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 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
$20.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.61K- 61.48% |
$106K - $107K
|
2.26K
$68K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
426+ 173.88% |
$12.5K - $12.7K
|
671
$20.2K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
253+ 3.47% |
$7.43K - $7.51K
|
7.55K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
232New |
$6.81K - $6.89K
|
232
$6.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7+ 0.08% |
$206 - $208
|
8.7K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
675New |
$19.8K - $20K
|
675
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
269+ 37.41% |
$7.9K - $7.99K
|
988
$29.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181K+ 4.79% |
$5.31M - $5.37M
|
3.95M
$119M
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.6K+ 8.03% |
$399K - $404K
|
183K
$5.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-10.1K- 7.01% |
$297K - $301K
|
134K
$4.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.3KNew |
$67.5K - $68.3K
|
2.3K
$69.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-215- 0.62% |
$6.31K - $6.39K
|
34.4K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
71+ 0.19% |
$2.08K - $2.11K
|
36.8K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
65.7KNew |
$1.93M - $1.95M
|
65.7K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.86K- 5.71% |
$54.6K - $55.3K
|
30.7K
$924K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.76KNew |
$81.1K - $82K
|
2.76K
$83.1K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.34K- 67.0% |
$39.5K - $39.9K
|
662
$19.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-13.6K- 7.12% |
$400K - $404K
|
178K
$5.35M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
28.7KNew |
$843K - $853K
|
28.7K
$864K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
9.3KNew |
$273K - $276K
|
9.3K
$280K
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
9.5KNew |
$279K - $282K
|
9.5K
$286K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-14.1K- 27.61% |
$413K - $418K
|
36.9K
$1.11M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-575K- 17.07% |
$16.9M - $17.1M
|
2.8M
$84.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
134KNew |
$3.93M - $3.97M
|
134K
$4.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.96K- 16.32% |
$57.5K - $58.1K
|
10K
$302K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
110New |
$3.23K - $3.27K
|
110
$3.31K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$614K - $621K
|
20.9K
$629K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
312+ 3.06% |
$9.16K - $9.27K
|
10.5K
$316K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.41K+ 3.47% |
$100K - $101K
|
102K
$3.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 12.37% |
$39.9K - $40.4K
|
9.63K
$290K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.2K- 57.95% |
$64.7K - $65.4K
|
1.6K
$48.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
200K+ 51.28% |
$5.87M - $5.94M
|
590K
$17.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.01KNew |
$206K - $208K
|
7.01K
$211K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$411 - $416
|
14
$421
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
577New |
$16.9K - $17.1K
|
577
$17.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8K+ 0.85% |
$235K - $238K
|
955K
$28.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-8.88K- 2.9% |
$261K - $264K
|
297K
$8.93M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.32K- 27.32% |
$127K - $128K
|
11.5K
$346K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
138New |
$4.05K - $4.1K
|
138
$4.15K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
270+ 6.45% |
$7.93K - $8.02K
|
4.45K
$134K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$29.4 - $29.7
|
156
$4.69K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
408New |
$12K - $12.1K
|
408
$12.3K
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-295- 3.12% |
$8.66K - $8.76K
|
9.17K
$276K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 4.21% |
$119K - $120K
|
92.1K
$2.77M
|
|
| Q1 2023 | |||||||
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.56KClosed |
$221K - $224K
|
0
$0
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.49K+ 3.53% |
$72.7K - $74K
|
73.1K
$2.2M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
146+ 0.12% |
$4.26K - $4.34K
|
125K
$3.76M
|
|