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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.98KClosed |
$58.4K - $59.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-8.61KClosed |
$254K - $259K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-1.22K- 5.59% |
$36K - $36.8K
|
20.6K
$618K
|
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-64KClosed |
$1.88M - $1.93M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
257New |
$7.57K - $7.74K
|
257
$7.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
SELL
|
- |
-4.08K- 98.55% |
$120K - $123K
|
60
$1.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-8.57KClosed |
$252K - $258K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-9.42KClosed |
$277K - $283K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
433New |
$12.8K - $13K
|
433
$13K
|
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
47.5KNew |
$1.4M - $1.43M
|
47.5K
$1.42M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
804+ 18.81% |
$23.7K - $24.2K
|
5.08K
$152K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
$122K - $125K
|
4.16K
$124K
|
|
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-237KClosed |
$6.99M - $7.15M
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-2- 5.13% |
$58.9 - $60.2
|
37
$1.11K
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-11.4KClosed |
$337K - $344K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-15.1K- 63.67% |
$446K - $456K
|
8.65K
$259K
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-9.37KClosed |
$276K - $282K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-21.1K- 51.89% |
$620K - $634K
|
19.5K
$585K
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-9.23KClosed |
$272K - $278K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
19KNew |
$558K - $571K
|
19K
$568K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-89.2KClosed |
$2.63M - $2.68M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-8.05KClosed |
$237K - $242K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
257KNew |
$7.56M - $7.73M
|
257K
$7.7M
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.78KClosed |
$81.8K - $83.6K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
398New |
$11.7K - $12K
|
398
$11.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.88K+ 60.17% |
$144K - $147K
|
13K
$389K
|
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-1.78KClosed |
$52.4K - $53.5K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-57.2K- 60.58% |
$1.69M - $1.72M
|
37.2K
$1.12M
|
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-11.4KClosed |
$337K - $344K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-103K- 32.48% |
$3.04M - $3.11M
|
215K
$6.43M
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
27New |
$795 - $813
|
27
$809
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
7.1KNew |
$214K - $220K
|
7.1K
$213K
|
|
|
Aug 23, 2023
Q1 2022
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-282- 3.7% |
$8.48K - $8.73K
|
7.35K
$220K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-2.98KClosed |
$89.5K - $92K
|
0
$0
|
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
10KNew |
$301K - $309K
|
10K
$300K
|
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.44KNew |
$284K - $292K
|
9.44K
$283K
|
|
|
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
531KNew |
$16M - $16.4M
|
531K
$15.9M
|
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-11.9KClosed |
$358K - $369K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-569KClosed |
$17.1M - $17.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-258KClosed |
$7.77M - $7.99M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1K- 91.58% |
$30.1K - $30.9K
|
92
$2.76K
|
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-69.2KClosed |
$2.08M - $2.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.55KClosed |
$46.5K - $47.8K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-32K- 99.98% |
$962K - $990K
|
7
$210
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
746New |
$22.4K - $23.1K
|
746
$22.4K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
185KNew |
$5.58M - $5.74M
|
185K
$5.56M
|
|
|
May 11, 2022
Q1 2022
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-11.3KClosed |
$339K - $349K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-9.36KClosed |
$282K - $290K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.48MClosed |
$74.7M - $76.8M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-1.5K- 16.87% |
$45.1K - $46.4K
|
7.39K
$222K
|
|