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 |
|---|---|---|---|---|---|---|---|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
932+ 5.38% |
$27.2K - $27.7K
|
18.3K
$549K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-21.5K- 9.33% |
$628K - $638K
|
209K
$6.28M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.39KNew |
$274K - $279K
|
9.39K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.27K+ 30.81% |
$212K - $216K
|
30.9K
$928K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
367+ 1223.33% |
$10.7K - $10.9K
|
397
$11.9K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
800+ 8.16% |
$23.4K - $23.8K
|
10.6K
$319K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.7KNew |
$49.6K - $50.5K
|
1.7K
$51.1K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
8.89K+ 1.44% |
$259K - $264K
|
625K
$18.8M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-170- 0.84% |
$4.96K - $5.05K
|
20K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 0.39% |
$905 - $921
|
8.05K
$242K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-325- 1.3% |
$9.49K - $9.65K
|
24.6K
$741K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
690New |
$20.1K - $20.5K
|
690
$20.8K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
575+ 131.88% |
$16.8K - $17.1K
|
1.01K
$30.4K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37.9KNew |
$1.11M - $1.12M
|
37.9K
$1.14M
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.33K- 38.64% |
$156K - $158K
|
8.46K
$254K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.16K+ 3.65% |
$62.9K - $64K
|
61.2K
$1.84M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.71K- 6.51% |
$137K - $140K
|
67.6K
$2.03M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-9.03K- 4.23% |
$264K - $268K
|
205K
$6.15M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
219K+ 101.54% |
$6.39M - $6.5M
|
434K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
73.1KNew |
$2.13M - $2.17M
|
73.1K
$2.2M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.06K+ 7.11% |
$30.9K - $31.4K
|
15.9K
$479K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$29.2 - $29.7
|
217
$6.53K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700- 4.51% |
$20.4K - $20.8K
|
14.8K
$446K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-3.14K- 9.58% |
$91.7K - $93.3K
|
29.7K
$892K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.23KNew |
$211K - $215K
|
7.23K
$217K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
252New |
$7.36K - $7.48K
|
252
$7.58K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-31.1K- 99.19% |
$908K - $924K
|
253
$7.61K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
685+ 1.34% |
$20K - $20.3K
|
51.8K
$1.56M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
10.7K+ 121.31% |
$312K - $317K
|
19.5K
$586K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-11.3K- 36.72% |
$330K - $335K
|
19.5K
$585K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
287+ 3.59% |
$8.38K - $8.52K
|
8.29K
$249K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.94K- 25.16% |
$115K - $117K
|
11.7K
$352K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 4.32% |
$33.1K - $33.6K
|
25.1K
$754K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.82K- 33.9% |
$112K - $114K
|
7.45K
$224K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
704New |
$20.6K - $20.9K
|
704
$21.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
65New |
$1.9K - $1.93K
|
65
$1.96K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.67K- 1.82% |
$77.4K - $78.9K
|
144K
$4.34M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 78.46% |
$39.5K - $40.3K
|
375
$11.3K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
63.1K+ 674.9% |
$1.83M - $1.86M
|
72.5K
$2.18M
|
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.4KNew |
$329K - $335K
|
11.4K
$341K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.2KNew |
$295K - $301K
|
10.2K
$307K
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
13.1KNew |
$380K - $387K
|
13.1K
$395K
|
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
9.14K+ 6.43% |
$264K - $270K
|
151K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4K+ 128.15% |
$330K - $336K
|
20.3K
$610K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.39KNew |
$69.3K - $70.7K
|
2.39K
$72K
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
139New |
$4.02K - $4.1K
|
139
$4.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
132KNew |
$3.83M - $3.91M
|
132K
$3.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65KNew |
$1.88M - $1.92M
|
65K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.07MNew |
$88.8M - $90.6M
|
3.07M
$92.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-14.8KClosed |
$430K - $438K
|
0
$0
|
|