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 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8.07KNew |
$235K - $240K
|
8.07K
$244K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.49KNew |
$218K - $223K
|
7.49K
$226K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.34KNew |
$214K - $218K
|
7.34K
$222K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.91K+ 3.34% |
$143K - $146K
|
152K
$4.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.46KNew |
$130K - $133K
|
4.46K
$135K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.42K+ 6.67% |
$70.6K - $72.2K
|
38.8K
$1.17M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$55.1K - $56.3K
|
1.89K
$57.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$50.3K - $51.4K
|
1.73K
$52.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.39KNew |
$40.5K - $41.4K
|
1.39K
$42K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 1628.57% |
$33.2K - $33.9K
|
1.21K
$36.6K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
938New |
$27.3K - $27.9K
|
938
$28.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
912New |
$26.6K - $27.2K
|
912
$27.6K
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
900New |
$26.2K - $26.8K
|
900
$27.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
892+ 10.72% |
$26K - $26.6K
|
9.21K
$279K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
855+ 12.23% |
$24.9K - $25.5K
|
7.85K
$237K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
249New |
$7.26K - $7.42K
|
249
$7.53K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
120New |
$3.5K - $3.57K
|
120
$3.63K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
100New |
$2.91K - $2.98K
|
100
$3.02K
|
|
|
Jan 17, 2024
Q4 2023
|
First Pacific Financial
|
BUY
|
- |
10New |
$291 - $298
|
10
$302
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
9New |
$262 - $268
|
9
$272
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
4+ 1.63% |
$117 - $119
|
249
$7.53K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
848KNew |
$24.8M - $25M
|
848K
$25.6M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
200KNew |
$5.85M - $5.9M
|
200K
$6.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
58.6KNew |
$1.72M - $1.73M
|
58.6K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
41.4KNew |
$1.21M - $1.22M
|
41.4K
$1.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$602K - $607K
|
20.6K
$622K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.9KNew |
$494K - $498K
|
16.9K
$510K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.8K+ 12.26% |
$81.8K - $82.5K
|
25.6K
$775K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.87K+ 1.73% |
$54.7K - $55.2K
|
110K
$3.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
1.26K+ 18.46% |
$36.9K - $37.2K
|
8.08K
$244K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.21KNew |
$35.4K - $35.7K
|
1.21K
$36.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.09K+ 4.86% |
$31.9K - $32.2K
|
23.5K
$711K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
983New |
$28.8K - $29K
|
983
$29.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
516New |
$15.1K - $15.2K
|
516
$15.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
218New |
$6.38K - $6.43K
|
218
$6.59K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
84New |
$2.46K - $2.48K
|
84
$2.54K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
75+ 1.06% |
$2.19K - $2.21K
|
7.16K
$216K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
73+ 0.06% |
$2.14K - $2.15K
|
114K
$3.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
60New |
$1.76K - $1.77K
|
60
$1.81K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
200K+ 51.28% |
$5.87M - $5.94M
|
590K
$17.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181K+ 4.79% |
$5.31M - $5.37M
|
3.95M
$120M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
134KNew |
$3.93M - $3.97M
|
134K
$4.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
65.7KNew |
$1.93M - $1.95M
|
65.7K
$1.99M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
28.7KNew |
$843K - $853K
|
28.7K
$868K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$614K - $621K
|
20.9K
$632K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.6K+ 8.03% |
$399K - $404K
|
183K
$5.54M
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
9.5KNew |
$279K - $282K
|
9.5K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
9.3KNew |
$273K - $276K
|
9.3K
$281K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8K+ 0.85% |
$235K - $238K
|
955K
$28.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.01KNew |
$206K - $208K
|
7.01K
$212K
|
|