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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-575K- 17.07% |
$16.9M - $17.1M
|
2.8M
$84.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
134KNew |
$3.93M - $3.97M
|
134K
$4.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.96K- 16.32% |
$57.5K - $58.1K
|
10K
$303K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
110New |
$3.23K - $3.27K
|
110
$3.32K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$614K - $621K
|
20.9K
$631K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
312+ 3.06% |
$9.16K - $9.27K
|
10.5K
$317K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.41K+ 3.47% |
$100K - $101K
|
102K
$3.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 12.37% |
$39.9K - $40.4K
|
9.63K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.2K- 57.95% |
$64.7K - $65.4K
|
1.6K
$48.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
200K+ 51.28% |
$5.87M - $5.94M
|
590K
$17.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.01KNew |
$206K - $208K
|
7.01K
$212K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$411 - $416
|
14
$423
|
|
|
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
$28.8M
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-8.88K- 2.9% |
$261K - $264K
|
297K
$8.96M
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-4.32K- 27.32% |
$127K - $128K
|
11.5K
$347K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
138New |
$4.05K - $4.1K
|
138
$4.16K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
270+ 6.45% |
$7.93K - $8.02K
|
4.45K
$134K
|
|
|
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
$277K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 4.21% |
$119K - $120K
|
92.1K
$2.78M
|
|
| 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
$2.21M
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
146+ 0.12% |
$4.26K - $4.34K
|
125K
$3.77M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
932+ 5.38% |
$27.2K - $27.7K
|
18.3K
$551K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-21.5K- 9.33% |
$628K - $638K
|
209K
$6.3M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.39KNew |
$274K - $279K
|
9.39K
$283K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.27K+ 30.81% |
$212K - $216K
|
30.9K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
367+ 1223.33% |
$10.7K - $10.9K
|
397
$12K
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
800+ 8.16% |
$23.4K - $23.8K
|
10.6K
$320K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.7KNew |
$49.6K - $50.5K
|
1.7K
$51.3K
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
8.89K+ 1.44% |
$259K - $264K
|
625K
$18.9M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-170- 0.84% |
$4.96K - $5.05K
|
20K
$602K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 0.39% |
$905 - $921
|
8.05K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-325- 1.3% |
$9.49K - $9.65K
|
24.6K
$743K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
690New |
$20.1K - $20.5K
|
690
$20.8K
|
|
|
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
$255K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.16K+ 3.65% |
$62.9K - $64K
|
61.2K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.71K- 6.51% |
$137K - $140K
|
67.6K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-9.03K- 4.23% |
$264K - $268K
|
205K
$6.17M
|
|
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
219K+ 101.54% |
$6.39M - $6.5M
|
434K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.06K+ 7.11% |
$30.9K - $31.4K
|
15.9K
$481K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$29.2 - $29.7
|
217
$6.55K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700- 4.51% |
$20.4K - $20.8K
|
14.8K
$447K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.23KNew |
$211K - $215K
|
7.23K
$218K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
252New |
$7.36K - $7.48K
|
252
$7.61K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-31.1K- 99.19% |
$908K - $924K
|
253
$7.64K
|
|
|
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
$588K
|
|