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 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-477- 3.11% |
$13.8K - $14.1K
|
14.9K
$447K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-484- 0.98% |
$14K - $14.3K
|
48.9K
$1.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-497- 41.18% |
$14.4K - $14.7K
|
710
$21.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-537- 9.92% |
$15.5K - $15.9K
|
4.88K
$147K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-565- 3.08% |
$16.4K - $16.7K
|
17.8K
$534K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-566- 1.09% |
$16.4K - $16.7K
|
51.1K
$1.54M
|
|
|
Feb 22, 2023
Q4 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-610- 0.78% |
$17.7K - $18K
|
77.6K
$2.33M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-614- 7.11% |
$17.8K - $18.1K
|
8.02K
$241K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
SELL
|
- |
-694- 1.0% |
$20.1K - $20.5K
|
68.7K
$2.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-696- 5.62% |
$20.1K - $20.6K
|
11.7K
$352K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-701- 5.73% |
$20.3K - $20.7K
|
11.5K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-734- 0.1% |
$21.2K - $21.7K
|
751K
$22.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-740- 2.25% |
$21.4K - $21.9K
|
32.2K
$968K
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-811- 2.29% |
$23.5K - $23.9K
|
34.6K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-846- 0.86% |
$24.5K - $25K
|
97.9K
$2.94M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-888- 1.5% |
$25.7K - $26.2K
|
58.3K
$1.75M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-958- 11.7% |
$27.7K - $28.3K
|
7.23K
$217K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-984- 58.19% |
$28.5K - $29.1K
|
707
$21.2K
|
|
|
Dec 19, 2024
Q4 2022
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-991- 11.59% |
$28.7K - $29.3K
|
7.56K
$227K
|
|
|
Feb 09, 2023
Q4 2022
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.02K- 1.97% |
$29.5K - $30.1K
|
50.7K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.04K- 7.97% |
$30.1K - $30.7K
|
12K
$360K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.04K- 3.7% |
$30.1K - $30.7K
|
27K
$812K
|
|
|
Feb 10, 2023
Q4 2022
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-1.05K- 5.69% |
$30.4K - $31K
|
17.4K
$522K
|
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-1.09K- 5.56% |
$31.4K - $32.1K
|
18.4K
$554K
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.1K- 3.82% |
$31.8K - $32.5K
|
27.7K
$832K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.18K- 7.06% |
$34.2K - $34.9K
|
15.5K
$467K
|
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1.22K- 98.06% |
$35.2K - $35.9K
|
24
$721
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.23K- 4.55% |
$35.5K - $36.2K
|
25.7K
$773K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.26K- 6.7% |
$36.5K - $37.2K
|
17.5K
$527K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.29K- 15.61% |
$37.2K - $38K
|
6.95K
$209K
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 4.53% |
$37.9K - $38.6K
|
27.6K
$829K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.36K- 3.38% |
$39.5K - $40.3K
|
39K
$1.17M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 78.46% |
$39.5K - $40.3K
|
375
$11.3K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.4K- 9.9% |
$40.5K - $41.3K
|
12.7K
$383K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.4K- 0.42% |
$40.6K - $41.4K
|
333K
$9.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-1.41K- 46.29% |
$40.8K - $41.6K
|
1.64K
$49.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.43K- 0.51% |
$41.3K - $42.1K
|
280K
$8.43M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-1.43K- 62.29% |
$41.4K - $42.2K
|
865
$26K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1.63K- 11.67% |
$47K - $48K
|
12.3K
$370K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.65K- 0.72% |
$47.8K - $48.8K
|
228K
$6.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
SELL
|
- |
-1.82K- 1.33% |
$52.7K - $53.7K
|
135K
$4.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.93K- 10.08% |
$55.8K - $56.9K
|
17.2K
$517K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.05K- 22.44% |
$59.3K - $60.5K
|
7.09K
$213K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.1K- 8.45% |
$60.8K - $62K
|
22.7K
$683K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.11K- 39.49% |
$61.1K - $62.3K
|
3.23K
$97.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-2.19K- 16.24% |
$63.3K - $64.6K
|
11.3K
$339K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.19K- 93.38% |
$63.3K - $64.6K
|
155
$4.66K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-2.24K- 9.58% |
$64.8K - $66.1K
|
21.1K
$635K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 6.85% |
$72.4K - $73.8K
|
34K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-2.53K- 1.21% |
$73.3K - $74.8K
|
207K
$6.22M
|