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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.29K- 6.7% |
$38.2K - $38.6K
|
17.9K
$537K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.21K- 7.09% |
$35.9K - $36.2K
|
15.9K
$475K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 21.32% |
$2.49K - $2.51K
|
478
$14.3K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-247- 86.97% |
$7.32K - $7.39K
|
37
$1.11K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.52K+ 23.74% |
$74.6K - $75.3K
|
13.1K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-2.67K- 24.2% |
$79.3K - $80K
|
8.38K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.33KNew |
$247K - $249K
|
8.33K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
617+ 7.14% |
$18.3K - $18.5K
|
9.26K
$277K
|
|
|
Apr 30, 2024
Q1 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-9.71K- 33.36% |
$288K - $290K
|
19.4K
$581K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.33% |
$415 - $419
|
4.22K
$127K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.44K+ 1062.71% |
$221K - $223K
|
8.14K
$244K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42New |
$1.25K - $1.26K
|
42
$1.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
678+ 168.66% |
$20.1K - $20.3K
|
1.08K
$32.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.3K- 96.02% |
$38.6K - $39K
|
54
$1.62K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.86K+ 56.29% |
$204K - $205K
|
19.1K
$571K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12K- 63.17% |
$356K - $359K
|
7K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-226- 10.15% |
$6.7K - $6.76K
|
2K
$59.9K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-73- 0.27% |
$2.16K - $2.18K
|
27K
$810K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-141- 0.51% |
$4.18K - $4.22K
|
27.6K
$828K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$2.97K - $2.99K
|
100
$3K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-379- 93.81% |
$11.2K - $11.3K
|
25
$749
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-4.12K- 3.04% |
$122K - $123K
|
132K
$3.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.9K- 4.44% |
$768K - $775K
|
557K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274New |
$8.12K - $8.2K
|
274
$8.21K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-702- 87.42% |
$20.8K - $21K
|
101
$3.03K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-370- 53.24% |
$11K - $11.1K
|
325
$9.74K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31.4KNew |
$932K - $941K
|
31.4K
$942K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-44.9K- 1.99% |
$1.31M - $1.34M
|
2.21M
$66.3M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
150K+ 20.97% |
$4.36M - $4.46M
|
863K
$25.9M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.13KNew |
$237K - $242K
|
8.13K
$244K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-290KClosed |
$8.44M - $8.63M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
224KNew |
$6.51M - $6.66M
|
224K
$6.7M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$50.3K - $51.4K
|
1.73K
$51.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.42K- 32.0% |
$158K - $161K
|
11.5K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
249New |
$7.26K - $7.42K
|
249
$7.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
45.7KNew |
$1.33M - $1.36M
|
45.7K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.46KNew |
$130K - $133K
|
4.46K
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.49KNew |
$218K - $223K
|
7.49K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.39KNew |
$40.5K - $41.4K
|
1.39K
$41.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
912New |
$26.6K - $27.2K
|
912
$27.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
51.8KNew |
$1.51M - $1.54M
|
51.8K
$1.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
892+ 10.72% |
$26K - $26.6K
|
9.21K
$276K
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-25.7K- 35.98% |
$748K - $765K
|
45.7K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$664K - $679K
|
22.8K
$683K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
34.8KNew |
$1.01M - $1.04M
|
34.8K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.39KNew |
$244K - $250K
|
8.39K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.27K- 2.48% |
$183K - $187K
|
246K
$7.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.9K- 7.3% |
$259K - $265K
|
113K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-35- 0.35% |
$1.02K - $1.04K
|
10K
$300K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$372K - $380K
|
12.8K
$382K
|
|