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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
BUY
|
- |
2.76KNew |
$81.5K - $82K
|
2.76K
$82.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-350- 2.72% |
$10.3K - $10.4K
|
12.5K
$375K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.45KNew |
$279K - $281K
|
9.45K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-9.07K- 25.0% |
$268K - $269K
|
27.2K
$817K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
109New |
$3.22K - $3.24K
|
109
$3.27K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.03K+ 3.34% |
$60K - $60.4K
|
62.9K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06K+ 7.84% |
$31.4K - $31.6K
|
14.6K
$439K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.75KNew |
$229K - $230K
|
7.75K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.31KNew |
$68.1K - $68.5K
|
2.31K
$69.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortune 45 LLC
|
BUY
|
- |
3.09K+ 5.75% |
$91.1K - $91.7K
|
56.8K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-150- 0.37% |
$4.43K - $4.46K
|
39.9K
$1.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.9KNew |
$145K - $146K
|
4.9K
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-83.6K- 91.34% |
$2.47M - $2.48M
|
7.93K
$238K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2KNew |
$59K - $59.4K
|
2K
$60K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 2.22% |
$590 - $594
|
921
$27.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-536- 49.86% |
$15.8K - $15.9K
|
539
$16.2K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.43KNew |
$131K - $132K
|
4.43K
$133K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.8K- 16.09% |
$53K - $53.4K
|
9.37K
$281K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-313K- 79.68% |
$9.24M - $9.29M
|
79.8K
$2.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
14.6K+ 4.31% |
$430K - $432K
|
352K
$10.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
42.7K+ 48.92% |
$1.26M - $1.27M
|
130K
$3.9M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.35K- 0.57% |
$39.7K - $39.9K
|
235K
$7.07M
|
|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.9K+ 34.88% |
$854K - $860K
|
112K
$3.36M
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
150New |
$4.43K - $4.46K
|
150
$4.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7KClosed |
$206K - $208K
|
0
$0
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
616+ 1.89% |
$18.2K - $18.3K
|
33.2K
$995K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.24KNew |
$95.5K - $96.1K
|
3.24K
$97.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.03% |
$29.5 - $29.7
|
2.97K
$89.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
12.4KNew |
$365K - $367K
|
12.4K
$371K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-6.68K- 79.99% |
$197K - $198K
|
1.67K
$50.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-3.52K- 2.3% |
$104K - $104K
|
149K
$4.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-186- 96.88% |
$5.49K - $5.52K
|
6
$180
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
252New |
$7.44K - $7.48K
|
252
$7.57K
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-100- 7.02% |
$2.95K - $2.97K
|
1.33K
$39.8K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-13K- 41.35% |
$382K - $385K
|
18.4K
$552K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8.56K+ 16.58% |
$254K - $256K
|
60.2K
$1.81M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.9K+ 12.88% |
$413K - $417K
|
122K
$3.67M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
207+ 22.55% |
$6.14K - $6.19K
|
1.13K
$33.8K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15.9KNew |
$470K - $474K
|
15.9K
$476K
|
|
|
May 24, 2024
Q1 2024
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-23.6K- 72.9% |
$700K - $706K
|
8.78K
$264K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 9.6% |
$2.08K - $2.09K
|
659
$19.8K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.93K- 42.47% |
$294K - $297K
|
13.5K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.64KNew |
$167K - $169K
|
5.64K
$169K
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
80.2K+ 28.82% |
$2.38M - $2.4M
|
359K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 3.61% |
$1.16K - $1.17K
|
1.12K
$33.6K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.23KNew |
$244K - $246K
|
8.23K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-5.67K- 27.23% |
$168K - $170K
|
15.2K
$455K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
630New |
$18.7K - $18.8K
|
630
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.3K+ 12.88% |
$97.8K - $98.7K
|
28.9K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45.6K+ 88.95% |
$1.35M - $1.36M
|
96.8K
$2.91M
|
|