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 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
226New |
$6.74K - $6.8K
|
226
$6.8K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38M+ 24.34% |
$41.1M - $41.5M
|
7.04M
$212M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-14.4M- 96.68% |
$430M - $434M
|
496K
$14.9M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.25KNew |
$37.3K - $37.7K
|
1.25K
$37.6K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.32% |
$59.6 - $60.2
|
154
$4.63K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
111K+ 78.68% |
$3.32M - $3.35M
|
253K
$7.6M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
106+ 0.75% |
$3.16K - $3.19K
|
14.3K
$429K
|
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-25- 0.04% |
$746 - $753
|
58K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.3K- 73.79% |
$1.11M - $1.12M
|
13.3K
$399K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7.63K+ 1.17% |
$228K - $230K
|
657K
$19.8M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-776- 5.44% |
$23.1K - $23.4K
|
13.5K
$405K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
22.3K+ 103.02% |
$664K - $670K
|
43.9K
$1.32M
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.63K- 3.04% |
$108K - $109K
|
116K
$3.48M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
69.7K+ 13.63% |
$2.08M - $2.1M
|
581K
$17.5M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
104K+ 13.27% |
$3.09M - $3.12M
|
886K
$26.6M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-10.5K- 4.98% |
$314K - $317K
|
201K
$6.05M
|
|
|
May 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-356- 0.32% |
$10.6K - $10.7K
|
112K
$3.36M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.63K- 11.59% |
$198K - $200K
|
50.6K
$1.52M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.04K+ 4.58% |
$30.9K - $31.2K
|
23.7K
$712K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
173K+ 46.53% |
$5.17M - $5.22M
|
546K
$16.4M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14.6K+ 2.52% |
$435K - $439K
|
593K
$17.8M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 4.95% |
$31.2K - $31.5K
|
20.1K
$604K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.44K- 16.65% |
$72.8K - $73.5K
|
12.2K
$368K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-48.2K- 8.94% |
$1.44M - $1.45M
|
491K
$14.8M
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.81K+ 8.94% |
$203K - $205K
|
83K
$2.5M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
3.76K+ 16.49% |
$112K - $113K
|
26.5K
$798K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
148K+ 88.73% |
$4.41M - $4.45M
|
315K
$9.47M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.14K+ 3.99% |
$93.6K - $94.5K
|
81.8K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$656 - $662
|
22
$662
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 9.8% |
$42.8K - $43.2K
|
16.1K
$484K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 4.26% |
$4.23K - $4.27K
|
3.48K
$105K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.89K+ 12.7% |
$146K - $147K
|
43.4K
$1.3M
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-113- 12.19% |
$3.37K - $3.4K
|
814
$24.5K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.49K- 3.94% |
$134K - $135K
|
110K
$3.29M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.6K- 10.51% |
$107K - $108K
|
30.7K
$922K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9.11K+ 11.73% |
$272K - $274K
|
86.7K
$2.61M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-785- 5.01% |
$23.4K - $23.6K
|
14.9K
$448K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.03K- 12.38% |
$180K - $181K
|
42.7K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.69K+ 1.34% |
$50.2K - $50.7K
|
127K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-30.2K- 3.21% |
$900K - $908K
|
910K
$27.4M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.4K+ 4.78% |
$788K - $796K
|
579K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
700+ 1.37% |
$20.9K - $21.1K
|
51.8K
$1.56M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
7.56K+ 19.91% |
$225K - $227K
|
45.5K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
500+ 1.42% |
$14.9K - $15.1K
|
35.8K
$1.08M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
172K+ 24.41% |
$5.12M - $5.16M
|
874K
$26.3M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-1.96K- 7.83% |
$58.5K - $59K
|
23.1K
$695K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-17.9K- 1.85% |
$535K - $540K
|
952K
$28.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.63K+ 1.06% |
$138K - $139K
|
441K
$13.3M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.88K+ 3.15% |
$85.8K - $86.6K
|
94.3K
$2.83M
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
6.44K+ 1.15% |
$192K - $194K
|
564K
$17M
|