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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 10.31% |
$303K - $305K
|
109K
$3.28M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.95KNew |
$57.9K - $58.5K
|
1.95K
$58.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
205K+ 35.3% |
$6.07M - $6.13M
|
785K
$23.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.5K+ 49.48% |
$1.94M - $1.96M
|
198K
$5.94M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-267- 31.79% |
$7.92K - $7.99K
|
573
$17.2K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.11K+ 0.09% |
$32.9K - $33.2K
|
1.24M
$37.3M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$3.77K - $3.8K
|
127
$3.81K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-304- 12.94% |
$9.01K - $9.1K
|
2.05K
$61.4K
|
|
|
May 13, 2024
Q1 2024
|
Windham Capital Management, LLC
|
SELL
|
- |
-377K- 91.51% |
$11.2M - $11.3M
|
35K
$1.05M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
159K+ 794.0% |
$4.71M - $4.75M
|
179K
$5.37M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
466New |
$13.8K - $13.9K
|
466
$14K
|
|
|
May 09, 2024
Q1 2024
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-300K- 97.58% |
$8.9M - $8.98M
|
7.46K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-1.3K- 79.94% |
$38.6K - $39K
|
327
$9.82K
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2K- 16.67% |
$59.3K - $59.8K
|
10K
$300K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.85% |
$208 - $209
|
831
$24.9K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15.3K+ 5.95% |
$452K - $457K
|
272K
$8.16M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
465KNew |
$13.8M - $13.9M
|
465K
$14M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.3K- 31.33% |
$38.5K - $38.9K
|
2.85K
$85.6K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.29K- 6.7% |
$38.2K - $38.6K
|
17.9K
$539K
|
|
|
May 03, 2024
Q1 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.21K- 7.09% |
$35.9K - $36.2K
|
15.9K
$476K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 21.32% |
$2.49K - $2.51K
|
478
$14.3K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-247- 86.97% |
$7.32K - $7.39K
|
37
$1.11K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.52K+ 23.74% |
$74.6K - $75.3K
|
13.1K
$394K
|
|
|
May 01, 2024
Q1 2024
|
Aegon Usa Investment Management, LLC
|
SELL
|
- |
-2.67K- 24.2% |
$79.3K - $80K
|
8.38K
$251K
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.33KNew |
$247K - $249K
|
8.33K
$250K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
617+ 7.14% |
$18.3K - $18.5K
|
9.26K
$278K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.33% |
$415 - $419
|
4.22K
$127K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42New |
$1.25K - $1.26K
|
42
$1.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.3K- 96.02% |
$38.6K - $39K
|
54
$1.62K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.86K+ 56.29% |
$204K - $205K
|
19.1K
$572K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-12K- 63.17% |
$356K - $359K
|
7K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-226- 10.15% |
$6.7K - $6.76K
|
2K
$60K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-73- 0.27% |
$2.16K - $2.18K
|
27K
$812K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-379- 93.81% |
$11.2K - $11.3K
|
25
$751
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
SELL
|
- |
-4.12K- 3.04% |
$122K - $123K
|
132K
$3.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-25.9K- 4.44% |
$768K - $775K
|
557K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274New |
$8.12K - $8.2K
|
274
$8.23K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-702- 87.42% |
$20.8K - $21K
|
101
$3.03K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-370- 53.24% |
$11K - $11.1K
|
325
$9.76K
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31.4KNew |
$932K - $941K
|
31.4K
$944K
|
|
| Q4 2023 | |||||||
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-44.9K- 1.99% |
$1.31M - $1.34M
|
2.21M
$66.5M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
150K+ 20.97% |
$4.36M - $4.46M
|
863K
$25.9M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.13KNew |
$237K - $242K
|
8.13K
$244K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-290KClosed |
$8.44M - $8.63M
|
0
$0
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
224KNew |
$6.51M - $6.66M
|
224K
$6.71M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$50.3K - $51.4K
|
1.73K
$51.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-5.42K- 32.0% |
$158K - $161K
|
11.5K
$346K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
249New |
$7.26K - $7.42K
|
249
$7.47K
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
45.7KNew |
$1.33M - $1.36M
|
45.7K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.46KNew |
$130K - $133K
|
4.46K
$134K
|
|