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 |
|---|---|---|---|---|---|---|---|
|
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
$18.6K
|
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-151Closed |
N/A
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-16.4KClosed |
N/A
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Washington Trust Bank
|
SELL
|
- |
-745Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-8.8KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
|
Jul 16, 2019
Q2 2019
|
Forte Capital LLC
|
SELL
|
- |
-19.2KClosed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Command Financial Services, Inc.
|
SELL
|
- |
-568Closed |
N/A
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
First Command Bank
|
SELL
|
- |
-568Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-619Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
24KNew |
N/A
|
24K
$724K
|
|
|
May 15, 2019
Q1 2019
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-77KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-760Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-94.4KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-59.3KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.56KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-84.2KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8.72KClosed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Planning Directions Inc
|
SELL
|
- |
-8.31KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
725New |
N/A
|
725
$21.9K
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Capital Management Corp
|
SELL
|
- |
-9.5KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-713Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.51MNew |
N/A
|
2.51M
$75.9M
|
|
|
Nov 13, 2018
Q3 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.47KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-97.7KClosed |
N/A
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.58KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.68KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-7.38KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
95.7KNew |
N/A
|
95.7K
$2.89M
|
|
|
Aug 14, 2018
Q2 2018
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|