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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.9KNew |
$413K - $419K
|
13.9K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
333+ 2.64% |
$9.91K - $10.1K
|
12.9K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13.3KNew |
$394K - $400K
|
13.3K
$398K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
150New |
$4.47K - $4.53K
|
150
$4.51K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
459New |
$13.7K - $13.9K
|
459
$13.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
67.3KNew |
$2M - $2.03M
|
67.3K
$2.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
553+ 1.61% |
$16.5K - $16.7K
|
35K
$1.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.04K+ 25.58% |
$90.4K - $91.7K
|
14.9K
$448K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-209- 2.56% |
$6.22K - $6.31K
|
7.94K
$239K
|
|
|
Feb 10, 2025
Q4 2024
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-31.6K- 12.19% |
$942K - $955K
|
228K
$6.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
275New |
$8.19K - $8.3K
|
275
$8.27K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
442New |
$13.2K - $13.3K
|
442
$13.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149New |
$4.44K - $4.5K
|
149
$4.48K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13KNew |
$388K - $393K
|
13K
$392K
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.28KNew |
$276K - $280K
|
9.28K
$279K
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 67.39% |
$29.8K - $30.2K
|
484
$14.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
250KNew |
$7.44M - $7.55M
|
250K
$7.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.03KNew |
$30.7K - $31.1K
|
1.03K
$31K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-693- 6.13% |
$20.6K - $20.9K
|
10.6K
$319K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92New |
$2.74K - $2.78K
|
92
$2.77K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.02KNew |
$30.3K - $30.7K
|
1.02K
$30.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2New |
$59.5 - $60.4
|
2
$60.1
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-3.4K- 8.87% |
$101K - $103K
|
35K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-265K- 92.13% |
$7.9M - $8.01M
|
22.7K
$681K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.1K- 8.22% |
$152K - $154K
|
57K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
728New |
$21.7K - $22K
|
728
$21.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
221KNew |
$6.57M - $6.67M
|
221K
$6.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 4.2% |
$584K - $592K
|
487K
$14.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.1K+ 2.2% |
$836K - $847K
|
1.3M
$39.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.97K+ 57.77% |
$237K - $241K
|
21.8K
$655K
|
|
|
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
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186+ 17.22% |
$5.54K - $5.62K
|
1.27K
$38.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 145.18% |
$250K - $253K
|
14.2K
$426K
|
|
|
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
$42.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.53KNew |
$75.4K - $76.5K
|
2.53K
$76.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.3K+ 73.03% |
$38.7K - $39.2K
|
3.08K
$92.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
138K+ 58.4% |
$4.11M - $4.17M
|
374K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$810K - $821K
|
27.2K
$818K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-22.1K- 52.51% |
$657K - $666K
|
20K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.35K+ 35.51% |
$99.7K - $101K
|
12.8K
$384K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
246New |
$7.32K - $7.43K
|
246
$7.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.55% |
$43.8K - $44.4K
|
13.9K
$419K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 50.69% |
$324K - $329K
|
10.6K
$319K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.71KNew |
$80.7K - $81.8K
|
2.71K
$81.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
429+ 0.94% |
$12.8K - $13K
|
46K
$1.38M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
54New |
$1.61K - $1.63K
|
54
$1.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
387New |
$11.5K - $11.7K
|
387
$11.6K
|