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 15, 2021
Q3 2021
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
228+ 1.13% |
$7.12K - $7.14K
|
20.5K
$615K
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
226+ 3.19% |
$7.06K - $7.08K
|
7.32K
$220K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
215+ 2.57% |
$6.72K - $6.73K
|
8.59K
$258K
|
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
207+ 3.08% |
$6.47K - $6.48K
|
6.92K
$208K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
200+ 95.24% |
$6.25K - $6.26K
|
410
$12.3K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
186+ 0.5% |
$5.81K - $5.82K
|
37.2K
$1.12M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
175New |
$5.47K - $5.48K
|
175
$5.26K
|
|
|
Dec 06, 2021
Q3 2021
|
Fullen Financial Group
|
BUY
|
- |
151+ 0.12% |
$4.72K - $4.73K
|
122K
$3.67M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
129+ 36.03% |
$4.03K - $4.04K
|
487
$14.6K
|
|
|
Aug 23, 2023
Q3 2021
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
94+ 1.31% |
$2.94K - $2.94K
|
7.29K
$219K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
85+ 0.76% |
$2.66K - $2.66K
|
11.3K
$338K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
67+ 0.01% |
$2.09K - $2.1K
|
579K
$17.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
47+ 0.06% |
$1.47K - $1.47K
|
78.4K
$2.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
42+ 0.32% |
$1.31K - $1.32K
|
13.3K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
30+ 1.95% |
$937 - $939
|
1.57K
$47.1K
|
|
|
Jul 29, 2022
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
29+ 0.01% |
$906 - $908
|
451K
$13.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
22New |
$687 - $689
|
22
$661
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
21+ 0.23% |
$656 - $658
|
8.98K
$270K
|
|
|
Oct 25, 2021
Q3 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16+ 0.24% |
$500 - $501
|
6.65K
$200K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
16+ 0.24% |
$500 - $501
|
6.81K
$205K
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
9+ 0.12% |
$281 - $282
|
7.73K
$232K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.18% |
$219 - $219
|
3.82K
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
6+ 0.06% |
$187 - $188
|
10.2K
$305K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$31.2 - $31.3
|
524
$15.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2- 0.38% |
$62.5 - $62.6
|
523
$15.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-16- 0.09% |
$500 - $501
|
17.8K
$535K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-17- 0.7% |
$531 - $532
|
2.4K
$72.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-24- 0.2% |
$750 - $751
|
12.1K
$364K
|
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-31- 0.03% |
$968 - $971
|
118K
$3.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-47- 10.31% |
$1.47K - $1.47K
|
409
$12.3K
|
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-49- 0.36% |
$1.53K - $1.53K
|
13.7K
$412K
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-53Closed |
$1.66K - $1.66K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-69- 3.81% |
$2.16K - $2.16K
|
1.74K
$52.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-73- 13.8% |
$2.28K - $2.29K
|
456
$13.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-86- 0.3% |
$2.69K - $2.69K
|
28.2K
$846K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100Closed |
$3.12K - $3.13K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100- 2.14% |
$3.12K - $3.13K
|
4.57K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103Closed |
$3.22K - $3.22K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-106- 21.2% |
$3.31K - $3.32K
|
394
$11.8K
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-113- 0.3% |
$3.53K - $3.54K
|
37K
$1.11M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-131- 4.58% |
$4.09K - $4.1K
|
2.73K
$82.1K
|
|
|
Oct 25, 2021
Q3 2021
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-139- 2.16% |
$4.34K - $4.35K
|
6.3K
$189K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-149- 13.38% |
$4.65K - $4.67K
|
965
$29K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-149- 13.38% |
$4.65K - $4.67K
|
965
$29K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-159- 4.56% |
$4.97K - $4.98K
|
3.33K
$99.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-165- 1.67% |
$5.15K - $5.17K
|
9.72K
$292K
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-195- 0.36% |
$6.09K - $6.11K
|
54.5K
$1.64M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-209- 1.47% |
$6.53K - $6.54K
|
14K
$421K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-266- 0.18% |
$8.31K - $8.33K
|
148K
$4.44M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-269Closed |
$8.4K - $8.42K
|
0
$0
|