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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.29K+ 4.55% |
$128K - $130K
|
98.7K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-39- 7.13% |
$1.16K - $1.18K
|
508
$15.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-502- 2.47% |
$14.9K - $15.2K
|
19.8K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
946New |
$28.2K - $28.6K
|
946
$28.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.52K- 74.52% |
$45.1K - $45.7K
|
518
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-807- 10.64% |
$24K - $24.4K
|
6.78K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 100.0% |
$595 - $604
|
40
$1.2K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
713New |
$21.1K - $21.6K
|
713
$21.4K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
350+ 10.14% |
$10.4K - $10.6K
|
3.8K
$114K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1New |
$29.6 - $30.3
|
1
$30.1
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-282- 2.39% |
$8.34K - $8.55K
|
11.5K
$347K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-466- 5.04% |
$13.8K - $14.1K
|
8.78K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
177+ 17.12% |
$5.24K - $5.36K
|
1.21K
$36.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.08K- 23.86% |
$61.6K - $63.1K
|
6.65K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-496- 14.61% |
$14.7K - $15K
|
2.9K
$87.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
125KNew |
$3.69M - $3.78M
|
125K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
9New |
$266 - $273
|
9
$271
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 2.74% |
$23.7K - $24.2K
|
28.4K
$853K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.6K- 83.55% |
$1.59M - $1.63M
|
10.6K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.89K+ 14.99% |
$55.9K - $57.3K
|
14.5K
$436K
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
136+ 11.83% |
$4.02K - $4.12K
|
1.29K
$38.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.64K- 58.39% |
$137K - $141K
|
3.31K
$99.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.58K- 32.8% |
$106K - $109K
|
7.34K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
3.38KNew |
$100K - $102K
|
3.38K
$102K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
105New |
$3.11K - $3.18K
|
105
$3.16K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
7.47KNew |
$221K - $226K
|
7.47K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-296- 99.66% |
$8.76K - $8.97K
|
1
$30.1
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.36K- 20.35% |
$69.7K - $71.4K
|
9.22K
$277K
|
|
|
Nov 05, 2024
Q3 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23+ 1.27% |
$680 - $697
|
1.84K
$55.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
16New |
$473 - $485
|
16
$481
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.7KNew |
$405K - $415K
|
13.7K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-9.44K- 47.3% |
$279K - $286K
|
10.5K
$316K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-56.4K- 67.24% |
$1.67M - $1.71M
|
27.5K
$827K
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-4.64K- 45.91% |
$137K - $141K
|
5.46K
$164K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
67New |
$1.98K - $2.03K
|
67
$2.01K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-34.7K- 82.75% |
$1.03M - $1.05M
|
7.24K
$218K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-4.61K- 84.93% |
$136K - $140K
|
818
$24.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
884New |
$26.1K - $26.8K
|
884
$26.6K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.53K- 15.38% |
$45.3K - $46.4K
|
8.43K
$253K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
250New |
$7.4K - $7.58K
|
250
$7.52K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
856New |
$25.3K - $25.9K
|
856
$25.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-48K- 45.74% |
$1.42M - $1.45M
|
56.9K
$1.71M
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
135New |
$3.99K - $4.09K
|
135
$4.06K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
79.3K+ 70.69% |
$2.35M - $2.4M
|
192K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-311K- 56.81% |
$9.21M - $9.44M
|
237K
$7.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
40KNew |
$1.18M - $1.21M
|
40K
$1.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-749- 17.22% |
$22.2K - $22.7K
|
3.6K
$108K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.01K+ 270.97% |
$29.8K - $30.6K
|
1.38K
$41.5K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.17K- 1.15% |
$93.7K - $96K
|
271K
$8.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.89K+ 10.78% |
$55.8K - $57.2K
|
19.4K
$583K
|
|