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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.49KNew |
$218K - $223K
|
7.49K
$225K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.39KNew |
$40.5K - $41.4K
|
1.39K
$41.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
912New |
$26.6K - $27.2K
|
912
$27.4K
|
|
|
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
$277K
|
|
|
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
$684K
|
|
|
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
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.27K- 2.48% |
$183K - $187K
|
246K
$7.39M
|
|
|
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
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
938New |
$27.3K - $27.9K
|
938
$28.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
SELL
|
- |
-6.73K- 1.44% |
$196K - $200K
|
459K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14.4KNew |
$420K - $429K
|
14.4K
$432K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 1628.57% |
$33.2K - $33.9K
|
1.21K
$36.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-504- 22.97% |
$14.7K - $15K
|
1.69K
$50.7K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.42K+ 6.67% |
$70.6K - $72.2K
|
38.8K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.1K+ 276.53% |
$527K - $538K
|
24.6K
$739K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$2.91K - $2.98K
|
100
$3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$55.1K - $56.3K
|
1.89K
$56.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
23.2KNew |
$676K - $691K
|
23.2K
$696K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
120New |
$3.5K - $3.57K
|
120
$3.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5.55K- 25.02% |
$162K - $165K
|
16.6K
$499K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-180K- 13.54% |
$5.25M - $5.37M
|
1.15M
$34.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-593- 3.79% |
$17.3K - $17.7K
|
15K
$452K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-896- 99.89% |
$26.1K - $26.7K
|
1
$30
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-40.7K- 6.38% |
$1.19M - $1.21M
|
598K
$17.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-103K- 99.43% |
$3M - $3.06M
|
592
$17.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 40.62% |
$297K - $304K
|
35.3K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 1.63% |
$117 - $119
|
249
$7.47K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$262 - $268
|
9
$270
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8.07KNew |
$235K - $240K
|
8.07K
$242K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-7.59K- 14.32% |
$221K - $226K
|
45.4K
$1.36M
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
10New |
$291 - $298
|
10
$300
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.34KNew |
$214K - $218K
|
7.34K
$220K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.11K- 3.33% |
$32.3K - $33K
|
32.2K
$967K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.03K- 5.46% |
$30K - $30.7K
|
17.8K
$536K
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
119KNew |
$3.46M - $3.53M
|
119K
$3.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.7K- 34.0% |
$49.5K - $50.6K
|
3.3K
$99.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.42K- 63.92% |
$41.3K - $42.2K
|
800
$24K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.91K+ 3.34% |
$143K - $146K
|
152K
$4.55M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-637- 8.34% |
$18.6K - $19K
|
7K
$210K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
855+ 12.23% |
$24.9K - $25.5K
|
7.85K
$236K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-90.7K- 89.82% |
$2.64M - $2.7M
|
10.3K
$308K
|
|
| Q3 2023 | |||||||
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-178Closed |
$5.21K - $5.25K
|
0
$0
|
|
|
Apr 24, 2024
Q3 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.15K- 5.78% |
$33.6K - $33.9K
|
18.8K
$563K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$5.85M - $5.9M
|
200K
$6M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
732+ 145.53% |
$21.4K - $21.6K
|
1.24K
$37.1K
|
|