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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$602K - $607K
|
20.6K
$618K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
16.9KNew |
$494K - $498K
|
16.9K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
6.8K+ 31.95% |
$199K - $201K
|
28.1K
$844K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.8K+ 12.26% |
$81.8K - $82.5K
|
25.6K
$770K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
1.87K+ 1.73% |
$54.7K - $55.2K
|
110K
$3.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
1.26K+ 18.46% |
$36.9K - $37.2K
|
8.08K
$243K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.21KNew |
$35.4K - $35.7K
|
1.21K
$36.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.09K+ 4.86% |
$31.9K - $32.2K
|
23.5K
$707K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
983New |
$28.8K - $29K
|
983
$29.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
569+ 0.94% |
$16.6K - $16.8K
|
60.9K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
516New |
$15.1K - $15.2K
|
516
$15.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
218New |
$6.38K - $6.43K
|
218
$6.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
84New |
$2.46K - $2.48K
|
84
$2.53K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
BUY
|
- |
75+ 1.06% |
$2.19K - $2.21K
|
7.16K
$215K
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
73+ 0.06% |
$2.14K - $2.15K
|
114K
$3.43M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
60New |
$1.76K - $1.77K
|
60
$1.8K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
200K+ 51.28% |
$5.87M - $5.94M
|
590K
$17.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
181K+ 4.79% |
$5.31M - $5.37M
|
3.95M
$119M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
134KNew |
$3.93M - $3.97M
|
134K
$4.02M
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
65.7KNew |
$1.93M - $1.95M
|
65.7K
$1.98M
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
28.7KNew |
$843K - $853K
|
28.7K
$863K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
20.9KNew |
$614K - $621K
|
20.9K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
13.6K+ 8.03% |
$399K - $404K
|
183K
$5.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Reinhart Partners, Inc.
|
BUY
|
- |
9.5KNew |
$279K - $282K
|
9.5K
$286K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
9.3KNew |
$273K - $276K
|
9.3K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
BUY
|
- |
8K+ 0.85% |
$235K - $238K
|
955K
$28.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
7.01KNew |
$206K - $208K
|
7.01K
$211K
|
|
|
Jul 26, 2023
Q2 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
3.41K+ 3.47% |
$100K - $101K
|
102K
$3.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.76KNew |
$81.1K - $82K
|
2.76K
$83K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.3KNew |
$67.5K - $68.3K
|
2.3K
$69.2K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
685New |
$20.1K - $20.3K
|
685
$20.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
675New |
$19.8K - $20K
|
675
$20.3K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
577New |
$16.9K - $17.1K
|
577
$17.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
426+ 173.88% |
$12.5K - $12.7K
|
671
$20.2K
|
|
|
Jul 12, 2023
Q2 2023
|
Hoese & CO LLP
|
BUY
|
- |
408New |
$12K - $12.1K
|
408
$12.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
BUY
|
- |
312+ 3.06% |
$9.16K - $9.27K
|
10.5K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
BUY
|
- |
270+ 6.45% |
$7.93K - $8.02K
|
4.45K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
253+ 3.47% |
$7.43K - $7.51K
|
7.55K
$227K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
232New |
$6.81K - $6.89K
|
232
$6.98K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
138New |
$4.05K - $4.1K
|
138
$4.15K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
110New |
$3.23K - $3.27K
|
110
$3.31K
|
|
|
Aug 08, 2023
Q2 2023
|
Econ Financial Services Corp
|
BUY
|
- |
71+ 0.19% |
$2.08K - $2.11K
|
36.8K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
14New |
$411 - $416
|
14
$421
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
7+ 0.08% |
$206 - $208
|
8.7K
$262K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1+ 0.65% |
$29.4 - $29.7
|
156
$4.69K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
219K+ 101.54% |
$6.39M - $6.5M
|
434K
$13.1M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
73.1KNew |
$2.13M - $2.17M
|
73.1K
$2.2M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
37.9KNew |
$1.11M - $1.12M
|
37.9K
$1.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
10.7K+ 121.31% |
$312K - $317K
|
19.5K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
9.39KNew |
$274K - $279K
|
9.39K
$282K
|
|