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 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1.7K- 34.0% |
$49.5K - $50.6K
|
3.3K
$99.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-1.42K- 63.92% |
$41.3K - $42.2K
|
800
$24.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.91K+ 3.34% |
$143K - $146K
|
152K
$4.56M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-637- 8.34% |
$18.6K - $19K
|
7K
$211K
|
|
|
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
$309K
|
|
| 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
$564K
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$5.85M - $5.9M
|
200K
$6.02M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
732+ 145.53% |
$21.4K - $21.6K
|
1.24K
$37.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-85- 1.11% |
$2.49K - $2.51K
|
7.6K
$228K
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.8K+ 31.95% |
$199K - $201K
|
28.1K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-503- 5.8% |
$14.7K - $14.8K
|
8.17K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.2K- 26.98% |
$93.5K - $94.3K
|
8.65K
$260K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.4KNew |
$1.21M - $1.22M
|
41.4K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-114- 1.33% |
$3.34K - $3.36K
|
8.45K
$254K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.87K+ 1.73% |
$54.7K - $55.2K
|
110K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.23K- 10.26% |
$153K - $154K
|
45.7K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-100K- 64.67% |
$2.94M - $2.96M
|
54.8K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
516New |
$15.1K - $15.2K
|
516
$15.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
200New |
$5.85K - $5.9K
|
200
$6.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.2K- 60.0% |
$35.1K - $35.4K
|
800
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-35.8K- 22.58% |
$1.05M - $1.05M
|
123K
$3.69M
|
|
|
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
$4.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1.77K- 6.17% |
$51.8K - $52.2K
|
26.9K
$810K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
84New |
$2.46K - $2.48K
|
84
$2.53K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-616- 6.19% |
$18K - $18.2K
|
9.33K
$281K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
569+ 0.94% |
$16.6K - $16.8K
|
60.9K
$1.83M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
1.26K+ 18.46% |
$36.9K - $37.2K
|
8.08K
$243K
|
|
|
Nov 02, 2023
Q3 2023
|
Astor Investment Management LLC
|
SELL
|
- |
-1.02M- 95.55% |
$29.8M - $30M
|
47.4K
$1.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
SELL
|
- |
-301- 30.07% |
$8.81K - $8.88K
|
700
$21.1K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.8K+ 12.26% |
$81.8K - $82.5K
|
25.6K
$771K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
218New |
$6.38K - $6.43K
|
218
$6.56K
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 32.74% |
$102K - $103K
|
7.19K
$216K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
848KNew |
$24.8M - $25M
|
848K
$25.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
73+ 0.06% |
$2.14K - $2.15K
|
114K
$3.43M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Cg, LLC
Plano, TX |
SELL
|
- |
-7.84K- 16.0% |
$229K - $231K
|
41.1K
$1.24M
|
|
|
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
$685K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.09K+ 4.86% |
$31.9K - $32.2K
|
23.5K
$708K
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$602K - $607K
|
20.6K
$619K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12.4K- 52.01% |
$363K - $366K
|
11.4K
$344K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
75+ 1.06% |
$2.19K - $2.21K
|
7.16K
$215K
|
|
|
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
$29.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.9KNew |
$494K - $498K
|
16.9K
$507K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.21KNew |
$35.4K - $35.7K
|
1.21K
$36.4K
|
|
| Q2 2023 | |||||||
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-440Closed |
$12.9K - $13.1K
|
0
$0
|
|