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 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-2.74K- 2.09% |
$85.7K - $85.9K
|
128K
$3.85M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-3.02K- 20.32% |
$94.3K - $94.6K
|
11.8K
$356K
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-3.03KClosed |
$94.5K - $94.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.09K- 73.41% |
$96.6K - $96.8K
|
1.12K
$33.7K
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.5K- 8.76% |
$109K - $110K
|
36.4K
$1.1M
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-3.93K- 18.54% |
$123K - $123K
|
17.3K
$519K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.46K- 7.6% |
$139K - $140K
|
54.2K
$1.63M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
SELL
|
- |
-4.46K- 17.07% |
$139K - $140K
|
21.7K
$652K
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-4.55K- 10.76% |
$142K - $142K
|
37.8K
$1.13M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
SELL
|
- |
-5.41K- 5.3% |
$169K - $170K
|
96.8K
$2.91M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.67K- 4.15% |
$177K - $177K
|
131K
$3.93M
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.92K- 34.56% |
$185K - $185K
|
11.2K
$337K
|
|
Oct 14, 2021
Q3 2021
|
Manning & Napier Group, LLC
|
SELL
|
- |
-6.04K- 0.75% |
$189K - $189K
|
801K
$24.1M
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.07KClosed |
$190K - $190K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-6.17K- 96.25% |
$193K - $193K
|
240
$7.21K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-6.29K- 43.87% |
$196K - $197K
|
8.04K
$242K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-6.51KClosed |
$203K - $204K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.67KClosed |
$208K - $209K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-6.67KClosed |
$208K - $209K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.67KClosed |
$208K - $209K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.25KClosed |
$226K - $227K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-7.41KClosed |
$231K - $232K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-7.5K- 64.05% |
$234K - $235K
|
4.21K
$127K
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-7.79KClosed |
$243K - $244K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-7.81K- 3.28% |
$244K - $244K
|
230K
$6.92M
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-7.98KClosed |
$249K - $250K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8K- 29.85% |
$250K - $251K
|
18.8K
$565K
|
|
Oct 12, 2021
Q3 2021
|
Matthew Goff Investment Advisor, LLC
|
SELL
|
- |
-8.12KClosed |
$254K - $254K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-8.13K- 11.55% |
$254K - $254K
|
62.2K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-8.26K- 28.34% |
$258K - $259K
|
20.9K
$628K
|
|
Oct 15, 2021
Q3 2021
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-9.4KClosed |
$294K - $294K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-9.64KClosed |
$301K - $302K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.71KClosed |
$303K - $304K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-10K- 5.54% |
$312K - $313K
|
170K
$5.12M
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-10KClosed |
$312K - $313K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Capital Insight Partners, LLC
|
SELL
|
- |
-10.1K- 10.84% |
$317K - $318K
|
83.4K
$2.51M
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-10.4K- 96.49% |
$324K - $325K
|
378
$11.4K
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10.6K- 4.0% |
$332K - $333K
|
255K
$7.66M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11K- 1.88% |
$345K - $346K
|
575K
$17.3M
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-11.1KClosed |
$347K - $348K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-11.5K- 11.77% |
$359K - $360K
|
86.2K
$2.59M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-11.9K- 8.97% |
$372K - $373K
|
121K
$3.63M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.2K- 45.21% |
$380K - $381K
|
14.7K
$443K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-12.3KClosed |
$383K - $384K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-12.9K- 54.11% |
$403K - $404K
|
10.9K
$329K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-14.6KClosed |
$456K - $457K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-15.1KClosed |
$471K - $472K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.1K- 74.46% |
$473K - $474K
|
5.19K
$156K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-15.8K- 28.6% |
$492K - $493K
|
39.3K
$1.18M
|
|
Nov 08, 2021
Q3 2021
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-17K- 1.33% |
$530K - $531K
|
1.26M
$37.9M
|