Latest Institutional Purchases of Spdr Portfolio Short Term Corp (SPSB)
This list provides information on the latest institutional transactions involving Spdr Portfolio Short Term Corp (SPSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13.3K+ 62.37% |
$384K - $392K
|
34.5K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
13.1KNew |
$380K - $387K
|
13.1K
$392K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$350K - $357K
|
12.1K
$361K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4K+ 128.15% |
$330K - $336K
|
20.3K
$605K
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.4KNew |
$329K - $335K
|
11.4K
$339K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11KNew |
$319K - $325K
|
11K
$329K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.2KNew |
$295K - $301K
|
10.2K
$304K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.78KNew |
$283K - $289K
|
9.78K
$292K
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
9.14K+ 6.43% |
$264K - $270K
|
151K
$4.52M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.81KNew |
$255K - $260K
|
8.81K
$263K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$246K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$246K
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.99KNew |
$231K - $236K
|
7.99K
$238K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.58K+ 66.01% |
$219K - $224K
|
19.1K
$569K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$219K - $223K
|
7.56K
$226K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 57.19% |
$115K - $117K
|
10.9K
$325K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.39KNew |
$69.3K - $70.7K
|
2.39K
$71.5K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
407New |
$11.8K - $12K
|
407
$12.2K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
391New |
$11.3K - $11.5K
|
391
$11.7K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
307New |
$8.89K - $9.07K
|
307
$9.17K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
205+ 100.0% |
$5.93K - $6.05K
|
410
$12.2K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
176New |
$5.1K - $5.2K
|
176
$5.26K
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
142New |
$4.11K - $4.19K
|
142
$4.24K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
139New |
$4.02K - $4.1K
|
139
$4.15K
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
117New |
$3.39K - $3.46K
|
117
$3.49K
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
41New |
$1.19K - $1.21K
|
41
$1.22K
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
32KNew |
$934K - $960K
|
32K
$956K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
19K+ 4.61% |
$555K - $571K
|
432K
$12.9M
|
|
Oct 31, 2022
Q3 2022
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
15.4K+ 19.17% |
$448K - $461K
|
95.6K
$2.85M
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
13.6KNew |
$396K - $408K
|
13.6K
$406K
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
9.29KNew |
$271K - $278K
|
9.29K
$277K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
8.52KNew |
$248K - $255K
|
8.52K
$254K
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
6.04K+ 57.43% |
$176K - $181K
|
16.6K
$495K
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.21KNew |
$35.4K - $36.4K
|
1.21K
$36.3K
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
1.1KNew |
$32.1K - $33K
|
1.1K
$32.8K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
623New |
$18.2K - $18.7K
|
623
$18.6K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
573New |
$16.7K - $17.2K
|
573
$17.1K
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
525New |
$15.3K - $15.7K
|
525
$15.7K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
252New |
$7.35K - $7.56K
|
252
$7.52K
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
81New |
$2.36K - $2.43K
|
81
$2.42K
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
67+ 0.48% |
$1.95K - $2.01K
|
13.9K
$416K
|
|
Nov 14, 2022
Q3 2022
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
45+ 0.34% |
$1.31K - $1.35K
|
13.4K
$400K
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.1% |
$29.2 - $30
|
980
$29.3K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
699K+ 98.2% |
$20.6M - $21M
|
1.41M
$42.1M
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
257KNew |
$7.56M - $7.73M
|
257K
$7.67M
|
|
Aug 15, 2022
Q2 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
173KNew |
$5.09M - $5.2M
|
173K
$5.16M
|
|
Aug 12, 2022
Q2 2022
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
80KNew |
$2.36M - $2.41M
|
80K
$2.39M
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
48.4KNew |
$1.43M - $1.46M
|
48.4K
$1.45M
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
47.5KNew |
$1.4M - $1.43M
|
47.5K
$1.42M
|
|
Jul 25, 2022
Q2 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
19KNew |
$558K - $571K
|
19K
$566K
|