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 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.1K+ 5.29% |
$1.18M - $1.21M
|
797K
$23.8M
|
|
Oct 17, 2024
Q3 2024
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
40KNew |
$1.18M - $1.21M
|
40K
$1.19M
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
39.3K+ 229.04% |
$1.16M - $1.19M
|
56.5K
$1.69M
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
38.9K+ 3.12% |
$1.15M - $1.18M
|
1.29M
$38.4M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
38.8K+ 40.83% |
$1.15M - $1.18M
|
134K
$4M
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
38.4KNew |
$1.13M - $1.16M
|
38.4K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
37.2K+ 8.67% |
$1.1M - $1.13M
|
467K
$13.9M
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
36.6K+ 37.99% |
$1.08M - $1.11M
|
133K
$3.96M
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
34.6K+ 31.88% |
$1.02M - $1.05M
|
143K
$4.27M
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.1K+ 427.31% |
$980K - $1M
|
40.9K
$1.22M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.7K+ 22.79% |
$967K - $991K
|
176K
$5.26M
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
32.5KNew |
$960K - $984K
|
32.5K
$969K
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
29.4KNew |
$870K - $891K
|
29.4K
$878K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.4K+ 31.99% |
$868K - $890K
|
121K
$3.62M
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
28.9K+ 47.5% |
$854K - $875K
|
89.7K
$2.68M
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
28.5K+ 4.85% |
$844K - $865K
|
617K
$18.4M
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
25.1K+ 7.63% |
$743K - $762K
|
354K
$10.6M
|
|
Nov 04, 2024
Q3 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
24.9K+ 1.99% |
$736K - $754K
|
1.27M
$38M
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
23.6K+ 9.69% |
$698K - $715K
|
267K
$7.97M
|
|
Nov 08, 2024
Q3 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
23.1K+ 22.73% |
$683K - $700K
|
125K
$3.73M
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
22.5K+ 10.62% |
$664K - $681K
|
234K
$6.98M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
21.9K+ 15.63% |
$649K - $665K
|
162K
$4.85M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3K+ 1.0% |
$601K - $616K
|
2.04M
$61M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.2K+ 18.0% |
$596K - $611K
|
132K
$3.95M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
20.1K+ 1.31% |
$595K - $609K
|
1.55M
$46.3M
|
|
Nov 12, 2024
Q3 2024
|
Municipal Employees' Retirement System Of Michigan
|
BUY
|
- |
19.9K+ 8.31% |
$590K - $604K
|
260K
$7.75M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
19.6K+ 3.28% |
$580K - $594K
|
618K
$18.4M
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
19.5K+ 5.54% |
$578K - $592K
|
372K
$11.1M
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
18.8K+ 14.89% |
$556K - $570K
|
145K
$4.33M
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
18.7K+ 2.31% |
$553K - $567K
|
829K
$24.7M
|
|
Nov 14, 2024
Q3 2024
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
18.3K+ 57.14% |
$541K - $554K
|
50.3K
$1.5M
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
17.1K+ 1.08% |
$507K - $519K
|
1.6M
$47.9M
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
16.9K+ 2.54% |
$501K - $513K
|
683K
$20.4M
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
16.7K+ 1.13% |
$495K - $507K
|
1.5M
$44.7M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 16.4% |
$466K - $478K
|
112K
$3.34M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15.5K+ 5.03% |
$460K - $471K
|
325K
$9.69M
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
15.4K+ 33.2% |
$455K - $466K
|
61.7K
$1.84M
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
15K+ 1.65% |
$442K - $453K
|
922K
$27.5M
|
|
Oct 09, 2024
Q3 2024
|
Dlk Investment Management, LLC
Solana Beach, CA |
BUY
|
- |
15K+ 4.98% |
$442K - $453K
|
315K
$9.41M
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
14.9KNew |
$440K - $450K
|
14.9K
$444K
|
|
Oct 15, 2024
Q3 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
14.7K+ 1.49% |
$434K - $445K
|
1M
$29.9M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
14.7KNew |
$433K - $444K
|
14.7K
$438K
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
14.2K+ 2.17% |
$420K - $431K
|
670K
$20M
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.7KNew |
$405K - $415K
|
13.7K
$409K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
13.1K+ 2.37% |
$388K - $397K
|
566K
$16.9M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
13KNew |
$384K - $394K
|
13K
$388K
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.8K+ 16.29% |
$379K - $388K
|
91.4K
$2.73M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4K+ 11.37% |
$367K - $376K
|
122K
$3.63M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 1.35% |
$361K - $370K
|
915K
$27.3M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
12.1K+ 22.06% |
$358K - $367K
|
67K
$2M
|