Purchases and Sales Made in Q4 2022 in Spdr Portfolio Short Term Corp (SPSB)

SPSB Quotes by TradingView

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 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
37.4K
New
$1.08M - $1.1M
37.4K $1.12M
Jan 27, 2023 Q4 2022
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
36K
New
$1.04M - $1.06M
36K $1.08M
Jan 31, 2023 Q4 2022
New World Advisors LLC

Hingham, MA
BUY
 -
35.9K
New
$1.04M - $1.06M
35.9K $1.08M
Feb 14, 2023 Q4 2022
Probity Advisors, Inc.

Dallas, TX
BUY
 -
34.5K
+ 14.74%
$1M - $1.02M
269K $8.08M
Feb 14, 2023 Q4 2022
Cohen & Steers, Inc.

New York, NY
BUY
 -
34K
+ 61.48%
$984K - $1M
89.3K $2.68M
Jan 27, 2023 Q4 2022
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
33.5K
New
$971K - $990K
33.5K $1.01M
Jan 13, 2023 Q4 2022
Merit Financial Group, LLC

BUY
 -
32.4K
+ 22.62%
$938K - $956K
176K $5.28M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
29.2K
+ 127.71%
$844K - $861K
52K $1.56M
Feb 07, 2023 Q4 2022
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
29K
+ 94.01%
$838K - $855K
59.8K $1.8M
Feb 08, 2023 Q4 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
28.3K
+ 62.7%
$820K - $837K
73.5K $2.21M
Feb 06, 2023 Q4 2022
Bridgeworth, LLC

Birmingham, AL
BUY
 -
27.5K
+ 38.45%
$796K - $812K
99K $2.98M
Feb 09, 2023 Q4 2022
Wealthsource Partners, LLC

BUY
 -
27.2K
New
$787K - $802K
27.2K $816K
Oct 23, 2024 Q4 2022
Convergence Financial, LLC

Columbia, MO
BUY
 -
26.5K
New
$767K - $782K
26.5K $796K
Feb 13, 2023 Q4 2022
Crabel Capital Management, LLC

Milwaukee, WI
BUY
 -
26.3K
New
$762K - $777K
26.3K $791K
Jan 24, 2023 Q4 2022
Buckingham Capital Management, Inc.

BUY
 -
26.1K
+ 2.48%
$755K - $770K
1.08M $32.3M
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
25.9K
New
$751K - $766K
25.9K $780K
Apr 24, 2023 Q4 2022
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
24.5K
+ 4.3%
$710K - $724K
594K $17.9M
Feb 09, 2023 Q4 2022
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
24.5K
New
$709K - $724K
24.5K $736K
Feb 14, 2023 Q4 2022
Tiemann Investment Advisors, LLC

Menlo Park, CA
BUY
 -
24.1K
+ 232.46%
$697K - $710K
34.4K $1.03M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
22.8K
New
$659K - $672K
22.8K $684K
Feb 01, 2023 Q4 2022
Creative Financial Designs Inc

BUY
 -
22.5K
+ 3.09%
$650K - $663K
749K $22.5M
Jul 19, 2023 Q4 2022
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
22.2K
New
$643K - $656K
22.2K $667K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
21.7K
New
$628K - $641K
21.7K $652K
Feb 14, 2023 Q4 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
21.6K
+ 87.06%
$627K - $639K
46.5K $1.4M
Jan 12, 2023 Q4 2022
Sharper & Granite LLC

El Segundo, CA
BUY
 -
21.5K
New
$624K - $636K
21.5K $647K
Feb 14, 2023 Q4 2022
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
21.3K
+ 27.66%
$617K - $629K
98.3K $2.96M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
20.3K
New
$588K - $600K
20.3K $610K
Feb 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
BUY
 -
20K
New
$579K - $591K
20K $601K
Jan 27, 2023 Q4 2022
Elwood & Goetz Wealth Advisory Group, LLC

Athens, GA
BUY
 -
19.7K
+ 7.58%
$572K - $583K
280K $8.42M
Feb 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
19.5K
+ 58.16%
$565K - $576K
53K $1.59M
Feb 07, 2023 Q4 2022
Benjamin Edwards Inc

Clayton, MO
BUY
 -
19.1K
+ 156.37%
$554K - $565K
31.4K $942K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
19K
New
$550K - $561K
19K $571K
Jan 20, 2023 Q4 2022
Acorn Financial Advisory Services Inc

BUY
 -
18.8K
+ 41.57%
$544K - $555K
64.1K $1.92M
Feb 07, 2023 Q4 2022
Great Point Wealth Advisors, LLC

Boston, MA
BUY
 -
18.8K
+ 5.98%
$543K - $554K
332K $9.98M
Feb 14, 2023 Q4 2022
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
18.2K
New
$527K - $538K
18.2K $547K
Jan 30, 2023 Q4 2022
Cypress Financial Planning LLC

BUY
 -
18K
New
$521K - $532K
18K $541K
Jan 06, 2023 Q4 2022
Massmutual Trust CO Fsb

BUY
 -
17.5K
+ 40.32%
$506K - $516K
60.8K $1.83M
Feb 16, 2023 Q4 2022
American Trust

Lexington, KY
BUY
 -
17.3K
New
$501K - $511K
17.3K $520K
Jan 19, 2023 Q4 2022
Eagle Ridge Investment Management

BUY
 -
17.2K
+ 1.87%
$497K - $507K
937K $28.1M
Feb 14, 2023 Q4 2022
Per Stirling Capital Management, Llc.

Austin, TX
BUY
 -
16.6K
New
$481K - $490K
16.6K $499K
Jan 18, 2023 Q4 2022
Private Trust CO Na

BUY
 -
16.3K
+ 103.58%
$473K - $483K
32.1K $965K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
16.1K
+ 4.27%
$465K - $474K
392K $11.8M
Feb 07, 2023 Q4 2022
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
15.9K
New
$461K - $470K
15.9K $478K
Feb 01, 2023 Q4 2022
All Season Financial Advisors, Inc.

BUY
 -
15.5K
New
$449K - $458K
15.5K $466K
Feb 02, 2023 Q4 2022
Aj Advisors, LLC

Nashville, TN
BUY
 -
15.1K
New
$437K - $445K
15.1K $453K
Feb 09, 2023 Q4 2022
Vise Technologies, Inc.

New York, NY
BUY
 -
14.8K
+ 161.61%
$428K - $436K
23.9K $719K
Feb 06, 2023 Q4 2022
Tilson Financial Group, Inc.

New Providence, NJ
BUY
 -
14.8K
New
$428K - $436K
14.8K $444K
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
14.5K
+ 24.24%
$421K - $429K
74.5K $2.24M
Aug 02, 2023 Q4 2022
Money Design Co.,Ltd.

BUY
 -
14.2K
+ 5.92%
$410K - $419K
254K $7.62M

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