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 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-33.6K- 8.7% |
$991K - $997K
|
352K
$10.5M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-34.3K- 24.03% |
$1.01M - $1.02M
|
108K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-40.2K- 82.16% |
$1.19M - $1.19M
|
8.73K
$261K
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-46.5K- 50.82% |
$1.37M - $1.38M
|
45K
$1.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-46.7K- 74.47% |
$1.38M - $1.39M
|
16K
$478K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-52.5K- 81.31% |
$1.55M - $1.56M
|
12.1K
$360K
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-56.8K- 31.9% |
$1.68M - $1.69M
|
121K
$3.62M
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-58.1K- 12.34% |
$1.71M - $1.73M
|
413K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-59K- 54.77% |
$1.74M - $1.75M
|
48.8K
$1.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-59.2K- 50.89% |
$1.75M - $1.76M
|
57.2K
$1.71M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-61K- 11.18% |
$1.8M - $1.81M
|
485K
$14.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-61K- 23.27% |
$1.8M - $1.81M
|
201K
$6.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-62.7K- 70.02% |
$1.85M - $1.86M
|
26.8K
$802K
|
|
|
Aug 09, 2024
Q2 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-63.5K- 41.87% |
$1.88M - $1.89M
|
88.2K
$2.63M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-64.1K- 22.12% |
$1.89M - $1.9M
|
226K
$6.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-70.9K- 20.96% |
$2.09M - $2.11M
|
268K
$7.99M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-80.8K- 92.65% |
$2.38M - $2.4M
|
6.41K
$191K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82.6K- 5.13% |
$2.44M - $2.45M
|
1.53M
$45.6M
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-83.6K- 91.34% |
$2.47M - $2.48M
|
7.93K
$237K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-92.5K- 81.88% |
$2.73M - $2.75M
|
20.5K
$611K
|
|
|
Jul 10, 2024
Q2 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-123K- 86.01% |
$3.62M - $3.64M
|
20K
$596K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-123K- 82.21% |
$3.62M - $3.64M
|
26.6K
$793K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-130K- 27.13% |
$3.84M - $3.87M
|
350K
$10.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-133K- 21.11% |
$3.92M - $3.95M
|
496K
$14.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-134K- 12.92% |
$3.94M - $3.97M
|
900K
$26.9M
|
|
|
Oct 23, 2024
Q2 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-135K- 31.7% |
$3.99M - $4.02M
|
291K
$8.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-153K- 40.15% |
$4.5M - $4.53M
|
227K
$6.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-155K- 14.32% |
$4.58M - $4.61M
|
929K
$27.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-155K- 2.94% |
$4.58M - $4.61M
|
5.13M
$153M
|
|
|
Jul 02, 2024
Q2 2024
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-157K- 24.38% |
$4.64M - $4.67M
|
488K
$14.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-162K- 6.83% |
$4.77M - $4.8M
|
2.21M
$65.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-164K- 57.28% |
$4.84M - $4.87M
|
122K
$3.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-169K- 14.88% |
$4.98M - $5.01M
|
965K
$28.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-195K- 9.64% |
$5.76M - $5.8M
|
1.83M
$54.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-223K- 18.72% |
$6.58M - $6.62M
|
968K
$28.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-313K- 79.68% |
$9.24M - $9.29M
|
79.8K
$2.38M
|
|
|
Jul 11, 2024
Q2 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-403K- 86.86% |
$11.9M - $12M
|
60.9K
$1.82M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-444K- 10.58% |
$13.1M - $13.2M
|
3.76M
$112M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-584K- 96.62% |
$17.2M - $17.3M
|
20.4K
$609K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-709K- 55.56% |
$20.9M - $21.1M
|
567K
$16.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-839K- 46.32% |
$24.8M - $24.9M
|
972K
$29M
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.25M- 6.56% |
$37M - $37.2M
|
17.9M
$533M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.2M- 38.62% |
$332M - $334M
|
17.9M
$533M
|