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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-10.1K- 1.75% |
$292K - $298K
|
565K
$17M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.4K- 45.27% |
$302K - $308K
|
12.6K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5K- 29.62% |
$304K - $310K
|
25K
$750K
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10.8K- 6.72% |
$312K - $318K
|
149K
$4.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-10.9K- 16.83% |
$315K - $321K
|
53.8K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.9K- 4.28% |
$343K - $350K
|
265K
$7.96M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12K- 66.68% |
$348K - $355K
|
6.01K
$181K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-12.6K- 0.62% |
$365K - $372K
|
2.02M
$60.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-12.9K- 16.02% |
$373K - $381K
|
67.6K
$2.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-14.6K- 1.86% |
$423K - $432K
|
772K
$23.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-14.6K- 10.21% |
$424K - $432K
|
129K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-14.8KClosed |
$430K - $438K
|
0
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-14.9K- 7.05% |
$431K - $440K
|
196K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-14.9K- 6.6% |
$431K - $440K
|
211K
$6.34M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
SELL
|
- |
-15.4K- 1.12% |
$447K - $456K
|
1.37M
$41.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-15.6K- 17.18% |
$451K - $460K
|
75.1K
$2.26M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-15.6K- 50.0% |
$451K - $460K
|
15.6K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-16.1K- 14.02% |
$465K - $474K
|
98.6K
$2.96M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 3.2% |
$470K - $480K
|
492K
$14.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-17.1K- 11.48% |
$494K - $504K
|
132K
$3.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
SELL
|
- |
-17.9K- 7.73% |
$518K - $529K
|
214K
$6.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-18.2K- 3.57% |
$528K - $538K
|
493K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-18.5K- 52.86% |
$536K - $546K
|
16.5K
$496K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-19.5K- 16.78% |
$563K - $575K
|
96.5K
$2.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.7K- 10.37% |
$572K - $583K
|
171K
$5.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
SELL
|
- |
-20K- 71.44% |
$579K - $591K
|
8K
$240K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-20.3K- 21.13% |
$588K - $600K
|
75.8K
$2.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-20.5K- 4.18% |
$592K - $604K
|
469K
$14.1M
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-21.5K- 17.43% |
$622K - $635K
|
102K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-21.9K- 11.63% |
$635K - $647K
|
167K
$5.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
SELL
|
- |
-22K- 39.96% |
$637K - $649K
|
33K
$993K
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-23.7K- 14.2% |
$685K - $698K
|
143K
$4.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-24.1K- 1.04% |
$697K - $711K
|
2.29M
$68.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25.2K- 3.76% |
$729K - $744K
|
644K
$19.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-25.2K- 47.94% |
$730K - $745K
|
27.4K
$823K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-26.7K- 23.9% |
$774K - $789K
|
85.1K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-26.8K- 6.48% |
$775K - $791K
|
387K
$11.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-26.8K- 14.39% |
$776K - $791K
|
159K
$4.79M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-27.7K- 76.85% |
$801K - $818K
|
8.34K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-28K- 23.66% |
$810K - $826K
|
90.2K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-28.2K- 81.73% |
$816K - $832K
|
6.3K
$189K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.8K- 37.19% |
$833K - $850K
|
48.6K
$1.46M
|
|
|
Jan 18, 2023
Q4 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-29.3K- 15.0% |
$848K - $865K
|
166K
$4.99M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-29.3K- 13.02% |
$849K - $866K
|
196K
$5.89M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-29.4K- 14.84% |
$852K - $869K
|
169K
$5.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-30.3K- 11.37% |
$878K - $895K
|
236K
$7.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-30.3K- 9.44% |
$878K - $895K
|
291K
$8.74M
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-31K- 8.52% |
$897K - $914K
|
333K
$10M
|
|
|
Jan 24, 2023
Q4 2022
|
Hnp Capital LLC
|
SELL
|
- |
-32.2K- 12.26% |
$932K - $951K
|
230K
$6.92M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-33.1K- 0.87% |
$958K - $977K
|
3.77M
$113M
|