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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-6.82K- 49.18% |
$201K - $203K
|
7.05K
$210K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7KClosed |
$206K - $208K
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-7.11K- 7.19% |
$210K - $211K
|
91.8K
$2.74M
|
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-7.13KClosed |
$210K - $212K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.14K- 8.92% |
$211K - $212K
|
72.9K
$2.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-7.92K- 40.99% |
$234K - $235K
|
11.4K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-7.98K- 2.56% |
$235K - $237K
|
304K
$9.07M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-8.27K- 12.15% |
$244K - $246K
|
59.8K
$1.79M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-8.31K- 15.56% |
$245K - $247K
|
45.1K
$1.35M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-8.53K- 32.07% |
$252K - $253K
|
18.1K
$539K
|
|
|
Dec 13, 2024
Q2 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-8.6K- 12.51% |
$254K - $255K
|
60.2K
$1.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.88K- 54.55% |
$262K - $264K
|
7.4K
$221K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.07K- 25.0% |
$268K - $269K
|
27.2K
$813K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-9.14K- 5.75% |
$270K - $271K
|
150K
$4.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.16K- 12.92% |
$270K - $272K
|
61.8K
$1.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.27K- 7.82% |
$274K - $275K
|
109K
$3.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-9.68K- 8.05% |
$286K - $287K
|
111K
$3.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-10.6K- 23.65% |
$312K - $314K
|
34.2K
$1.02M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-11K- 8.61% |
$323K - $326K
|
116K
$3.47M
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11.1K- 2.01% |
$329K - $331K
|
544K
$16.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.5K- 0.9% |
$339K - $341K
|
1.26M
$37.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-12.9K- 1.9% |
$380K - $382K
|
666K
$19.9M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 41.35% |
$382K - $385K
|
18.4K
$549K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-13.5K- 6.8% |
$398K - $400K
|
185K
$5.52M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-14.6K- 4.49% |
$432K - $435K
|
311K
$9.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.8K- 26.01% |
$435K - $438K
|
42K
$1.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-15.7K- 58.68% |
$465K - $468K
|
11.1K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-16.6K- 52.68% |
$489K - $493K
|
14.9K
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-16.8K- 25.83% |
$495K - $499K
|
48.2K
$1.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16.8K- 41.97% |
$497K - $500K
|
23.3K
$695K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-18.5K- 50.45% |
$546K - $550K
|
18.2K
$543K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.8K- 3.32% |
$556K - $559K
|
548K
$16.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-19.3K- 5.74% |
$570K - $574K
|
317K
$9.48M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-20.2K- 3.21% |
$597K - $601K
|
609K
$18.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-21.5K- 25.01% |
$635K - $639K
|
64.5K
$1.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-21.5K- 19.69% |
$635K - $639K
|
87.8K
$2.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.9K- 71.98% |
$646K - $650K
|
8.52K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-22.1K- 16.99% |
$654K - $658K
|
108K
$3.23M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-22.4K- 11.51% |
$662K - $666K
|
172K
$5.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
SELL
|
- |
-23.5K- 11.9% |
$692K - $697K
|
174K
$5.18M
|
|
|
Aug 14, 2024
Q2 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-23.8K- 42.65% |
$702K - $707K
|
32K
$956K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-24.5K- 20.27% |
$722K - $726K
|
96.2K
$2.87M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-25K- 13.48% |
$737K - $742K
|
160K
$4.79M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-27.3K- 17.49% |
$805K - $810K
|
129K
$3.84M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-27.7K- 34.23% |
$817K - $822K
|
53.2K
$1.59M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.6K- 49.87% |
$845K - $851K
|
28.8K
$860K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-28.7K- 12.62% |
$846K - $852K
|
199K
$5.93M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-30.5K- 1.89% |
$900K - $906K
|
1.59M
$47.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-32K- 5.54% |
$943K - $949K
|
545K
$16.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32K- 21.27% |
$944K - $950K
|
118K
$3.54M
|