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 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
26.4K+ 1.68% |
$787K - $795K
|
1.6M
$48M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.49K+ 10.31% |
$164K - $165K
|
58.7K
$1.77M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-25.8K- 10.29% |
$769K - $777K
|
225K
$6.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
9.3KNew |
$277K - $280K
|
9.3K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
246K+ 3.29% |
$7.34M - $7.41M
|
7.74M
$233M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.04K- 52.29% |
$31K - $31.3K
|
948
$28.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
132+ 0.14% |
$3.94K - $3.97K
|
97K
$2.92M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20- 0.08% |
$596 - $602
|
25K
$753K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
58+ 0.78% |
$1.73K - $1.75K
|
7.5K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.8K- 9.54% |
$2.11M - $2.13M
|
672K
$20.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-537- 52.49% |
$16K - $16.2K
|
486
$14.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
545+ 0.05% |
$16.3K - $16.4K
|
1.04M
$31.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-864- 0.72% |
$25.8K - $26K
|
119K
$3.59M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68New |
$2.03K - $2.05K
|
68
$2.04K
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
19.2K+ 2.72% |
$573K - $579K
|
726K
$21.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16K+ 2.58% |
$477K - $482K
|
635K
$19.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
245KNew |
$7.3M - $7.37M
|
245K
$7.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
11.5K+ 2.9% |
$343K - $346K
|
408K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.9K+ 201.91% |
$416K - $420K
|
20.8K
$627K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-26- 0.11% |
$775 - $783
|
24.5K
$738K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
175K+ 98.32% |
$5.21M - $5.26M
|
352K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111+ 0.09% |
$3.31K - $3.34K
|
129K
$3.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.07K- 34.18% |
$31.9K - $32.2K
|
2.06K
$61.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-32.8K- 82.25% |
$979K - $988K
|
7.09K
$213K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
52.7K+ 473.67% |
$1.57M - $1.59M
|
63.8K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.48K+ 31.89% |
$163K - $165K
|
22.7K
$681K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.96K- 9.24% |
$88.3K - $89.2K
|
29.1K
$875K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.93K- 8.23% |
$117K - $118K
|
43.8K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.48KNew |
$283K - $285K
|
9.48K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-9.01K- 40.22% |
$269K - $271K
|
13.4K
$403K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-583- 1.5% |
$17.4K - $17.5K
|
38.3K
$1.15M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.5K- 3.0% |
$44.7K - $45.2K
|
48.6K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.19K+ 25.75% |
$65.3K - $65.9K
|
10.7K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
67.7K+ 6.17% |
$2.02M - $2.04M
|
1.17M
$35M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.07K+ 0.98% |
$31.8K - $32.1K
|
110K
$3.31M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 1.06% |
$59.6 - $60.2
|
191
$5.74K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.55K- 9.97% |
$46.2K - $46.6K
|
14K
$420K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
16.2K+ 70.01% |
$484K - $489K
|
39.4K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$1.97K - $1.99K
|
66
$1.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.7KNew |
$200K - $202K
|
6.7K
$202K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
248+ 1.78% |
$7.4K - $7.46K
|
14.2K
$426K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
77+ 4.85% |
$2.3K - $2.32K
|
1.66K
$50K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.71K- 0.91% |
$200K - $202K
|
732K
$22M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-10.9K- 4.89% |
$326K - $329K
|
213K
$6.4M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
248K+ 1238075.0% |
$7.38M - $7.45M
|
248K
$7.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73K+ 2.65% |
$51.5K - $52K
|
67K
$2.01M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
5.96K+ 15.78% |
$178K - $179K
|
43.7K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.96K+ 2.57% |
$208K - $210K
|
278K
$8.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.63KNew |
$228K - $230K
|
7.63K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.06K+ 66.27% |
$151K - $152K
|
12.7K
$382K
|