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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.03KNew |
$208K - $213K
|
7.03K
$211K
|
|
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
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.72KNew |
$199K - $204K
|
6.72K
$202K
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.71K+ 18.93% |
$198K - $203K
|
42.1K
$1.27M
|
|
Nov 13, 2024
Q3 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
6.47K+ 8.92% |
$192K - $196K
|
79K
$2.37M
|
|
Nov 15, 2024
Q3 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
6.3K+ 0.98% |
$186K - $191K
|
647K
$19.4M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
5.88K+ 1.89% |
$174K - $178K
|
317K
$9.52M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.45K+ 37.93% |
$161K - $165K
|
19.8K
$594K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.69K+ 21.14% |
$139K - $142K
|
26.9K
$806K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.52K+ 32.4% |
$134K - $137K
|
18.5K
$554K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.44K+ 10.99% |
$131K - $135K
|
44.9K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.4K+ 11.93% |
$130K - $133K
|
41.3K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.4K+ 1.64% |
$130K - $133K
|
272K
$8.16M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
4.36K+ 0.77% |
$129K - $132K
|
572K
$17.2M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.21K+ 7.92% |
$125K - $128K
|
57.4K
$1.72M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
3.83K+ 17.06% |
$113K - $116K
|
26.2K
$788K
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$100K - $102K
|
3.38K
$101K
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87K+ 3.94% |
$85K - $87.1K
|
75.8K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.59K+ 14.06% |
$76.6K - $78.5K
|
21K
$630K
|
|
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
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.45K+ 3.28% |
$72.3K - $74.1K
|
77.1K
$2.31M
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.12KNew |
$62.6K - $64.1K
|
2.12K
$63.5K
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.11KNew |
$62.3K - $63.9K
|
2.11K
$63.3K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.97K+ 0.81% |
$58.2K - $59.6K
|
245K
$7.34M
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.89K+ 14.99% |
$55.9K - $57.3K
|
14.5K
$435K
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.89K+ 10.78% |
$55.8K - $57.2K
|
19.4K
$582K
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
1.59KNew |
$46.9K - $48.1K
|
1.59K
$47.6K
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.3K+ 0.46% |
$38.3K - $39.3K
|
282K
$8.46M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.2K+ 2.38% |
$35.6K - $36.5K
|
51.8K
$1.55M
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.18K+ 12.7% |
$35K - $35.9K
|
10.5K
$315K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.01K+ 270.97% |
$29.8K - $30.6K
|
1.38K
$41.4K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
884New |
$26.1K - $26.8K
|
884
$26.5K
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
856New |
$25.3K - $25.9K
|
856
$25.7K
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
833+ 4.75% |
$24.6K - $25.2K
|
18.4K
$551K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
778+ 0.5% |
$23K - $23.6K
|
157K
$4.72M
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
732+ 3.52% |
$21.7K - $22.2K
|
21.5K
$645K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
713New |
$21.1K - $21.6K
|
713
$21.4K
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
680+ 2.06% |
$20.1K - $20.6K
|
33.7K
$1.01M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
645+ 2.43% |
$19.1K - $19.5K
|
27.2K
$816K
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
644+ 3.31% |
$19K - $19.5K
|
20.1K
$603K
|
|
Nov 13, 2024
Q3 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
606+ 8.99% |
$17.9K - $18.4K
|
7.35K
$221K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
602+ 1.11% |
$17.8K - $18.2K
|
54.8K
$1.65M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
552+ 7.43% |
$16.3K - $16.7K
|
7.99K
$240K
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
544+ 2.54% |
$16.1K - $16.5K
|
21.9K
$659K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
532New |
$15.7K - $16.1K
|
532
$16K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
532New |
$15.7K - $16.1K
|
532
$16K
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
424+ 1.25% |
$12.5K - $12.9K
|
34.4K
$1.03M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
424+ 169.6% |
$12.5K - $12.9K
|
674
$20.2K
|
|
Nov 12, 2024
Q3 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
368+ 1.82% |
$10.9K - $11.2K
|
20.6K
$618K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
363+ 0.07% |
$10.7K - $11K
|
545K
$16.4M
|