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 14, 2021
Q2 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.49KClosed |
$46.6K - $46.8K
|
0
$0
|
|
|
Jul 09, 2021
Q2 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-8.34KClosed |
$261K - $262K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Stringer Asset Management, LLC
Memphis, TN |
SELL
|
- |
-91KClosed |
$2.84M - $2.86M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-478Closed |
$14.9K - $15K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.79KClosed |
$55.9K - $56.2K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Perella Weinberg Partners Capital Management LP
|
SELL
|
- |
-317KClosed |
$9.91M - $9.96M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
$3.12K - $3.14K
|
100
$3.02K
|
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.15KClosed |
$98.4K - $99K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-60.2KClosed |
$1.88M - $1.89M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-2.4KClosed |
$75K - $75.4K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-81Closed |
$2.53K - $2.54K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
SELL
|
- |
-10.3KClosed |
$320K - $322K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-10.5KClosed |
$328K - $330K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15.9KClosed |
$497K - $500K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2.15KClosed |
$67.2K - $67.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.88KNew |
$308K - $310K
|
9.88K
$298K
|
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
SELL
|
- |
-7KClosed |
$219K - $220K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-8.58KClosed |
$268K - $269K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Arlington Partners LLC
|
SELL
|
- |
-3.85KClosed |
$120K - $121K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-2.11KClosed |
$65.8K - $66.2K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Ota Financial Group L.P.
|
SELL
|
- |
-38.2KClosed |
$1.19M - $1.2M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.5KNew |
$110K - $110K
|
3.5K
$106K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185New |
$5.79K - $5.81K
|
185
$5.58K
|
|
|
Feb 25, 2021
Q4 2020
|
Field & Main Bank
|
SELL
|
- |
-2.08KClosed |
$65.1K - $65.4K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
42.5KNew |
$1.33M - $1.34M
|
42.5K
$1.28M
|
|
|
Feb 09, 2021
Q4 2020
|
Cadence Bank Na
|
SELL
|
- |
-8.1KClosed |
$254K - $255K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Evensky & Katz LLC
|
SELL
|
- |
-17.7KClosed |
$553K - $555K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Swarthmore Group Inc
|
SELL
|
- |
-29.1KClosed |
$912K - $915K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-13.9KClosed |
$436K - $438K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
New Potomac Partners, LLC
|
SELL
|
- |
-600Closed |
$18.8K - $18.9K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
981New |
$30.7K - $30.8K
|
981
$29.6K
|
|
|
Jan 21, 2021
Q4 2020
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-7.22KClosed |
$226K - $227K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-7.82KClosed |
$245K - $246K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-10.2KClosed |
$321K - $322K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 17, 2020
Q3 2020
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-39.4KClosed |
$1.23M - $1.24M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.72KClosed |
$53.9K - $54.1K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-1.15KClosed |
$36K - $36.1K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-351Closed |
$11K - $11K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-19Closed |
$595 - $597
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-354KClosed |
$11.1M - $11.1M
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-745Closed |
$23.3K - $23.4K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-15.9KClosed |
$498K - $500K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.33KClosed |
$229K - $230K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$410K - $412K
|
0
$0
|
|
|
Oct 29, 2020
Q3 2020
|
Madrona Financial Services, LLC
|
SELL
|
- |
-141KClosed |
$4.4M - $4.42M
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.25KClosed |
$227K - $228K
|
0
$0
|
|
|
Oct 23, 2020
Q3 2020
|
Welch & Forbes LLC
|
SELL
|
- |
-7.54KClosed |
$236K - $237K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.28KClosed |
$71.5K - $71.8K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Suncoast Equity Management
|
SELL
|
- |
-8.75KClosed |
$274K - $275K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 13, 2024
Q2 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-380Closed |
$11.4K - $11.9K
|
0
$0
|
|