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 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.5K+ 72.42% |
$194K - $196K
|
15.5K
$467K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-428- 2.75% |
$12.8K - $12.9K
|
15.2K
$457K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.57K- 50.06% |
$46.9K - $47.3K
|
1.57K
$47.3K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-78.3K- 29.14% |
$2.33M - $2.36M
|
190K
$5.73M
|
|
|
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
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
168+ 1.16% |
$5.01K - $5.06K
|
14.7K
$442K
|
|
|
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
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-33- 0.45% |
$984 - $993
|
7.36K
$222K
|
|
|
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
|
Ifg Advisory, LLC
|
BUY
|
- |
23+ 0.07% |
$686 - $692
|
33K
$993K
|
|
|
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
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
900+ 10.28% |
$26.8K - $27.1K
|
9.66K
$291K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.95K- 0.21% |
$118K - $119K
|
1.87M
$56.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 23.07% |
$309K - $312K
|
55.3K
$1.67M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
226New |
$6.74K - $6.8K
|
226
$6.81K
|
|
|
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
$37.7K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.32% |
$59.6 - $60.2
|
154
$4.64K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
111K+ 78.68% |
$3.32M - $3.35M
|
253K
$7.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
106+ 0.75% |
$3.16K - $3.19K
|
14.3K
$430K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.3K- 73.79% |
$1.11M - $1.12M
|
13.3K
$400K
|
|
|
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
$406K
|
|
|
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
$3.49M
|
|
|
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
$26.7M
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-10.5K- 4.98% |
$314K - $317K
|
201K
$6.06M
|
|
|
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
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
173K+ 46.53% |
$5.17M - $5.22M
|
546K
$16.5M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 4.95% |
$31.2K - $31.5K
|
20.1K
$605K
|
|
|
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
$799K
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
148K+ 88.73% |
$4.41M - $4.45M
|
315K
$9.48M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.14K+ 3.99% |
$93.6K - $94.5K
|
81.8K
$2.47M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$656 - $662
|
22
$663
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 9.8% |
$42.8K - $43.2K
|
16.1K
$485K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.89K+ 12.7% |
$146K - $147K
|
43.4K
$1.31M
|
|
|
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
$3.3M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.6K- 10.51% |
$107K - $108K
|
30.7K
$924K
|
|
|
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
$449K
|