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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.45K+ 10.22% |
$76.6K - $76.8K
|
26.5K
$795K
|
|
Nov 03, 2021
Q3 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.41K+ 15.89% |
$75.4K - $75.6K
|
17.6K
$529K
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
2.39K+ 11.32% |
$74.5K - $74.7K
|
23.5K
$705K
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
BUY
|
- |
2.22K+ 3.52% |
$69.5K - $69.6K
|
65.5K
$1.97M
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.13K+ 12.34% |
$66.6K - $66.7K
|
19.4K
$583K
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
2K+ 2.04% |
$62.5K - $62.6K
|
100K
$3.01M
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1.96K+ 0.26% |
$61.1K - $61.2K
|
756K
$22.7M
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.84K+ 3.26% |
$57.5K - $57.6K
|
58.3K
$1.75M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
1.82K+ 454.5% |
$56.8K - $56.9K
|
2.22K
$66.7K
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
1.81K+ 5.52% |
$56.5K - $56.6K
|
34.5K
$1.04M
|
|
Oct 06, 2021
Q3 2021
|
Martin Capital Partners, LLC
|
BUY
|
- |
1.81K+ 1.01% |
$56.5K - $56.6K
|
181K
$5.45M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.8K+ 23.69% |
$56.3K - $56.4K
|
9.41K
$283K
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.72K+ 7.1% |
$53.8K - $53.9K
|
26K
$781K
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.68KNew |
$52.4K - $52.5K
|
1.68K
$50.4K
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.48K+ 10.53% |
$46.1K - $46.2K
|
15.5K
$465K
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.3K+ 0.81% |
$40.7K - $40.8K
|
162K
$4.88M
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.26K+ 2.81% |
$39.4K - $39.5K
|
46.2K
$1.39M
|
|
Oct 07, 2021
Q3 2021
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.15% |
$37.8K - $37.9K
|
57.4K
$1.72M
|
|
Oct 28, 2021
Q3 2021
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.17K+ 0.8% |
$36.6K - $36.7K
|
148K
$4.44M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.15K+ 17.19% |
$36K - $36.1K
|
7.85K
$236K
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.14K+ 1.07% |
$35.7K - $35.8K
|
108K
$3.25M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
BUY
|
- |
1.09K+ 0.93% |
$34.1K - $34.1K
|
118K
$3.54M
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 2.03% |
$33.7K - $33.8K
|
54.3K
$1.63M
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.04K+ 2.56% |
$32.4K - $32.5K
|
41.5K
$1.25M
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
1KNew |
$31.2K - $31.3K
|
1K
$30.1K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
928+ 1.77% |
$29K - $29.1K
|
53.2K
$1.6M
|
|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
917+ 7.63% |
$28.6K - $28.7K
|
12.9K
$389K
|
|
Oct 12, 2021
Q3 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
864+ 3.52% |
$27K - $27.1K
|
25.4K
$764K
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
833+ 5.7% |
$26K - $26.1K
|
15.5K
$464K
|
|
Nov 15, 2021
Q3 2021
|
Dakota Wealth Management
|
BUY
|
- |
808+ 4.52% |
$25.2K - $25.3K
|
18.7K
$561K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
785+ 4.65% |
$24.5K - $24.6K
|
17.7K
$531K
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
771+ 1.75% |
$24.1K - $24.1K
|
44.8K
$1.35M
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
765+ 3.56% |
$23.9K - $24K
|
22.2K
$668K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
673+ 1.9% |
$21K - $21.1K
|
36.1K
$1.08M
|
|
Nov 12, 2021
Q3 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
672+ 0.34% |
$21K - $21K
|
198K
$5.95M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
544+ 0.29% |
$17K - $17K
|
189K
$5.68M
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
541+ 0.81% |
$16.9K - $16.9K
|
67.6K
$2.03M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
440+ 2.66% |
$13.7K - $13.8K
|
17K
$510K
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
437+ 6.42% |
$13.7K - $13.7K
|
7.24K
$218K
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
421+ 5.63% |
$13.2K - $13.2K
|
7.9K
$237K
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
415+ 3.46% |
$13K - $13K
|
12.4K
$372K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
403+ 1.43% |
$12.6K - $12.6K
|
28.6K
$858K
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
398+ 0.79% |
$12.4K - $12.5K
|
50.7K
$1.52M
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
391+ 5.47% |
$12.2K - $12.2K
|
7.54K
$227K
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
390New |
$12.2K - $12.2K
|
390
$11.7K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
371+ 0.15% |
$11.6K - $11.6K
|
255K
$7.65M
|
|
Nov 04, 2021
Q3 2021
|
Compass Financial Group, Inc.
|
BUY
|
- |
307+ 0.09% |
$9.59K - $9.61K
|
339K
$10.2M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
300+ 1.64% |
$9.37K - $9.39K
|
18.6K
$558K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
253+ 0.41% |
$7.9K - $7.92K
|
61.2K
$1.84M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
234+ 0.17% |
$7.31K - $7.33K
|
140K
$4.21M
|