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 07, 2020
Q2 2020
|
Jacobsen Capital Management
|
SELL
|
- |
-195KClosed |
$5.88M - $6.13M
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-2.24KClosed |
$67.5K - $70.3K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-135Closed |
$4.06K - $4.23K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Eos Management, L.P.
|
SELL
|
- |
-18.5KClosed |
$557K - $580K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Stewardship Advisors, LLC
|
SELL
|
- |
-15.7KClosed |
$471K - $491K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Dec 18, 2020
Q1 2020
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-8.01KClosed |
$220K - $249K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-8.88KClosed |
$244K - $277K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-6.06KClosed |
$166K - $189K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-8.27KClosed |
$227K - $258K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-102KClosed |
$2.81M - $3.18M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-92KClosed |
$2.53M - $2.87M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-8.6KClosed |
$236K - $268K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1Closed |
$27.5 - $31.1
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-13.8KClosed |
$379K - $430K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-241Closed |
$6.62K - $7.5K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-1Closed |
$27.5 - $31.1
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.96KClosed |
$53.9K - $61.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-283KClosed |
$7.78M - $8.82M
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Macroview Investment Management LLC
|
SELL
|
- |
-426Closed |
$11.7K - $13.3K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1KClosed |
$27.5K - $31.2K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Portland Global Advisors LLC
|
SELL
|
- |
-6.82KClosed |
$187K - $212K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-39Closed |
$1.07K - $1.21K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-81.7KClosed |
$2.25M - $2.54M
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
First Personal Financial Services
|
SELL
|
- |
-666Closed |
$18.3K - $20.7K
|
0
$0
|
|
|
Apr 22, 2020
Q1 2020
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-711Closed |
$19.5K - $22.1K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-14.3KClosed |
$440K - $441K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-21.3KClosed |
$654K - $657K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-132- 66.67% |
$4.06K - $4.08K
|
66
$1.99K
|
|
|
Feb 13, 2020
Q4 2019
|
Apollo Management Holdings, L.P.
New York, NY |
SELL
|
- |
-800KClosed |
$24.6M - $24.7M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Next Capital Management LLC
|
SELL
|
- |
-914Closed |
$28.1K - $28.2K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-48.1KClosed |
$1.48M - $1.49M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
990New |
$30.5K - $30.6K
|
990
$29.8K
|
|
|
Feb 07, 2020
Q4 2019
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.89KClosed |
$120K - $120K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9.84KClosed |
$303K - $304K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Financial Advantage, Inc.
|
SELL
|
- |
-3.28KClosed |
$101K - $101K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-3.5KClosed |
$108K - $108K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
First Merchants Corp
|
SELL
|
- |
-15.8KClosed |
$486K - $488K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Dearborn Partners LLC
|
SELL
|
- |
-7.75KClosed |
$238K - $239K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
81.2KNew |
$2.5M - $2.51M
|
81.2K
$2.44M
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-11.9KClosed |
$365K - $367K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.5K+ 25.0% |
$76.7K - $77.1K
|
12.5K
$376K
|
|
|
Nov 14, 2019
Q3 2019
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-265KClosed |
$8.13M - $8.17M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-350Closed |
$10.7K - $10.8K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-5.27KClosed |
$162K - $163K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Titan Capital Management, LLC
|
SELL
|
- |
-925Closed |
$28.4K - $28.5K
|
0
$0
|
|
|
Oct 25, 2019
Q3 2019
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-176Closed |
$5.4K - $5.43K
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-2.16KClosed |
$66.3K - $66.7K
|
0
$0
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-6.75KClosed |
$207K - $208K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-5.88KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
615New |
N/A
|
615
$18.5K
|
|