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 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
125KNew |
$3.69M - $3.78M
|
125K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-650- 0.41% |
$19.2K - $19.7K
|
160K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
46.4K+ 42.16% |
$1.37M - $1.41M
|
157K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
236K+ 6.83% |
$6.99M - $7.16M
|
3.7M
$111M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.74K- 13.97% |
$199K - $204K
|
41.5K
$1.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-4.63K- 3.79% |
$137K - $140K
|
118K
$3.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
9New |
$266 - $273
|
9
$270
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 2.74% |
$23.7K - $24.2K
|
28.4K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-3.69K- 15.35% |
$109K - $112K
|
20.4K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.97K+ 51.84% |
$206K - $211K
|
20.4K
$613K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
246+ 3.14% |
$7.28K - $7.46K
|
8.08K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
38.4KNew |
$1.13M - $1.16M
|
38.4K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-48.5K- 40.05% |
$1.44M - $1.47M
|
72.7K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
368+ 1.82% |
$10.9K - $11.2K
|
20.6K
$618K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-463- 99.14% |
$13.7K - $14K
|
4
$120
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-31.8K- 5.84% |
$939K - $962K
|
512K
$15.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.47K- 2.88% |
$43.5K - $44.6K
|
49.6K
$1.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-667- 1.52% |
$19.7K - $20.2K
|
43.2K
$1.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-19.2K- 4.65% |
$568K - $582K
|
393K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
66K+ 283.77% |
$1.95M - $2M
|
89.3K
$2.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.6K- 83.55% |
$1.59M - $1.63M
|
10.6K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.89K+ 14.99% |
$55.9K - $57.3K
|
14.5K
$435K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 11.83% |
$4.02K - $4.12K
|
1.29K
$38.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.05K- 2.83% |
$31.1K - $31.8K
|
36K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 16.4% |
$466K - $478K
|
112K
$3.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.45K+ 3.28% |
$72.3K - $74.1K
|
77.1K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1.96K- 14.18% |
$58K - $59.4K
|
11.9K
$356K
|
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
19.9K+ 8.31% |
$590K - $604K
|
260K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-3.17K- 6.56% |
$93.6K - $95.9K
|
45.1K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
111KNew |
$3.28M - $3.36M
|
111K
$3.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
169KNew |
$4.99M - $5.12M
|
169K
$5.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
424+ 1.25% |
$12.5K - $12.9K
|
34.4K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.56K+ 21.79% |
$75.8K - $77.7K
|
14.3K
$430K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.28K- 1.41% |
$37.9K - $38.8K
|
89.8K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.72KNew |
$199K - $204K
|
6.72K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8.19K- 1.73% |
$242K - $248K
|
466K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
9.54K+ 1.57% |
$282K - $289K
|
619K
$18.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-108K- 46.83% |
$3.2M - $3.28M
|
123K
$3.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.64K- 58.39% |
$137K - $141K
|
3.31K
$99.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
3+ 0.02% |
$88.7 - $90.9
|
12.1K
$362K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12K+ 1190.87% |
$355K - $364K
|
13K
$391K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.57M- 49.75% |
$46.5M - $47.7M
|
1.59M
$47.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-615- 7.38% |
$18.2K - $18.6K
|
7.71K
$232K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.58K- 32.8% |
$106K - $109K
|
7.34K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-2.75K- 4.47% |
$81.3K - $83.3K
|
58.7K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-3.47K- 5.79% |
$102K - $105K
|
56.3K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87K+ 3.94% |
$85K - $87.1K
|
75.8K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 12.7% |
$35K - $35.9K
|
10.5K
$315K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
45.4K+ 2.97% |
$1.34M - $1.38M
|
1.57M
$47.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-67.8K- 23.8% |
$2M - $2.05M
|
217K
$6.51M
|