Purchases and Sales Made in Q4 2022 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2022. 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 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
113K+ 742.94% |
$3.28M - $3.35M
|
129K
$3.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
112K+ 571.44% |
$3.23M - $3.3M
|
131K
$3.94M
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
104KNew |
$3.01M - $3.07M
|
104K
$3.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
104K+ 42.0% |
$3M - $3.06M
|
351K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
102K+ 2.4% |
$2.96M - $3.02M
|
4.37M
$131M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
98.6KNew |
$2.85M - $2.91M
|
98.6K
$2.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
94.9K+ 282.51% |
$2.75M - $2.8M
|
128K
$3.86M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
93.7K+ 17.92% |
$2.71M - $2.77M
|
617K
$18.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
92.1K+ 316.97% |
$2.67M - $2.72M
|
121K
$3.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
89.8K+ 10.32% |
$2.6M - $2.65M
|
960K
$28.9M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
89.2K+ 2491.62% |
$2.58M - $2.63M
|
92.8K
$2.79M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
89.1K+ 9.7% |
$2.58M - $2.63M
|
1.01M
$30.3M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
89K+ 274.91% |
$2.58M - $2.63M
|
121K
$3.65M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo Wealth Management, LLC
|
BUY
|
- |
84.3K+ 116.94% |
$2.44M - $2.49M
|
156K
$4.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
83.5K+ 125.81% |
$2.42M - $2.46M
|
150K
$4.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
83.5K+ 356.51% |
$2.42M - $2.46M
|
107K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
80.9K+ 15.11% |
$2.34M - $2.39M
|
617K
$18.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
79.9KNew |
$2.31M - $2.36M
|
79.9K
$2.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
76.7K+ 462.77% |
$2.22M - $2.26M
|
93.2K
$2.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
76.7KNew |
$2.22M - $2.26M
|
76.7K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
73.8KNew |
$2.14M - $2.18M
|
73.8K
$2.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
72.6KNew |
$2.1M - $2.14M
|
72.6K
$2.18M
|
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
72.5KNew |
$2.1M - $2.14M
|
72.5K
$2.18M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
72.2K+ 412.95% |
$2.09M - $2.13M
|
89.7K
$2.7M
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
70.6KNew |
$2.04M - $2.08M
|
70.6K
$2.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.5K+ 110.34% |
$2.01M - $2.05M
|
132K
$3.98M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
68.8K+ 60.93% |
$1.99M - $2.03M
|
182K
$5.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
68.5KNew |
$1.98M - $2.02M
|
68.5K
$2.06M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
67K+ 611.98% |
$1.94M - $1.98M
|
77.9K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65KNew |
$1.88M - $1.92M
|
65K
$1.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
64.8KNew |
$1.88M - $1.91M
|
64.8K
$1.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
63.9K+ 1.11% |
$1.85M - $1.89M
|
5.83M
$175M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
63.1K+ 674.9% |
$1.83M - $1.86M
|
72.5K
$2.18M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
60.6K+ 341.22% |
$1.75M - $1.79M
|
78.3K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
59.9K+ 177.07% |
$1.73M - $1.77M
|
93.7K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
BUY
|
- |
59.1KNew |
$1.71M - $1.74M
|
59.1K
$1.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
58.2K+ 21.5% |
$1.68M - $1.72M
|
329K
$9.88M
|
|
|
Jun 25, 2024
Q4 2022
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
56.7K+ 115.96% |
$1.64M - $1.68M
|
106K
$3.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
55K+ 28.95% |
$1.59M - $1.62M
|
245K
$7.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
54.9K+ 97.22% |
$1.59M - $1.62M
|
111K
$3.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
54.7K+ 24.08% |
$1.58M - $1.61M
|
282K
$8.47M
|
|
|
Feb 13, 2023
Q4 2022
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
53K+ 4.76% |
$1.53M - $1.57M
|
1.17M
$35M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
52.8K+ 94.96% |
$1.53M - $1.56M
|
108K
$3.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
51.1K+ 21.47% |
$1.48M - $1.51M
|
289K
$8.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
50.9K+ 173.75% |
$1.47M - $1.5M
|
80.1K
$2.41M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
46.6K+ 119.95% |
$1.35M - $1.38M
|
85.4K
$2.57M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
44.2K+ 95.34% |
$1.28M - $1.3M
|
90.5K
$2.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
40.5K+ 17.04% |
$1.17M - $1.2M
|
278K
$8.37M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
38.6K+ 241.66% |
$1.12M - $1.14M
|
54.5K
$1.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
38.3KNew |
$1.11M - $1.13M
|
38.3K
$1.15M
|