Purchases and Sales Made in Q3 2021 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
13.9K+ 17.09% |
$436K - $437K
|
95.6K
$2.87M
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
13.4K+ 3.95% |
$420K - $421K
|
354K
$10.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
13.3K+ 5.24% |
$416K - $416K
|
267K
$8.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
13.3K+ 89.25% |
$415K - $416K
|
28.2K
$847K
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
11.7K+ 3099.74% |
$366K - $367K
|
12.1K
$363K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
11.4K+ 22.44% |
$357K - $357K
|
62.3K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
11.1K+ 10.5% |
$348K - $349K
|
117K
$3.52M
|
|
|
Oct 02, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
10.4KNew |
$326K - $327K
|
10.4K
$313K
|
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
10.2K+ 7.66% |
$317K - $318K
|
143K
$4.29M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.9K+ 7.24% |
$309K - $310K
|
147K
$4.41M
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
9.53K+ 7.85% |
$298K - $298K
|
131K
$3.94M
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
9.42K+ 7.65% |
$294K - $295K
|
132K
$3.98M
|
|
|
Nov 02, 2021
Q3 2021
|
Aegon Usa Investment Management, LLC
|
BUY
|
- |
9.4KNew |
$294K - $294K
|
9.4K
$282K
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.99K+ 5.35% |
$281K - $281K
|
177K
$5.32M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.64KNew |
$270K - $271K
|
8.64K
$260K
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
8.5KNew |
$266K - $266K
|
8.5K
$255K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.05K+ 8.18% |
$251K - $252K
|
106K
$3.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
8.01K+ 5.52% |
$250K - $251K
|
153K
$4.6M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
7.29K+ 7.99% |
$228K - $228K
|
98.5K
$2.96M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.16K+ 26.59% |
$224K - $224K
|
34.1K
$1.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
6.99K+ 88.05% |
$218K - $219K
|
14.9K
$448K
|
|
|
Oct 26, 2021
Q3 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
6.83KNew |
$213K - $214K
|
6.83K
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
BUY
|
- |
6.77K+ 18.89% |
$211K - $212K
|
42.6K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
6.75KNew |
$211K - $211K
|
6.75K
$203K
|
|
|
Oct 22, 2021
Q3 2021
|
Echo Wealth Management, LLC
|
BUY
|
- |
6.53K+ 11.85% |
$204K - $204K
|
61.6K
$1.85M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.3K+ 43.87% |
$197K - $197K
|
20.7K
$621K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.97K+ 2.16% |
$186K - $187K
|
282K
$8.46M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.88K+ 25.54% |
$184K - $184K
|
28.9K
$868K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.72K+ 5.32% |
$179K - $179K
|
113K
$3.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.36K+ 34.45% |
$167K - $168K
|
20.9K
$628K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
5.27K+ 4.73% |
$164K - $165K
|
116K
$3.5M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
4.92K+ 8.43% |
$154K - $154K
|
63.4K
$1.9M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
4.69K+ 3.87% |
$146K - $147K
|
126K
$3.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
4.51K+ 10.51% |
$141K - $141K
|
47.4K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
4.5K+ 2.87% |
$141K - $141K
|
162K
$4.85M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
4.33K+ 15.99% |
$135K - $136K
|
31.4K
$944K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.31KNew |
$134K - $135K
|
4.31K
$129K
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.28K+ 15.87% |
$134K - $134K
|
31.2K
$939K
|
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
4.13K+ 1.94% |
$129K - $129K
|
217K
$6.52M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.02K+ 6.81% |
$126K - $126K
|
63K
$1.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
3.82K+ 2.36% |
$119K - $119K
|
165K
$4.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.75K+ 32.76% |
$117K - $118K
|
15.2K
$457K
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3.74KNew |
$117K - $117K
|
3.74K
$112K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.52K+ 2.03% |
$110K - $110K
|
177K
$5.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.35K+ 2.36% |
$105K - $105K
|
145K
$4.37M
|
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
3.13K+ 1.99% |
$97.9K - $98.1K
|
160K
$4.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.04K+ 39.51% |
$95.1K - $95.3K
|
10.7K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.88K+ 17.07% |
$89.8K - $90K
|
19.7K
$593K
|
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.69K+ 11.77% |
$84K - $84.2K
|
25.6K
$768K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.53K+ 7.28% |
$79K - $79.2K
|
37.3K
$1.12M
|