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 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12K- 66.68% |
$348K - $355K
|
6.01K
$181K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.78KNew |
$283K - $289K
|
9.78K
$295K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
176New |
$5.1K - $5.2K
|
176
$5.31K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13.3K+ 62.37% |
$384K - $392K
|
34.5K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$248K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
76.7KNew |
$2.22M - $2.26M
|
76.7K
$2.31M
|
|
| Q3 2022 | |||||||
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
9.29KNew |
$271K - $278K
|
9.29K
$280K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
525New |
$15.3K - $15.7K
|
525
$15.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.53K- 8.3% |
$73.7K - $75.8K
|
27.9K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-156- 0.76% |
$4.55K - $4.68K
|
20.4K
$616K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$32.1K - $33K
|
1.1K
$33.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.16% |
$47.9K - $49.3K
|
30.2K
$912K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
45+ 0.34% |
$1.31K - $1.35K
|
13.4K
$405K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.86K- 17.74% |
$54.2K - $55.7K
|
8.62K
$260K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.91K- 59.84% |
$289K - $297K
|
6.65K
$201K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
19K+ 4.61% |
$555K - $571K
|
432K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-472K- 91.03% |
$13.8M - $14.2M
|
46.6K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.25K- 54.25% |
$270K - $277K
|
7.8K
$235K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8.52KNew |
$248K - $255K
|
8.52K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-213- 1.88% |
$6.21K - $6.39K
|
11.1K
$335K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-70.6K- 70.33% |
$2.06M - $2.12M
|
29.8K
$899K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
573New |
$16.7K - $17.2K
|
573
$17.3K
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252New |
$7.35K - $7.56K
|
252
$7.61K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-241- 2.67% |
$7.03K - $7.23K
|
8.8K
$265K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.6KNew |
$396K - $408K
|
13.6K
$410K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-2K- 56.53% |
$58.3K - $60K
|
1.54K
$46.4K
|
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15.4K+ 19.17% |
$448K - $461K
|
95.6K
$2.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
81New |
$2.36K - $2.43K
|
81
$2.44K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32KNew |
$934K - $960K
|
32K
$966K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-5.41K- 22.51% |
$158K - $162K
|
18.6K
$562K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.69K- 9.39% |
$78.5K - $80.7K
|
26K
$783K
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-378- 3.17% |
$11K - $11.3K
|
11.5K
$348K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-459- 1.14% |
$13.4K - $13.8K
|
39.7K
$1.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$29.2 - $30
|
980
$29.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
67+ 0.48% |
$1.95K - $2.01K
|
13.9K
$420K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9.4K- 17.76% |
$274K - $282K
|
43.6K
$1.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
623New |
$18.2K - $18.7K
|
623
$18.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 0.09% |
$146 - $150
|
5.5K
$166K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-42.7K- 17.87% |
$1.25M - $1.28M
|
196K
$5.93M
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-106- 1.0% |
$3.09K - $3.18K
|
10.5K
$316K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
46+ 14.42% |
$1.35K - $1.39K
|
365
$11K
|
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-3.3KClosed |
$97.2K - $99.4K
|
0
$0
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-7.32KClosed |
$216K - $220K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.11KClosed |
$62.2K - $63.6K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.7KClosed |
$50.1K - $51.2K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-5.74K- 33.36% |
$169K - $173K
|
11.5K
$346K
|
|
|
Aug 15, 2022
Q2 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-5.38K- 98.64% |
$158K - $162K
|
74
$2.23K
|
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
173KNew |
$5.09M - $5.2M
|
173K
$5.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
9.36KNew |
$276K - $282K
|
9.36K
$282K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-835Closed |
$24.6K - $25.1K
|
0
$0
|
|