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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67New |
$1.98K - $2.03K
|
67
$2.01K
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-25.5K- 45.26% |
$756K - $774K
|
30.9K
$926K
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-2K- 3.58% |
$59.2K - $60.6K
|
53.8K
$1.61M
|
|
Oct 29, 2024
Q3 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
9.1K+ 34.83% |
$269K - $276K
|
35.2K
$1.06M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
544+ 2.54% |
$16.1K - $16.5K
|
21.9K
$657K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.25K- 11.28% |
$36.9K - $37.8K
|
9.82K
$294K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
11.4K+ 2.36% |
$339K - $347K
|
496K
$14.9M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.48K+ 2.33% |
$280K - $287K
|
416K
$12.5M
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
833+ 4.75% |
$24.6K - $25.2K
|
18.4K
$550K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.7K- 82.75% |
$1.03M - $1.05M
|
7.24K
$217K
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-1.29K- 2.68% |
$38.2K - $39.1K
|
46.9K
$1.41M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.5K+ 5.03% |
$460K - $471K
|
325K
$9.72M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
1+ 0.0% |
$29.6 - $30.3
|
102K
$3.05M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-627- 9.79% |
$18.5K - $19K
|
5.78K
$173K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11K+ 2427.15% |
$325K - $333K
|
11.4K
$343K
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
89+ 1.12% |
$2.63K - $2.7K
|
8.06K
$241K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
73.4KNew |
$2.17M - $2.22M
|
73.4K
$2.2M
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.61K- 84.93% |
$136K - $140K
|
818
$24.5K
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-30.4K- 21.27% |
$898K - $921K
|
112K
$3.37M
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
884New |
$26.1K - $26.8K
|
884
$26.5K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
174K+ 2.41% |
$5.14M - $5.27M
|
7.37M
$221M
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-155- 20.72% |
$4.58K - $4.7K
|
593
$17.8K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
200+ 1.94% |
$5.92K - $6.06K
|
10.5K
$315K
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.53K- 15.38% |
$45.3K - $46.4K
|
8.43K
$252K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-4.15K- 21.34% |
$123K - $126K
|
15.3K
$459K
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
320+ 1.35% |
$9.47K - $9.7K
|
24.1K
$721K
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.98K+ 5.04% |
$88.1K - $90.2K
|
62.1K
$1.86M
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
7.05KNew |
$209K - $214K
|
7.05K
$211K
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-4.93K- 28.92% |
$146K - $149K
|
12.1K
$363K
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$7.4K - $7.58K
|
250
$7.49K
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-143K- 13.21% |
$4.24M - $4.34M
|
941K
$28.2M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
36.6K+ 37.99% |
$1.08M - $1.11M
|
133K
$3.98M
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.35K- 1.15% |
$99K - $101K
|
288K
$8.63M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.63K+ 5.09% |
$137K - $140K
|
95.6K
$2.86M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
42.2K+ 8.57% |
$1.25M - $1.28M
|
534K
$16M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.98K- 9.93% |
$177K - $181K
|
54.2K
$1.62M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
856New |
$25.3K - $25.9K
|
856
$25.6K
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-48K- 45.74% |
$1.42M - $1.45M
|
56.9K
$1.71M
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.03KNew |
$208K - $213K
|
7.03K
$211K
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-43- 2.2% |
$1.27K - $1.3K
|
1.92K
$57.4K
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.92K+ 1.13% |
$116K - $119K
|
351K
$10.5M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
7.32K+ 27.14% |
$216K - $222K
|
34.3K
$1.03M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-1.32K- 1.13% |
$39K - $39.9K
|
115K
$3.45M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
135New |
$3.99K - $4.09K
|
135
$4.04K
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.37K- 44.95% |
$40.6K - $41.6K
|
1.68K
$50.3K
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-624- 4.54% |
$18.5K - $18.9K
|
13.1K
$393K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.81K- 1.53% |
$53.6K - $54.9K
|
117K
$3.49M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.3K+ 70.69% |
$2.35M - $2.4M
|
192K
$5.74M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-311K- 56.81% |
$9.21M - $9.44M
|
237K
$7.09M
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-7.82K- 4.54% |
$231K - $237K
|
165K
$4.93M
|