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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-35.8K- 22.58% |
$1.05M - $1.05M
|
123K
$3.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
58.6KNew |
$1.72M - $1.73M
|
58.6K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-589KClosed |
$17.2M - $17.4M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-518- 78.37% |
$15.2K - $15.3K
|
143
$4.28K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.77K- 6.17% |
$51.8K - $52.2K
|
26.9K
$807K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
84New |
$2.46K - $2.48K
|
84
$2.52K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-616- 6.19% |
$18K - $18.2K
|
9.33K
$279K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
850New |
$24.9K - $25.1K
|
850
$25.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
569+ 0.94% |
$16.6K - $16.8K
|
60.9K
$1.82M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
1.26K+ 18.46% |
$36.9K - $37.2K
|
8.08K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-450- 37.5% |
$13.2K - $13.3K
|
750
$22.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-1.02M- 95.55% |
$29.8M - $30M
|
47.4K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-301- 30.07% |
$8.81K - $8.88K
|
700
$21K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.8K+ 12.26% |
$81.8K - $82.5K
|
25.6K
$768K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
218New |
$6.38K - $6.43K
|
218
$6.53K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 32.74% |
$102K - $103K
|
7.19K
$215K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
848KNew |
$24.8M - $25M
|
848K
$25.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
73+ 0.06% |
$2.14K - $2.15K
|
114K
$3.42M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-7.84K- 16.0% |
$229K - $231K
|
41.1K
$1.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.45K- 2.6% |
$42.3K - $42.7K
|
54.3K
$1.63M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-37.6K- 62.31% |
$1.1M - $1.11M
|
22.8K
$682K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.09K+ 4.86% |
$31.9K - $32.2K
|
23.5K
$705K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$602K - $607K
|
20.6K
$616K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12.4K- 52.01% |
$363K - $366K
|
11.4K
$343K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
75+ 1.06% |
$2.19K - $2.21K
|
7.16K
$214K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
60New |
$1.76K - $1.77K
|
60
$1.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
983New |
$28.8K - $29K
|
983
$29.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.9KNew |
$494K - $498K
|
16.9K
$505K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.21KNew |
$35.4K - $35.7K
|
1.21K
$36.3K
|
|
| Q2 2023 | |||||||
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-440Closed |
$12.9K - $13.1K
|
0
$0
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.04KClosed |
$89.1K - $90.2K
|
0
$0
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.15KClosed |
$92.5K - $93.6K
|
0
$0
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
685New |
$20.1K - $20.3K
|
685
$20.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.61K- 61.48% |
$106K - $107K
|
2.26K
$67.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
426+ 173.88% |
$12.5K - $12.7K
|
671
$20.1K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
253+ 3.47% |
$7.43K - $7.51K
|
7.55K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
232New |
$6.81K - $6.89K
|
232
$6.95K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7+ 0.08% |
$206 - $208
|
8.7K
$261K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
675New |
$19.8K - $20K
|
675
$20.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
269+ 37.41% |
$7.9K - $7.99K
|
988
$29.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181K+ 4.79% |
$5.31M - $5.37M
|
3.95M
$118M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.6K+ 8.03% |
$399K - $404K
|
183K
$5.48M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.1K- 7.01% |
$297K - $301K
|
134K
$4.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.3KNew |
$67.5K - $68.3K
|
2.3K
$68.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-215- 0.62% |
$6.31K - $6.39K
|
34.4K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
71+ 0.19% |
$2.08K - $2.11K
|
36.8K
$1.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
65.7KNew |
$1.93M - $1.95M
|
65.7K
$1.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.86K- 5.71% |
$54.6K - $55.3K
|
30.7K
$920K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.76KNew |
$81.1K - $82K
|
2.76K
$82.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.34K- 67.0% |
$39.5K - $39.9K
|
662
$19.8K
|
|