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 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-618- 5.3% |
$18.3K - $18.7K
|
11K
$331K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.12KNew |
$62.6K - $64.1K
|
2.12K
$63.5K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
262+ 0.69% |
$7.75K - $7.94K
|
38.2K
$1.15M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.06M+ 9.0% |
$90.6M - $92.8M
|
37.1M
$1.11B
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.4K+ 31.99% |
$868K - $890K
|
121K
$3.64M
|
|
Oct 09, 2024
Q3 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-635- 4.11% |
$18.8K - $19.2K
|
14.8K
$445K
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
4.69K+ 21.14% |
$139K - $142K
|
26.9K
$806K
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
15K+ 4.98% |
$442K - $453K
|
315K
$9.46M
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.76K- 25.09% |
$81.5K - $83.5K
|
8.23K
$247K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.52K+ 32.4% |
$134K - $137K
|
18.5K
$554K
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
87K+ 8.95% |
$2.57M - $2.64M
|
1.06M
$31.8M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$384K - $394K
|
13K
$390K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
304New |
$8.99K - $9.21K
|
304
$9.13K
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4K- 86.19% |
$118K - $121K
|
641
$19.2K
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-6- 2.79% |
$177 - $182
|
209
$6.27K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
645+ 2.43% |
$19.1K - $19.5K
|
27.2K
$816K
|
|
Q2 2024 | |||||||
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-130- 0.76% |
$3.84K - $3.86K
|
17K
$512K
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-796- 59.45% |
$23.5K - $23.6K
|
543
$16.3K
|
|
Sep 26, 2024
Q2 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-7.13KClosed |
$210K - $212K
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
391KNew |
$11.5M - $11.6M
|
391K
$11.7M
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
12.4KNew |
$366K - $368K
|
12.4K
$372K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-2.3K- 63.43% |
$67.8K - $68.2K
|
1.32K
$39.7K
|
|
Aug 14, 2024
Q2 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 3.39% |
$62K - $62.4K
|
59.9K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.1K- 3.39% |
$62K - $62.4K
|
59.9K
$1.8M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
299New |
$8.82K - $8.88K
|
299
$8.98K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
141KNew |
$4.16M - $4.19M
|
141K
$4.24M
|
|
Aug 14, 2024
Q2 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
103KNew |
$3.03M - $3.04M
|
103K
$3.08M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.61M+ 15924.81% |
$106M - $107M
|
3.63M
$109M
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.9K- 71.98% |
$646K - $650K
|
8.52K
$256K
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
56.4KNew |
$1.66M - $1.67M
|
56.4K
$1.69M
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.83K- 3.19% |
$54K - $54.3K
|
55.5K
$1.67M
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 53.22% |
$33K - $33.2K
|
982
$29.5K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
18.9K+ 6.13% |
$557K - $560K
|
327K
$9.8M
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.87K+ 4.2% |
$114K - $115K
|
96K
$2.88M
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.5KNew |
$488K - $491K
|
16.5K
$496K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 1.32% |
$59 - $59.4
|
154
$4.62K
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-511Closed |
$15.1K - $15.2K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-207- 2.13% |
$6.11K - $6.15K
|
9.5K
$285K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
315New |
$9.3K - $9.36K
|
315
$9.46K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42New |
$1.24K - $1.25K
|
42
$1.26K
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.11K- 31.98% |
$121K - $122K
|
8.73K
$262K
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-2.15K- 3.64% |
$63.4K - $63.8K
|
56.8K
$1.71M
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.48KNew |
$73K - $73.5K
|
2.48K
$74.3K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.91K- 18.94% |
$56.2K - $56.6K
|
8.15K
$245K
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.01% |
$29.5 - $29.7
|
12.6K
$378K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-3.24K- 28.85% |
$95.7K - $96.3K
|
8K
$240K
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
11.3KNew |
$332K - $334K
|
11.3K
$338K
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
28.4KNew |
$837K - $842K
|
28.4K
$851K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 1.62% |
$4.99K - $5.02K
|
10.6K
$318K
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-42- 0.23% |
$1.24K - $1.25K
|
18.4K
$551K
|