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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
BUY
|
- |
8.89K+ 1.44% |
$259K - $264K
|
625K
$18.8M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.27K+ 30.81% |
$212K - $216K
|
30.9K
$928K
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
7.23KNew |
$211K - $215K
|
7.23K
$217K
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
2.49K+ 3.53% |
$72.7K - $74K
|
73.1K
$2.2M
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
2.16K+ 3.65% |
$62.9K - $64K
|
61.2K
$1.84M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.7KNew |
$49.6K - $50.5K
|
1.7K
$51.1K
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
1.06K+ 7.11% |
$30.9K - $31.4K
|
15.9K
$479K
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
932+ 5.38% |
$27.2K - $27.7K
|
18.3K
$549K
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
800+ 8.16% |
$23.4K - $23.8K
|
10.6K
$319K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
704New |
$20.6K - $20.9K
|
704
$21.2K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
690New |
$20.1K - $20.5K
|
690
$20.7K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
685+ 1.34% |
$20K - $20.3K
|
51.8K
$1.56M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
575+ 131.88% |
$16.8K - $17.1K
|
1.01K
$30.4K
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
367+ 1223.33% |
$10.7K - $10.9K
|
397
$11.9K
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
287+ 3.59% |
$8.38K - $8.52K
|
8.29K
$249K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
252New |
$7.36K - $7.48K
|
252
$7.58K
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
146+ 0.12% |
$4.26K - $4.34K
|
125K
$3.76M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
65New |
$1.9K - $1.93K
|
65
$1.95K
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
31+ 0.39% |
$905 - $921
|
8.05K
$242K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.46% |
$29.2 - $29.7
|
217
$6.53K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.07MNew |
$88.8M - $90.6M
|
3.07M
$92.2M
|
|
Jan 18, 2023
Q4 2022
|
Signify Wealth
|
BUY
|
- |
505KNew |
$14.6M - $14.9M
|
505K
$15.2M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
132KNew |
$3.83M - $3.91M
|
132K
$3.98M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
79.9KNew |
$2.31M - $2.36M
|
79.9K
$2.4M
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
76.7KNew |
$2.22M - $2.26M
|
76.7K
$2.31M
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
72.6KNew |
$2.1M - $2.14M
|
72.6K
$2.18M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
69.5K+ 110.34% |
$2.01M - $2.05M
|
132K
$3.98M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
65KNew |
$1.88M - $1.92M
|
65K
$1.96M
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
63.1K+ 674.9% |
$1.83M - $1.86M
|
72.5K
$2.18M
|
|
Jan 31, 2023
Q4 2022
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
35.9KNew |
$1.04M - $1.06M
|
35.9K
$1.08M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
27.2KNew |
$787K - $802K
|
27.2K
$817K
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
13.3K+ 62.37% |
$384K - $392K
|
34.5K
$1.04M
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
13.1KNew |
$380K - $387K
|
13.1K
$395K
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
12.1KNew |
$350K - $357K
|
12.1K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
11.4K+ 128.15% |
$330K - $336K
|
20.3K
$609K
|
|
Apr 20, 2023
Q4 2022
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.4KNew |
$329K - $335K
|
11.4K
$341K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
11KNew |
$319K - $325K
|
11K
$331K
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10.2KNew |
$295K - $301K
|
10.2K
$306K
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
9.78KNew |
$283K - $289K
|
9.78K
$294K
|
|
Feb 14, 2023
Q4 2022
|
Surience Private Wealth LLC
|
BUY
|
- |
9.14K+ 6.43% |
$264K - $270K
|
151K
$4.55M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
8.81KNew |
$255K - $260K
|
8.81K
$265K
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$248K
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
8.23KNew |
$238K - $243K
|
8.23K
$247K
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.99KNew |
$231K - $236K
|
7.99K
$240K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.56KNew |
$219K - $223K
|
7.56K
$227K
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
3.96K+ 57.19% |
$115K - $117K
|
10.9K
$327K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2.39KNew |
$69.3K - $70.7K
|
2.39K
$72K
|
|
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
$11.8K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
307New |
$8.89K - $9.07K
|
307
$9.23K
|