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 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 56.05% |
$1.41M - $1.43M
|
132K
$3.97M
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-127- 0.62% |
$3.79K - $3.82K
|
20.3K
$611K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-575- 94.88% |
$17.1K - $17.3K
|
31
$932
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
10.8K+ 70.18% |
$322K - $325K
|
26.2K
$788K
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.89K- 6.47% |
$265K - $268K
|
128K
$3.86M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.5K- 61.03% |
$194K - $196K
|
4.15K
$125K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
401+ 0.41% |
$12K - $12.1K
|
98.6K
$2.97M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-22- 1.19% |
$656 - $662
|
1.83K
$54.9K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
89.1K+ 15.6% |
$2.66M - $2.68M
|
660K
$19.9M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
466KNew |
$13.9M - $14M
|
466K
$14M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
335+ 17.14% |
$9.99K - $10.1K
|
2.29K
$68.8K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.78K- 3.36% |
$82.9K - $83.7K
|
80K
$2.41M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15K+ 2141.43% |
$447K - $451K
|
15.7K
$472K
|
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-983- 4.06% |
$29.3K - $29.6K
|
23.2K
$698K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.0% |
$37.4K - $37.7K
|
61.6K
$1.85M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.03K- 6.5% |
$30.6K - $30.9K
|
14.8K
$444K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
214+ 4.14% |
$6.38K - $6.44K
|
5.38K
$162K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
764New |
$22.8K - $23K
|
764
$23K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
3.75K+ 13.77% |
$112K - $113K
|
31K
$931K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-43K- 44.19% |
$1.28M - $1.3M
|
54.4K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-465- 0.87% |
$13.9K - $14K
|
52.8K
$1.59M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
19K+ 5.07% |
$567K - $572K
|
394K
$11.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-11.9K- 7.62% |
$355K - $358K
|
144K
$4.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.45K- 1.47% |
$103K - $104K
|
231K
$6.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.64K- 15.58% |
$78.8K - $79.5K
|
14.3K
$430K
|
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 11.04% |
$29.9K - $30.2K
|
8.08K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.7K+ 7.99% |
$378K - $381K
|
171K
$5.15M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.1K- 4.51% |
$62.7K - $63.3K
|
44.5K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.28K- 19.27% |
$68.1K - $68.7K
|
9.56K
$288K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.57K- 2.5% |
$106K - $107K
|
139K
$4.18M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.78K+ 31.72% |
$143K - $144K
|
19.9K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.69K- 51.82% |
$229K - $232K
|
7.15K
$215K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 124.07% |
$2K - $2.02K
|
121
$3.64K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 4.68% |
$150K - $151K
|
102K
$3.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-3.25K- 2.3% |
$96.8K - $97.7K
|
138K
$4.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.05KNew |
$61K - $61.6K
|
2.05K
$61.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
700New |
$20.9K - $21.1K
|
700
$21K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.53K- 27.24% |
$105K - $106K
|
9.41K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
371+ 0.15% |
$11.1K - $11.2K
|
249K
$7.48M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.3K- 1.41% |
$1.68M - $1.69M
|
3.94M
$118M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.3K+ 12.94% |
$606K - $612K
|
177K
$5.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-241- 2.51% |
$7.19K - $7.25K
|
9.36K
$281K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-4.59K- 9.41% |
$137K - $138K
|
44.2K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-16.8K- 1.75% |
$501K - $505K
|
943K
$28.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.89K+ 12.91% |
$175K - $177K
|
51.5K
$1.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-45.6K- 44.1% |
$1.36M - $1.37M
|
57.7K
$1.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
15.8K+ 9.67% |
$471K - $475K
|
179K
$5.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
58New |
$1.73K - $1.75K
|
58
$1.74K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
252New |
$7.51K - $7.59K
|
252
$7.58K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61.7K+ 56.96% |
$1.84M - $1.86M
|
170K
$5.11M
|