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 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-264- 34.69% |
$7.64K - $7.8K
|
497
$14.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.36K- 3.38% |
$39.5K - $40.3K
|
39K
$1.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-740- 2.25% |
$21.4K - $21.9K
|
32.2K
$967K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 6.85% |
$72.4K - $73.8K
|
34K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.05K- 22.44% |
$59.3K - $60.5K
|
7.09K
$213K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.2KNew |
$787K - $802K
|
27.2K
$816K
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 57.19% |
$115K - $117K
|
10.9K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-696- 5.62% |
$20.1K - $20.6K
|
11.7K
$351K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-167- 89.3% |
$4.83K - $4.93K
|
20
$600
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
79.9KNew |
$2.31M - $2.36M
|
79.9K
$2.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$247K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.5K+ 110.34% |
$2.01M - $2.05M
|
132K
$3.98M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
307New |
$8.89K - $9.07K
|
307
$9.22K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.46K- 13.98% |
$158K - $161K
|
33.6K
$1.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$4.11K - $4.19K
|
142
$4.26K
|
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.99KNew |
$231K - $236K
|
7.99K
$240K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 80.0% |
$116 - $118
|
1
$30
|
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
35.9KNew |
$1.04M - $1.06M
|
35.9K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.81KNew |
$255K - $260K
|
8.81K
$264K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.29K- 15.61% |
$37.2K - $38K
|
6.95K
$209K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
72.6KNew |
$2.1M - $2.14M
|
72.6K
$2.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11KNew |
$319K - $325K
|
11K
$331K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-290- 2.15% |
$8.4K - $8.56K
|
13.2K
$396K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
407New |
$11.8K - $12K
|
407
$12.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-27.7K- 76.85% |
$801K - $818K
|
8.34K
$250K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$219K - $223K
|
7.56K
$227K
|
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
505KNew |
$14.6M - $14.9M
|
505K
$15.2M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41New |
$1.19K - $1.21K
|
41
$1.23K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
391New |
$11.3K - $11.5K
|
391
$11.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12K- 66.68% |
$348K - $355K
|
6.01K
$180K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.78KNew |
$283K - $289K
|
9.78K
$293K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
176New |
$5.1K - $5.2K
|
176
$5.28K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13.3K+ 62.37% |
$384K - $392K
|
34.5K
$1.04M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$247K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
76.7KNew |
$2.22M - $2.26M
|
76.7K
$2.3M
|
|
| Q3 2022 | |||||||
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
9.29KNew |
$271K - $278K
|
9.29K
$279K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
525New |
$15.3K - $15.7K
|
525
$15.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.53K- 8.3% |
$73.7K - $75.8K
|
27.9K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-156- 0.76% |
$4.55K - $4.68K
|
20.4K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$32.1K - $33K
|
1.1K
$33K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.16% |
$47.9K - $49.3K
|
30.2K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
45+ 0.34% |
$1.31K - $1.35K
|
13.4K
$402K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.86K- 17.74% |
$54.2K - $55.7K
|
8.62K
$259K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.91K- 59.84% |
$289K - $297K
|
6.65K
$200K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
19K+ 4.61% |
$555K - $571K
|
432K
$13M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-472K- 91.03% |
$13.8M - $14.2M
|
46.6K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.25K- 54.25% |
$270K - $277K
|
7.8K
$234K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8.52KNew |
$248K - $255K
|
8.52K
$256K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-213- 1.88% |
$6.21K - $6.39K
|
11.1K
$333K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-70.6K- 70.33% |
$2.06M - $2.12M
|
29.8K
$894K
|
|