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 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.5K- 10.75% |
$134K - $135K
|
37.4K
$1.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
51.9K+ 4.95% |
$1.55M - $1.56M
|
1.1M
$33.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27+ 0.79% |
$805 - $813
|
3.44K
$103K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.8K- 18.61% |
$53.7K - $54.2K
|
7.87K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
45.8K+ 4.76% |
$1.37M - $1.38M
|
1.01M
$30.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-81- 2.42% |
$2.42K - $2.44K
|
3.27K
$98.3K
|
|
|
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
|
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 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
|
Marion Wealth Management
|
SELL
|
- |
-1.98K- 10.75% |
$59K - $59.6K
|
16.4K
$495K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$227K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.52K
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-97.1K- 33.82% |
$2.89M - $2.93M
|
190K
$5.71M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 12.35% |
$4.44M - $4.5M
|
1.06M
$31.8M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7.12KNew |
$212K - $215K
|
7.12K
$214K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.19K- 1.01% |
$35.5K - $36K
|
117K
$3.52M
|
|
|
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
|
|
|
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 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.72KNew |
$200K - $203K
|
6.72K
$202K
|
|
|
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 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.52K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.66M - $5.74M
|
190K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
791New |
$23.5K - $23.9K
|
791
$23.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.97KNew |
$237K - $240K
|
7.97K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-55.2K- 44.91% |
$1.64M - $1.67M
|
67.7K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
170K+ 19.72% |
$5.07M - $5.14M
|
1.03M
$31.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.7K- 1.2% |
$379K - $384K
|
1.05M
$31.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
764New |
$22.7K - $23.1K
|
764
$23K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.17K+ 469.58% |
$94.2K - $95.6K
|
3.84K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
SELL
|
- |
-18.2K- 16.38% |
$541K - $549K
|
92.8K
$2.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-40.2K- 65.44% |
$1.2M - $1.21M
|
21.3K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 2.47% |
$625 - $634
|
871
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-400- 75.19% |
$11.9K - $12.1K
|
132
$3.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.08% |
$238 - $242
|
10.5K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-11.9K- 15.7% |
$355K - $360K
|
64.1K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
23.4KNew |
$695K - $705K
|
23.4K
$702K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.8K+ 18.16% |
$143K - $145K
|
31.2K
$939K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
34KNew |
$1.01M - $1.03M
|
34K
$1.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-328K- 62.1% |
$9.76M - $9.9M
|
200K
$6.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
100New |
$2.98K - $3.02K
|
100
$3.01K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.38KNew |
$220K - $223K
|
7.38K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1K+ 39.1% |
$360K - $365K
|
43K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-400- 75.19% |
$11.9K - $12.1K
|
132
$3.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06KNew |
$31.7K - $32.1K
|
1.06K
$32K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.69KNew |
$79.9K - $81.1K
|
2.69K
$80.7K
|
|