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 09, 2022
Q1 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.3KClosed |
$39.2K - $40.3K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.04K- 12.01% |
$31.2K - $32.1K
|
7.59K
$227K
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-8.53KClosed |
$256K - $264K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-18.3KClosed |
$549K - $565K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-12KClosed |
$362K - $373K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-1K- 97.85% |
$30.1K - $30.9K
|
22
$659
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-100Closed |
$3.01K - $3.09K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-39KClosed |
$1.17M - $1.21M
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-1.32KClosed |
$39.8K - $40.9K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-63.8KClosed |
$1.92M - $1.97M
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-200Closed |
$6.01K - $6.19K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-8KClosed |
$241K - $248K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-912Closed |
$27.4K - $28.2K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-29.2KClosed |
$879K - $904K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-25.9KClosed |
$779K - $801K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.72K- 11.77% |
$51.7K - $53.2K
|
12.9K
$386K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
259New |
$7.79K - $8.01K
|
259
$7.76K
|
|
Q4 2021 | |||||||
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
34New |
$1.05K - $1.06K
|
34
$1.02K
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-2KClosed |
$61.8K - $62.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
331New |
$10.2K - $10.3K
|
331
$9.92K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.21KClosed |
$130K - $132K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-5.08KClosed |
$157K - $159K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-145KClosed |
$4.49M - $4.53M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
25New |
$773 - $781
|
25
$749
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-6.75KClosed |
$209K - $211K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-50Closed |
$1.55K - $1.56K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
$334K - $337K
|
10.8K
$324K
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-14.4KClosed |
$444K - $449K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-961Closed |
$29.7K - $30K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
397KNew |
$12.3M - $12.4M
|
397K
$11.9M
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-160Closed |
$4.95K - $5K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.98KNew |
$247K - $249K
|
7.98K
$239K
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-32- 0.38% |
$989 - $1K
|
8.47K
$254K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.2KNew |
$37.1K - $37.5K
|
1.2K
$36K
|
|
Jan 21, 2022
Q4 2021
|
D. Scott Neal, Inc.
|
SELL
|
- |
-7.07KClosed |
$219K - $221K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1.42MClosed |
$43.8M - $44.3M
|
0
$0
|
|
Q3 2021 | |||||||
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
SELL
|
- |
-3.03KClosed |
$94.5K - $94.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9.71KClosed |
$303K - $304K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-11.1KClosed |
$347K - $348K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-2.7KClosed |
$84.3K - $84.5K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-300Closed |
$9.37K - $9.39K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-53Closed |
$1.66K - $1.66K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.07KClosed |
$190K - $190K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-6.67KClosed |
$208K - $209K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100Closed |
$3.12K - $3.13K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-103Closed |
$3.22K - $3.22K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-10KClosed |
$312K - $313K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-18KClosed |
$562K - $564K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-901Closed |
$28.1K - $28.2K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-6.67KClosed |
$208K - $209K
|
0
$0
|