Latest Institutional Transactions on Spdr Portfolio Short Term Corp (SPSB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Short Term Corp (SPSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-26- 0.11% |
$775 - $783
|
24.5K
$736K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
32.1K+ 3.68% |
$957K - $966K
|
903K
$27.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
175K+ 98.32% |
$5.21M - $5.26M
|
352K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111+ 0.09% |
$3.31K - $3.34K
|
129K
$3.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14.2K+ 95.96% |
$424K - $428K
|
29.1K
$871K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-976- 1.83% |
$29.1K - $29.4K
|
52.2K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.07K- 34.18% |
$31.9K - $32.2K
|
2.06K
$61.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-32.8K- 82.25% |
$979K - $988K
|
7.09K
$212K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
936+ 25.91% |
$27.9K - $28.2K
|
4.55K
$136K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
116K+ 136.77% |
$3.46M - $3.49M
|
201K
$6.02M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
52.7K+ 473.67% |
$1.57M - $1.59M
|
63.8K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-799- 1.41% |
$23.8K - $24K
|
55.9K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.4K+ 10.59% |
$1.74M - $1.76M
|
610K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.48K+ 31.89% |
$163K - $165K
|
22.7K
$679K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.96K- 9.24% |
$88.3K - $89.2K
|
29.1K
$872K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-117- 1.48% |
$3.49K - $3.52K
|
7.77K
$233K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.93K- 8.23% |
$117K - $118K
|
43.8K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.48KNew |
$283K - $285K
|
9.48K
$284K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-9.01K- 40.22% |
$269K - $271K
|
13.4K
$402K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-583- 1.5% |
$17.4K - $17.5K
|
38.3K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.5K- 3.0% |
$44.7K - $45.2K
|
48.6K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.19K+ 25.75% |
$65.3K - $65.9K
|
10.7K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
67.7K+ 6.17% |
$2.02M - $2.04M
|
1.17M
$34.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.6K+ 8.48% |
$944K - $953K
|
405K
$12.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
238+ 11.33% |
$7.1K - $7.16K
|
2.34K
$70.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.07K+ 0.98% |
$31.8K - $32.1K
|
110K
$3.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 1.06% |
$59.6 - $60.2
|
191
$5.73K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.22KNew |
$96.1K - $97K
|
3.22K
$96.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.4K- 2.8% |
$101K - $102K
|
118K
$3.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.55K- 9.97% |
$46.2K - $46.6K
|
14K
$419K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
16.2K+ 70.01% |
$484K - $489K
|
39.4K
$1.18M
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9+ 0.02% |
$268 - $271
|
58.9K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.87K+ 7.07% |
$55.6K - $56.1K
|
28.2K
$847K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$1.97K - $1.99K
|
66
$1.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 1.55% |
$35.8K - $36.2K
|
76.3K
$2.29M
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.7KNew |
$200K - $202K
|
6.7K
$201K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
248+ 1.78% |
$7.4K - $7.46K
|
14.2K
$425K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.22K- 5.57% |
$126K - $127K
|
71.5K
$2.14M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.44KNew |
$222K - $224K
|
7.44K
$223K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.54K- 12.6% |
$46K - $46.4K
|
10.7K
$320K
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
183K+ 10.23% |
$5.46M - $5.51M
|
1.97M
$59.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
77+ 4.85% |
$2.3K - $2.32K
|
1.66K
$49.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.71K- 0.91% |
$200K - $202K
|
732K
$21.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-10.9K- 4.89% |
$326K - $329K
|
213K
$6.38M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
248K+ 1238075.0% |
$7.38M - $7.45M
|
248K
$7.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73K+ 2.65% |
$51.5K - $52K
|
67K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
5.96K+ 15.78% |
$178K - $179K
|
43.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-295- 2.5% |
$8.8K - $8.88K
|
11.5K
$346K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.96K+ 2.57% |
$208K - $210K
|
278K
$8.34M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.63KNew |
$228K - $230K
|
7.63K
$229K
|