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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2019
Q2 2019
|
First Command Bank
|
SELL
|
- |
-568Closed |
N/A
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Perkins Coie Trust CO
|
SELL
|
- |
-619Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-190Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
24KNew |
N/A
|
24K
$722K
|
|
|
May 15, 2019
Q1 2019
|
Worth Venture Partners, LLC
Fort Lee, NJ |
SELL
|
- |
-77KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Patten Group, Inc.
|
SELL
|
- |
-760Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-138Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-94.4KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Tlw Wealth Management, LLC
|
SELL
|
- |
-59.3KClosed |
N/A
|
0
$0
|
|
|
May 06, 2019
Q1 2019
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-9.56KClosed |
N/A
|
0
$0
|
|
|
May 02, 2019
Q1 2019
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-84.2KClosed |
N/A
|
0
$0
|
|
|
Apr 23, 2019
Q1 2019
|
Kwmg, LLC
|
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-40Closed |
N/A
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-8.72KClosed |
N/A
|
0
$0
|
|
|
Apr 03, 2019
Q1 2019
|
Planning Directions Inc
|
SELL
|
- |
-8.31KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
725New |
N/A
|
725
$21.8K
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Capital Management Corp
|
SELL
|
- |
-9.5KClosed |
N/A
|
0
$0
|
|
|
Jan 28, 2019
Q4 2018
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-713Closed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.9KClosed |
N/A
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.51MNew |
N/A
|
2.51M
$75.6M
|
|
|
Nov 13, 2018
Q3 2018
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.47KClosed |
N/A
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-97.7KClosed |
N/A
|
0
$0
|
|
|
Oct 30, 2018
Q3 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.58KClosed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-6.3KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2018
Q2 2018
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-6.68KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-12.7KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Tuttle Capital Management, LLC
|
SELL
|
- |
-7.38KClosed |
N/A
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
95.7KNew |
N/A
|
95.7K
$2.88M
|
|
|
Aug 14, 2018
Q2 2018
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-9.35KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-721Closed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-21.4KClosed |
N/A
|
0
$0
|
|
|
May 10, 2018
Q1 2018
|
Avestar Capital, LLC
|
SELL
|
- |
-1.08KClosed |
N/A
|
0
$0
|
|
|
May 04, 2018
Q1 2018
|
Mission Wealth Management, LP
|
SELL
|
- |
-970KClosed |
N/A
|
0
$0
|
|
|
Apr 25, 2018
Q1 2018
|
Wela Strategies, Inc.
|
SELL
|
- |
-10.4KClosed |
N/A
|
0
$0
|
|
|
Apr 16, 2018
Q1 2018
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$30.1K
|
|
|
Apr 12, 2018
Q1 2018
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-36.5KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-612KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2018
Q4 2017
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-8.53KClosed |
N/A
|
0
$0
|
|
|
Feb 09, 2018
Q4 2017
|
Spinnaker Trust
|
SELL
|
- |
-6.54KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-10Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Ledyard National Bank
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Lyell Wealth Management, LP
|
SELL
|
- |
-8.8KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$30.1
|
|
|
Nov 14, 2017
Q3 2017
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-3.11KClosed |
N/A
|
0
$0
|
|
|
Nov 13, 2017
Q3 2017
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-10.3KClosed |
N/A
|
0
$0
|
|
|
Nov 09, 2017
Q3 2017
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
6.7KNew |
N/A
|
6.7K
$201K
|
|
|
Nov 07, 2017
Q3 2017
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-7.51KClosed |
N/A
|
0
$0
|
|