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 09, 2024
Q2 2020
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-11.5KClosed |
$346K - $360K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
944+ 11.16% |
$28.4K - $29.6K
|
9.4K
$284K
|
|
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.23KNew |
$67.2K - $70K
|
2.23K
$67.4K
|
|
|
Aug 14, 2020
Q2 2020
|
Silver Point Capital L.P.
Greenwich, CT |
SELL
|
- |
-11KClosed |
$331K - $345K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.69KClosed |
$50.8K - $52.9K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-8.37KClosed |
$252K - $262K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Argi Investment Services, LLC
|
SELL
|
- |
-9.2KClosed |
$277K - $288K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-96.5KClosed |
$2.9M - $3.02M
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-573Closed |
$17.2K - $18K
|
0
$0
|
|
|
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
|
|
|
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 | |||||||
|
Oct 06, 2025
Q4 2019
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
4.66KNew |
$143K - $144K
|
4.66K
$140K
|
|
|
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
$29.9K
|
|
|
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
$2.45M
|
|
| 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
$377K
|
|