K+ 2.38% |
$186K - $187K
|
271K
$8.1M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.11K+ 45.79% |
$180K - $181K
|
19.5K
$581K
|
|
|
Jul 17, 2024
Q2 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.59K+ 12.22% |
$165K - $166K
|
51.4K
$1.53M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.9KNew |
$145K - $146K
|
4.9K
$146K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.86K+ 20.01% |
$144K - $144K
|
29.2K
$871K
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.82K+ 50.57% |
$142K - $143K
|
14.4K
$429K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.43KNew |
$131K - $132K
|
4.43K
$132K
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.33K+ 3.55% |
$128K - $129K
|
126K
$3.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.9K+ 2.33% |
$115K - $116K
|
171K
$5.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.87K+ 4.2% |
$114K - $115K
|
96K
$2.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.69K+ 3.76% |
$109K - $109K
|
102K
$3.04M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
3.67K+ 36.4% |
$108K - $109K
|
13.8K
$411K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.66K+ 10.03% |
$108K - $109K
|
40.2K
$1.2M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.57K+ 3.53% |
$105K - $106K
|
105K
$3.13M
|
|
|
Dec 10, 2024
Q2 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
3.39K+ 4.01% |
$100K - $101K
|
88.1K
$2.63M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
3.33KNew |
$98.4K - $99K
|
3.33K
$99.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
3.29K+ 0.5% |
$97K - $97.6K
|
656K
$19.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.24KNew |
$95.5K - $96.1K
|
3.24K
$96.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.19K+ 10.85% |
$94K - $94.7K
|
32.6K
$972K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
3.15K+ 11.45% |
$93K - $93.6K
|
30.7K
$916K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.1K+ 8.87% |
$91.6K - $92.2K
|
38.1K
$1.14M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.09K+ 5.75% |
$91.1K - $91.7K
|
56.8K
$1.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
BUY
|
- |
2.92K+ 9.71% |
$86.3K - $86.8K
|
33K
$986K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.91K+ 593.06% |
$85.8K - $86.3K
|
3.4K
$101K
|