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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-46- 0.62% |
$1.37K - $1.39K
|
7.32K
$220K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 1.08% |
$39.2K - $39.8K
|
120K
$3.62M
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7.91K- 19.79% |
$235K - $239K
|
32K
$964K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
946New |
$28.2K - $28.6K
|
946
$28.5K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.89K+ 24.52% |
$86K - $87.2K
|
14.7K
$441K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
921+ 8.43% |
$27.4K - $27.8K
|
11.8K
$356K
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.3K+ 5.1% |
$1.26M - $1.28M
|
871K
$26.2M
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-696- 1.78% |
$20.7K - $21K
|
38.4K
$1.16M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.52K- 74.52% |
$45.1K - $45.7K
|
518
$15.6K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
22+ 2.2% |
$655 - $664
|
1.02K
$30.8K
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-807- 10.64% |
$24K - $24.4K
|
6.78K
$204K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.16K+ 7.2% |
$183K - $186K
|
91.6K
$2.76M
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
501+ 1.37% |
$14.9K - $15.1K
|
37K
$1.11M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.81K- 3.45% |
$54K - $54.8K
|
50.8K
$1.53M
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
232K+ 26.17% |
$6.91M - $7.01M
|
1.12M
$33.7M
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-30.5K- 30.87% |
$908K - $921K
|
68.3K
$2.05M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.7K- 7.57% |
$80.4K - $81.5K
|
33K
$992K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-81- 8.04% |
$2.41K - $2.45K
|
927
$27.9K
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32K+ 5.18% |
$951K - $965K
|
649K
$19.5M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.8K+ 6.37% |
$649K - $658K
|
364K
$10.9M
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
119+ 1.63% |
$3.54K - $3.59K
|
7.44K
$224K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.98K- 5.86% |
$238K - $241K
|
128K
$3.86M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.36K+ 16.19% |
$189K - $192K
|
45.6K
$1.37M
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 100.0% |
$595 - $604
|
40
$1.2K
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
713New |
$21.1K - $21.6K
|
713
$21.4K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 10.14% |
$10.4K - $10.6K
|
3.8K
$114K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$29.6 - $30.3
|
1
$30.1
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.65K- 5.07% |
$48.9K - $50.1K
|
30.9K
$930K
|
|
Nov 14, 2024
Q3 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
69.3KNew |
$2.05M - $2.1M
|
69.3K
$2.09M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-282- 2.39% |
$8.34K - $8.55K
|
11.5K
$347K
|
|
Nov 14, 2024
Q3 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
18.3K+ 57.14% |
$541K - $554K
|
50.3K
$1.51M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-466- 5.04% |
$13.8K - $14.1K
|
8.78K
$264K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
177+ 17.12% |
$5.24K - $5.36K
|
1.21K
$36.4K
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
606+ 8.99% |
$17.9K - $18.4K
|
7.35K
$221K
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.08K- 23.86% |
$61.6K - $63.1K
|
6.65K
$200K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-126K- 39.78% |
$3.71M - $3.8M
|
190K
$5.72M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-496- 14.61% |
$14.7K - $15K
|
2.9K
$87.2K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
125KNew |
$3.69M - $3.78M
|
125K
$3.75M
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
9New |
$266 - $273
|
9
$271
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 2.74% |
$23.7K - $24.2K
|
28.4K
$853K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.69K- 15.35% |
$109K - $112K
|
20.4K
$612K
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.6K- 83.55% |
$1.59M - $1.63M
|
10.6K
$318K
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.89K+ 14.99% |
$55.9K - $57.3K
|
14.5K
$436K
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 11.83% |
$4.02K - $4.12K
|
1.29K
$38.7K
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.64K- 58.39% |
$137K - $141K
|
3.31K
$99.4K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.58K- 32.8% |
$106K - $109K
|
7.34K
$221K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$100K - $102K
|
3.38K
$102K
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
105New |
$3.11K - $3.18K
|
105
$3.16K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.47KNew |
$221K - $226K
|
7.47K
$225K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-880- 3.78% |
$26K - $26.7K
|
22.4K
$674K
|