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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.82K+ 5.29% |
$263K - $266K
|
176K
$5.28M
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
357+ 0.22% |
$10.6K - $10.7K
|
161K
$4.83M
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.7K+ 35.45% |
$80.5K - $81.2K
|
10.3K
$310K
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-91.7K- 37.23% |
$2.73M - $2.76M
|
155K
$4.65M
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
161KNew |
$4.79M - $4.84M
|
161K
$4.83M
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
99.8K+ 103.29% |
$2.98M - $3M
|
196K
$5.91M
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.1K- 2.73% |
$1.35M - $1.36M
|
1.61M
$48.3M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 15.3% |
$1.1M - $1.11M
|
279K
$8.39M
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20.2K- 4.02% |
$602K - $608K
|
482K
$14.5M
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.45K+ 11.26% |
$162K - $164K
|
53.8K
$1.62M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.13K- 2.31% |
$33.7K - $34K
|
47.8K
$1.44M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.5K+ 3.16% |
$431K - $435K
|
472K
$14.2M
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.18K- 38.39% |
$65K - $65.6K
|
3.5K
$105K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5.56K+ 3.04% |
$166K - $167K
|
189K
$5.67M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 16.87% |
$375K - $379K
|
62K
$1.86M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.2K- 14.07% |
$513K - $518K
|
105K
$3.16M
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-1.12K- 1.38% |
$33.3K - $33.7K
|
80K
$2.4M
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 3.25% |
$37K - $37.3K
|
39.4K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-213- 2.4% |
$6.35K - $6.41K
|
8.65K
$260K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-225K- 10.73% |
$6.72M - $6.79M
|
1.88M
$56.4M
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
48.3K+ 5.46% |
$1.44M - $1.45M
|
934K
$28.1M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-145- 42.03% |
$4.32K - $4.36K
|
200
$6.01K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-29K- 7.69% |
$865K - $873K
|
348K
$10.5M
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.6K- 2.71% |
$77.4K - $78.1K
|
93.3K
$2.81M
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 7.63% |
$45.1K - $45.5K
|
18.3K
$551K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
61.3KNew |
$1.83M - $1.85M
|
61.3K
$1.84M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9.77KNew |
$291K - $294K
|
9.77K
$294K
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
14.4K+ 119.76% |
$431K - $435K
|
26.5K
$797K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.5K+ 72.42% |
$194K - $196K
|
15.5K
$466K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-428- 2.75% |
$12.8K - $12.9K
|
15.2K
$456K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.57K- 50.06% |
$46.9K - $47.3K
|
1.57K
$47.2K
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-78.3K- 29.14% |
$2.33M - $2.36M
|
190K
$5.72M
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
112KNew |
$3.33M - $3.36M
|
112K
$3.36M
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
28.7K+ 8.04% |
$856K - $864K
|
386K
$11.6M
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-184- 2.19% |
$5.49K - $5.54K
|
8.23K
$248K
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.53K+ 2.04% |
$105K - $106K
|
176K
$5.3M
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
168+ 1.16% |
$5.01K - $5.06K
|
14.7K
$441K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
230+ 2.84% |
$6.86K - $6.92K
|
8.33K
$251K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-34- 0.44% |
$1.01K - $1.02K
|
7.74K
$233K
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-24K- 9.62% |
$717K - $724K
|
226K
$6.79M
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-33- 0.45% |
$984 - $993
|
7.36K
$221K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.38K- 15.08% |
$41K - $41.4K
|
7.75K
$233K
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-14.4K- 35.64% |
$428K - $432K
|
25.9K
$779K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
23+ 0.07% |
$686 - $692
|
33K
$991K
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.9K+ 3.01% |
$326K - $329K
|
375K
$11.3M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-547- 0.11% |
$16.3K - $16.5K
|
494K
$14.9M
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
900+ 10.28% |
$26.8K - $27.1K
|
9.66K
$290K
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
742+ 9.87% |
$22.1K - $22.3K
|
8.26K
$248K
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.95K- 0.21% |
$118K - $119K
|
1.87M
$56.2M
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 23.07% |
$309K - $312K
|
55.3K
$1.66M
|