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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.53K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7.12KNew |
$212K - $215K
|
7.12K
$215K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.52KNew |
$105K - $106K
|
3.52K
$106K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.87K- 6.43% |
$85.3K - $86.5K
|
41.7K
$1.26M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.72KNew |
$200K - $203K
|
6.72K
$203K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
453New |
$13.5K - $13.7K
|
453
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.53K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.66M - $5.74M
|
190K
$5.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.97KNew |
$237K - $240K
|
7.97K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
764New |
$22.7K - $23.1K
|
764
$23.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.17K+ 469.58% |
$94.2K - $95.6K
|
3.84K
$116K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-18.2K- 16.38% |
$541K - $549K
|
92.8K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-40.2K- 65.44% |
$1.2M - $1.21M
|
21.3K
$642K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 2.47% |
$625 - $634
|
871
$26.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-400- 75.19% |
$11.9K - $12.1K
|
132
$3.98K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.08% |
$238 - $242
|
10.5K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-328K- 62.1% |
$9.76M - $9.9M
|
200K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
100New |
$2.98K - $3.02K
|
100
$3.02K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.38KNew |
$220K - $223K
|
7.38K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1K+ 39.1% |
$360K - $365K
|
43K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-400- 75.19% |
$11.9K - $12.1K
|
132
$3.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06KNew |
$31.7K - $32.1K
|
1.06K
$32.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.69KNew |
$79.9K - $81.1K
|
2.69K
$81K
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.9KNew |
$413K - $419K
|
13.9K
$419K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
333+ 2.64% |
$9.91K - $10.1K
|
12.9K
$390K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13.3KNew |
$394K - $400K
|
13.3K
$400K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
459New |
$13.7K - $13.9K
|
459
$13.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
553+ 1.61% |
$16.5K - $16.7K
|
35K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-209- 2.56% |
$6.22K - $6.31K
|
7.94K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-31.6K- 12.19% |
$942K - $955K
|
228K
$6.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
275New |
$8.19K - $8.3K
|
275
$8.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
442New |
$13.2K - $13.3K
|
442
$13.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149New |
$4.44K - $4.5K
|
149
$4.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13KNew |
$388K - $393K
|
13K
$393K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.28KNew |
$276K - $280K
|
9.28K
$280K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 67.39% |
$29.8K - $30.2K
|
484
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
250KNew |
$7.44M - $7.55M
|
250K
$7.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.03KNew |
$30.7K - $31.1K
|
1.03K
$31.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-693- 6.13% |
$20.6K - $20.9K
|
10.6K
$320K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92New |
$2.74K - $2.78K
|
92
$2.78K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.02KNew |
$30.3K - $30.7K
|
1.02K
$30.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2New |
$59.5 - $60.4
|
2
$60.4
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-3.4K- 8.87% |
$101K - $103K
|
35K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-265K- 92.13% |
$7.9M - $8.01M
|
22.7K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.1K- 8.22% |
$152K - $154K
|
57K
$1.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
728New |
$21.7K - $22K
|
728
$22K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
221KNew |
$6.57M - $6.67M
|
221K
$6.67M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.1K+ 2.2% |
$836K - $847K
|
1.3M
$39.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.2K- 89.55% |
$364K - $369K
|
1.43K
$43K
|
|