Latest Institutional Purchases of Spdr Portfolio Short Term Corp (SPSB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Short Term Corp (SPSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.73M+ 2687.56% |
$51.4M - $52.1M
|
1.79M
$53.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
398KNew |
$11.9M - $12M
|
398K
$11.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
358K+ 17.8% |
$10.7M - $10.8M
|
2.37M
$71M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
232K+ 26.17% |
$6.91M - $7.01M
|
1.12M
$33.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 35.17% |
$3.79M - $3.84M
|
489K
$14.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
114K+ 11.58% |
$3.39M - $3.44M
|
1.1M
$32.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
84.8KNew |
$2.52M - $2.56M
|
84.8K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
74.8K+ 5.0% |
$2.23M - $2.26M
|
1.57M
$47M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
59.5K+ 2.54% |
$1.77M - $1.8M
|
2.4M
$71.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50.5K+ 25.31% |
$1.5M - $1.52M
|
250K
$7.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
50KNew |
$1.49M - $1.51M
|
50K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.3K+ 5.1% |
$1.26M - $1.28M
|
871K
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
41.6K+ 4.51% |
$1.24M - $1.25M
|
963K
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
34.8K+ 3.48% |
$1.04M - $1.05M
|
1.04M
$31M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33.4K+ 36.54% |
$994K - $1.01M
|
125K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32K+ 5.18% |
$951K - $965K
|
649K
$19.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
31.5K+ 3.1% |
$939K - $952K
|
1.05M
$31.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.4K+ 21.94% |
$875K - $887K
|
163K
$4.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 158.24% |
$820K - $831K
|
44.9K
$1.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.9K+ 7.14% |
$771K - $782K
|
388K
$11.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
24.9K+ 6.68% |
$740K - $750K
|
397K
$11.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
23.4K+ 3.43% |
$697K - $707K
|
707K
$21.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.8K+ 6.37% |
$649K - $658K
|
364K
$10.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 18.15% |
$589K - $597K
|
129K
$3.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
14.3K+ 6.8% |
$424K - $430K
|
224K
$6.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 3.42% |
$367K - $372K
|
373K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.9K+ 5.37% |
$355K - $360K
|
234K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 3.29% |
$347K - $352K
|
366K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.1KNew |
$331K - $336K
|
11.1K
$333K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.9K+ 13.31% |
$265K - $269K
|
75.7K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.51K+ 4.98% |
$253K - $257K
|
179K
$5.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.71K+ 8.6% |
$230K - $233K
|
97.4K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.63KNew |
$227K - $230K
|
7.63K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.54KNew |
$224K - $228K
|
7.54K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.99K+ 38.66% |
$208K - $211K
|
25.1K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$201K - $204K
|
6.75K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.36K+ 16.19% |
$189K - $192K
|
45.6K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.16K+ 7.2% |
$183K - $186K
|
91.6K
$2.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.76K+ 70.73% |
$172K - $174K
|
13.9K
$416K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.18K+ 26.76% |
$154K - $156K
|
24.5K
$734K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.69K+ 3.86% |
$140K - $142K
|
126K
$3.78M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.66K+ 58.89% |
$139K - $141K
|
12.6K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.4K+ 1.65% |
$131K - $133K
|
271K
$8.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.29K+ 4.55% |
$128K - $130K
|
98.7K
$2.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.13K+ 44.78% |
$123K - $125K
|
13.3K
$399K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.91K+ 34.07% |
$116K - $118K
|
15.4K
$461K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
3.35K+ 9.74% |
$99.7K - $101K
|
37.8K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.35K+ 35.51% |
$99.7K - $101K
|
12.8K
$383K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.89K+ 4.68% |
$86.1K - $87.3K
|
64.7K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.89K+ 24.52% |
$86K - $87.2K
|
14.7K
$439K
|