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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
185K+ 47.56% |
$5.51M - $5.56M
|
573K
$17.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34K+ 9.62% |
$1.01M - $1.02M
|
387K
$11.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.97K- 15.14% |
$118K - $119K
|
22.2K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.1K- 30.33% |
$480K - $484K
|
37K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.43K- 1.11% |
$42.5K - $42.9K
|
127K
$3.81M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4KNew |
$519K - $523K
|
17.4K
$523K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-33.9K- 49.58% |
$1.01M - $1.02M
|
34.4K
$1.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
500+ 0.77% |
$14.9K - $15.1K
|
65.2K
$1.96M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.77K+ 0.45% |
$52.9K - $53.4K
|
400K
$12M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13K- 34.66% |
$389K - $392K
|
24.6K
$739K
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
10.1K+ 27.28% |
$301K - $304K
|
47.1K
$1.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-724- 3.29% |
$21.6K - $21.8K
|
21.3K
$640K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-226- 1.08% |
$6.74K - $6.8K
|
20.8K
$625K
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-324- 4.05% |
$9.66K - $9.75K
|
7.67K
$231K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.84K- 1.48% |
$54.7K - $55.3K
|
123K
$3.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.6K- 6.11% |
$167K - $169K
|
86K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
43.6K+ 97.12% |
$1.3M - $1.31M
|
88.4K
$2.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
567+ 0.93% |
$16.9K - $17.1K
|
61.5K
$1.85M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.64K- 4.26% |
$48.8K - $49.2K
|
36.8K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-188- 0.37% |
$5.61K - $5.66K
|
50.6K
$1.52M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.95K- 11.8% |
$177K - $179K
|
44.4K
$1.34M
|
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.18K- 5.36% |
$35.2K - $35.5K
|
20.8K
$627K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.3K- 7.4% |
$544K - $549K
|
228K
$6.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-178- 16.48% |
$5.31K - $5.36K
|
902
$27.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
623+ 0.46% |
$18.6K - $18.8K
|
137K
$4.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.8K- 4.28% |
$470K - $475K
|
352K
$10.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-781- 0.97% |
$23.3K - $23.5K
|
80K
$2.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-498- 50.0% |
$14.9K - $15K
|
498
$15K
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 201.21% |
$800K - $808K
|
40.2K
$1.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
35KNew |
$1.05M - $1.05M
|
35K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-273- 41.36% |
$8.14K - $8.22K
|
387
$11.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.33K+ 64.1% |
$129K - $130K
|
11.1K
$333K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
117+ 0.72% |
$3.49K - $3.52K
|
16.3K
$491K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.6K+ 295.34% |
$1.15M - $1.16M
|
51.7K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
480+ 0.92% |
$14.3K - $14.4K
|
52.4K
$1.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
17.4K+ 6.79% |
$519K - $524K
|
274K
$8.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.45K- 1.06% |
$43.2K - $43.6K
|
135K
$4.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.6KNew |
$971K - $980K
|
32.6K
$980K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.76% |
$239 - $241
|
1.05K
$31.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
93.5K+ 54.07% |
$2.79M - $2.81M
|
266K
$8.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
31New |
$924 - $933
|
31
$932
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.25K+ 1.32% |
$127K - $128K
|
327K
$9.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.8K+ 19.22% |
$203K - $205K
|
42.2K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
55.6K+ 17.17% |
$1.66M - $1.67M
|
379K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.11K+ 9.61% |
$152K - $154K
|
58.2K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.9K+ 70.21% |
$355K - $358K
|
28.8K
$867K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
55.1KNew |
$1.64M - $1.66M
|
55.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
485+ 4.64% |
$14.5K - $14.6K
|
10.9K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.24K- 0.23% |
$36.9K - $37.2K
|
543K
$16.3M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 4.41% |
$584K - $590K
|
464K
$13.9M
|