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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-81- 2.42% |
$2.42K - $2.44K
|
3.27K
$98.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.45K+ 2.73% |
$103K - $104K
|
130K
$3.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.2K+ 30.37% |
$453K - $458K
|
65.3K
$1.96M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
523+ 7.36% |
$15.6K - $15.7K
|
7.63K
$229K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-36- 0.36% |
$1.07K - $1.08K
|
10.1K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.91KNew |
$206K - $208K
|
6.91K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-853- 11.32% |
$25.4K - $25.7K
|
6.68K
$201K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.32K+ 105366.67% |
$189K - $190K
|
6.33K
$190K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
158+ 2.3% |
$4.71K - $4.76K
|
7.03K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-179K- 79.1% |
$5.33M - $5.38M
|
47.2K
$1.42M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
97.9K+ 50.06% |
$2.92M - $2.95M
|
294K
$8.83M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.08K- 7.05% |
$32.1K - $32.4K
|
14.2K
$426K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-558K- 23.25% |
$16.6M - $16.8M
|
1.84M
$55.4M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
22+ 0.27% |
$656 - $662
|
8.2K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.01K+ 19.45% |
$59.8K - $60.4K
|
12.3K
$370K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-6.61K- 8.28% |
$197K - $199K
|
73.2K
$2.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-20- 0.03% |
$596 - $602
|
59.7K
$1.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.98K- 10.75% |
$59K - $59.6K
|
16.4K
$495K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
389+ 2.64% |
$11.6K - $11.7K
|
15.1K
$455K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.5M+ 3609.37% |
$134M - $136M
|
4.63M
$139M
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$228K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-788- 0.82% |
$23.5K - $23.7K
|
95.5K
$2.87M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-627- 0.64% |
$18.7K - $18.9K
|
96.8K
$2.91M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
725New |
$21.6K - $21.9K
|
725
$21.8K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.52KNew |
$105K - $106K
|
3.52K
$106K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.7K+ 12.82% |
$1.87M - $1.89M
|
552K
$16.6M
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
22.6KNew |
$674K - $684K
|
22.6K
$681K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
48.8KNew |
$1.45M - $1.47M
|
48.8K
$1.47M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.87K- 6.43% |
$85.3K - $86.5K
|
41.7K
$1.25M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.4K- 56.01% |
$340K - $345K
|
8.98K
$270K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
3.6K+ 3.11% |
$107K - $109K
|
119K
$3.59M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.72KNew |
$200K - $203K
|
6.72K
$202K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-23K- 24.27% |
$686K - $696K
|
71.9K
$2.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
453New |
$13.5K - $13.7K
|
453
$13.6K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.27K- 8.04% |
$37.7K - $38.2K
|
14.5K
$435K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
81.1KNew |
$2.41M - $2.45M
|
81.1K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.3K+ 111.15% |
$485K - $492K
|
30.9K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 6.61% |
$819K - $831K
|
444K
$13.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 2.32% |
$82.3K - $83.5K
|
117K
$3.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$29.8 - $30.2
|
8.06K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
State Street Corp
Boston, MA |
SELL
|
- |
-29.6K- 0.85% |
$881K - $894K
|
3.45M
$104M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 2.28% |
$370K - $375K
|
558K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.66M - $5.74M
|
190K
$5.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.6K- 1.17% |
$1.74M - $1.77M
|
4.96M
$149M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
791New |
$23.5K - $23.9K
|
791
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-266K- 25.17% |
$7.93M - $8.04M
|
792K
$23.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.97KNew |
$237K - $240K
|
7.97K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
8.16K+ 18.11% |
$243K - $246K
|
53.2K
$1.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.87K+ 6.01% |
$55.6K - $56.3K
|
32.9K
$991K
|
|