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 |
---|---|---|---|---|---|---|---|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.88K+ 60.17% |
N/A
|
13K
$384K
|
|
Aug 15, 2022
Q2 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
4.33K+ 46.0% |
N/A
|
13.7K
$407K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.16KNew |
N/A
|
4.16K
$123K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
804+ 18.81% |
N/A
|
5.08K
$150K
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
620+ 784.81% |
N/A
|
699
$20.7K
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
433New |
N/A
|
433
$12.8K
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
398New |
N/A
|
398
$11.8K
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
311New |
N/A
|
311
$9.21K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
257New |
N/A
|
257
$7.61K
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
102+ 0.82% |
N/A
|
12.5K
$371K
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
81New |
N/A
|
81
$2.4K
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
30+ 0.33% |
N/A
|
9.07K
$268K
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
27New |
N/A
|
27
$799
|
|
Aug 11, 2022
Q2 2022
|
Central Bank Of Brazil
Brasilia Df, D5 |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Q1 2022 | |||||||
May 17, 2022
Q1 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
531KNew |
N/A
|
531K
$15.7M
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
185KNew |
N/A
|
185K
$5.49M
|
|
Jun 15, 2022
Q1 2022
|
Mathes Company, Inc.
|
BUY
|
- |
10KNew |
N/A
|
10K
$296K
|
|
May 18, 2022
Q1 2022
|
Sawgrass Asset Management LLC
|
BUY
|
- |
9.44KNew |
N/A
|
9.44K
$280K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
746New |
N/A
|
746
$22.1K
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
259New |
N/A
|
259
$7.67K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
139New |
N/A
|
139
$4.12K
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
397KNew |
N/A
|
397K
$11.8M
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
10.8KNew |
N/A
|
10.8K
$320K
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
7.98KNew |
N/A
|
7.98K
$236K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
1.2KNew |
N/A
|
1.2K
$35.5K
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
331New |
N/A
|
331
$9.8K
|
|
Feb 11, 2022
Q4 2021
|
M Financial Asset Management, Inc.
Portland, OR |
BUY
|
- |
25New |
N/A
|
25
$740
|
|
Q3 2021 | |||||||
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
508New |
N/A
|
508
$15K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
7.65KNew |
N/A
|
7.65K
$227K
|
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
6.37KNew |
N/A
|
6.37K
$189K
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
334New |
N/A
|
334
$9.89K
|
|
Q1 2021 | |||||||
Apr 27, 2021
Q1 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
9.88KNew |
N/A
|
9.88K
$292K
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
127+ 453.57% |
N/A
|
155
$4.59K
|
|
May 13, 2021
Q1 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
100New |
N/A
|
100
$2.96K
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
42.5KNew |
N/A
|
42.5K
$1.26M
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.5KNew |
N/A
|
3.5K
$104K
|
|
Jan 27, 2021
Q4 2020
|
Accel Wealth Management
|
BUY
|
- |
981New |
N/A
|
981
$29K
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
185New |
N/A
|
185
$5.48K
|
|
Q2 2020 | |||||||
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.23KNew |
N/A
|
2.23K
$66.1K
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
944+ 11.16% |
N/A
|
9.4K
$278K
|
|
Q4 2019 | |||||||
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
81.2KNew |
N/A
|
81.2K
$2.4M
|
|
Feb 12, 2020
Q4 2019
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
990New |
N/A
|
990
$29.3K
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2.5K+ 25.0% |
N/A
|
12.5K
$370K
|
|
Q2 2019 | |||||||
Aug 13, 2019
Q2 2019
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
615New |
N/A
|
615
$18.2K
|
|
Q1 2019 | |||||||
Jul 31, 2019
Q1 2019
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
92.1KNew |
N/A
|
92.1K
$2.73M
|
|
May 15, 2019
Q1 2019
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
24KNew |
N/A
|
24K
$711K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
725New |
N/A
|
725
$21.5K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
2.51MNew |
N/A
|
2.51M
$74.5M
|
|
Q2 2018 | |||||||
Aug 14, 2018
Q2 2018
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
95.7KNew |
N/A
|
95.7K
$2.83M
|
|
Q1 2018 | |||||||
Apr 16, 2018
Q1 2018
|
Baldwin Brothers LLC
|
BUY
|
- |
1KNew |
N/A
|
1K
$29.6K
|