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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-398K- 44.58% |
$11.9M - $12M
|
495K
$14.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-5K- 25.76% |
$149K - $151K
|
14.4K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.26K- 8.54% |
$216K - $219K
|
77.7K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-1.35K- 5.12% |
$40.2K - $40.8K
|
25.1K
$752K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.7K- 5.02% |
$80.4K - $81.5K
|
51.1K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186+ 17.22% |
$5.54K - $5.62K
|
1.27K
$38K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 145.18% |
$250K - $253K
|
14.2K
$425K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
119K+ 1.61% |
$3.53M - $3.58M
|
7.49M
$225M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-7.57K- 5.09% |
$225K - $228K
|
141K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8.52K- 5.18% |
$254K - $257K
|
156K
$4.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$389K - $395K
|
13.1K
$392K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
189New |
$5.63K - $5.71K
|
189
$5.67K
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.13K+ 5.86% |
$33.7K - $34.1K
|
20.4K
$613K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-63- 0.78% |
$1.88K - $1.9K
|
7.99K
$240K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.65K+ 8.51% |
$49.1K - $49.8K
|
21K
$631K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
960KNew |
$28.6M - $29M
|
960K
$28.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
886+ 11.11% |
$26.4K - $26.7K
|
8.86K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-295- 2.81% |
$8.78K - $8.91K
|
10.2K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.2K- 89.55% |
$364K - $369K
|
1.43K
$42.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.28K- 7.52% |
$97.5K - $98.9K
|
40.3K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-46- 0.08% |
$1.37K - $1.39K
|
60.9K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.59K+ 13.98% |
$77.1K - $78.2K
|
21.1K
$634K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-31.7K- 68.07% |
$942K - $956K
|
14.8K
$446K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
500+ 4.93% |
$14.9K - $15.1K
|
10.7K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
498New |
$14.8K - $15K
|
498
$14.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.78K- 6.99% |
$113K - $114K
|
50.4K
$1.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-929- 0.37% |
$27.7K - $28K
|
248K
$7.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.6K- 3.88% |
$525K - $532K
|
437K
$13.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 18.71% |
$74.1K - $75.1K
|
15.8K
$474K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$29.8 - $30.2
|
12.1K
$363K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
67+ 11.3% |
$1.99K - $2.02K
|
660
$19.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.57K- 3.51% |
$106K - $108K
|
98.2K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 1.56% |
$10.4K - $10.6K
|
22K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.51K+ 6.08% |
$134K - $136K
|
78.7K
$2.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22KNew |
$655K - $664K
|
22K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
118+ 1.62% |
$3.51K - $3.56K
|
7.4K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.23K- 12.54% |
$66.5K - $67.4K
|
15.6K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-305- 0.65% |
$9.08K - $9.21K
|
46.6K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.53KNew |
$75.4K - $76.5K
|
2.53K
$76K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-27K- 33.62% |
$805K - $816K
|
53.4K
$1.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.75K+ 4.93% |
$112K - $113K
|
79.8K
$2.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
852+ 0.88% |
$25.4K - $25.7K
|
97.4K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.21K+ 9.86% |
$65.6K - $66.6K
|
24.6K
$737K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-573K- 60.87% |
$17M - $17.3M
|
368K
$11M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.3K+ 73.03% |
$38.7K - $39.2K
|
3.08K
$92.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-49.3K- 28.83% |
$1.47M - $1.49M
|
122K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.41K+ 1.82% |
$131K - $133K
|
247K
$7.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21.8K+ 3.92% |
$650K - $659K
|
578K
$17.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-600- 35.71% |
$17.9K - $18.1K
|
1.08K
$32.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.15K- 3.69% |
$123K - $125K
|
108K
$3.25M
|