Purchases and Sales Made in Q4 2020 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.56K- 15.74% |
$143K - $143K
|
24.4K
$734K
|
|
Feb 08, 2021
Q4 2020
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-4.95K- 9.83% |
$155K - $156K
|
45.4K
$1.37M
|
|
Feb 01, 2021
Q4 2020
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.12K- 17.39% |
$160K - $161K
|
24.3K
$731K
|
|
Feb 16, 2021
Q4 2020
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-5.26K- 8.78% |
$165K - $165K
|
54.7K
$1.64M
|
|
Jan 06, 2021
Q4 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-5.65K- 18.13% |
$177K - $177K
|
25.5K
$767K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.82K- 2.17% |
$182K - $183K
|
262K
$7.88M
|
|
Feb 11, 2021
Q4 2020
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.87K- 22.78% |
$184K - $184K
|
19.9K
$598K
|
|
Feb 12, 2021
Q4 2020
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.54K- 4.7% |
$205K - $206K
|
133K
$3.98M
|
|
Jan 19, 2021
Q4 2020
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-6.58K- 30.08% |
$206K - $207K
|
15.3K
$460K
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-7.22KClosed |
$226K - $227K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-7.58KClosed |
$237K - $238K
|
0
$0
|
|
Feb 17, 2021
Q4 2020
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-7.82K- 24.78% |
$245K - $246K
|
23.7K
$713K
|
|
Jan 21, 2021
Q4 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-7.82KClosed |
$245K - $246K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Comerica Bank
|
SELL
|
- |
-7.93KClosed |
$248K - $249K
|
0
$0
|
|
Feb 02, 2021
Q4 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-8.01KClosed |
$251K - $252K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-8.1KClosed |
$254K - $255K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Gemmer Asset Management LLC
|
SELL
|
- |
-8.23K- 1.73% |
$258K - $259K
|
467K
$14M
|
|
Feb 09, 2021
Q4 2020
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-8.51K- 24.05% |
$266K - $267K
|
26.9K
$807K
|
|
Jan 26, 2021
Q4 2020
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-9.88KClosed |
$309K - $310K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-10K- 33.12% |
$314K - $315K
|
20.2K
$608K
|
|
Jan 20, 2021
Q4 2020
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10.2KClosed |
$321K - $322K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-10.5K- 0.31% |
$330K - $331K
|
3.38M
$102M
|
|
Jan 08, 2021
Q4 2020
|
Gradient Investments LLC
|
SELL
|
- |
-10.7K- 0.65% |
$335K - $336K
|
1.63M
$48.9M
|
|
Feb 04, 2021
Q4 2020
|
Atwood & Palmer Inc
|
SELL
|
- |
-10.7K- 69.39% |
$335K - $337K
|
4.73K
$142K
|
|
Feb 02, 2021
Q4 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-10.7K- 19.98% |
$335K - $337K
|
42.9K
$1.29M
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
SELL
|
- |
-11.2K- 10.38% |
$351K - $352K
|
96.8K
$2.91M
|
|
Jan 28, 2021
Q4 2020
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-11.7K- 16.18% |
$368K - $369K
|
60.8K
$1.83M
|
|
Feb 02, 2021
Q4 2020
|
Goodman Financial Corp
Houston, TX |
SELL
|
- |
-12.6K- 45.63% |
$396K - $397K
|
15.1K
$452K
|
|
Feb 05, 2021
Q4 2020
|
Rda Financial Network
|
SELL
|
- |
-13KClosed |
$408K - $409K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-13.4K- 9.56% |
$421K - $422K
|
127K
$3.82M
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.8KClosed |
$433K - $435K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13.9K- 8.16% |
$435K - $436K
|
156K
$4.7M
|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13.9KClosed |
$436K - $438K
|
0
$0
|
|
Sep 20, 2021
Q4 2020
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-15.5K- 1.26% |
$484K - $486K
|
1.21M
$36.4M
|
|
Feb 16, 2021
Q4 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-16.5K- 5.48% |
$517K - $519K
|
285K
$8.57M
|
|
Feb 12, 2021
Q4 2020
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-17K- 2.0% |
$533K - $535K
|
832K
$25M
|
|
Feb 05, 2021
Q4 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-17.3K- 22.82% |
$543K - $545K
|
58.7K
$1.76M
|
|
Feb 16, 2021
Q4 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-17.4K- 71.5% |
$545K - $547K
|
6.94K
$209K
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-17.7KClosed |
$553K - $555K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Hnp Capital LLC
|
SELL
|
- |
-18.2K- 12.26% |
$571K - $573K
|
130K
$3.92M
|
|
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-18.4K- 62.72% |
$577K - $579K
|
10.9K
$329K
|
|
Feb 02, 2021
Q4 2020
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-18.5KClosed |
$581K - $583K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-20.3K- 6.02% |
$636K - $638K
|
317K
$9.53M
|
|
Jan 29, 2021
Q4 2020
|
Eagle Ridge Investment Management
|
SELL
|
- |
-20.6K- 2.85% |
$644K - $647K
|
703K
$21.1M
|
|
Feb 10, 2021
Q4 2020
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-24.1K- 4.65% |
$754K - $757K
|
494K
$14.8M
|
|
Feb 09, 2021
Q4 2020
|
Windham Capital Management, LLC
|
SELL
|
- |
-25.1K- 4.81% |
$785K - $788K
|
497K
$14.9M
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.2K- 9.14% |
$789K - $792K
|
251K
$7.53M
|
|
Feb 01, 2021
Q4 2020
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-25.2K- 18.15% |
$790K - $792K
|
114K
$3.42M
|
|
Feb 10, 2021
Q4 2020
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-27.9K- 79.97% |
$873K - $876K
|
6.98K
$210K
|
|
Feb 08, 2021
Q4 2020
|
Swarthmore Group Inc
|
SELL
|
- |
-29.1KClosed |
$912K - $915K
|
0
$0
|