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 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
168+ 1.16% |
$5.01K - $5.06K
|
14.7K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
159+ 8.12% |
$4.74K - $4.79K
|
2.12K
$63.6K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 4.26% |
$4.23K - $4.27K
|
3.48K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
132+ 0.14% |
$3.94K - $3.97K
|
97K
$2.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
117+ 0.72% |
$3.49K - $3.52K
|
16.3K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111+ 0.09% |
$3.31K - $3.34K
|
129K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
110+ 171.88% |
$3.28K - $3.31K
|
174
$5.23K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
106+ 0.75% |
$3.16K - $3.19K
|
14.3K
$429K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
95New |
$2.83K - $2.86K
|
95
$2.86K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
77+ 4.85% |
$2.3K - $2.32K
|
1.66K
$50K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68New |
$2.03K - $2.05K
|
68
$2.04K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 124.07% |
$2K - $2.02K
|
121
$3.64K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$1.97K - $1.99K
|
66
$1.98K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
58+ 0.78% |
$1.73K - $1.75K
|
7.46K
$224K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
58New |
$1.73K - $1.75K
|
58
$1.74K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
58+ 0.78% |
$1.73K - $1.75K
|
7.5K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$1.55K - $1.57K
|
52
$1.56K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35New |
$1.04K - $1.05K
|
35
$1.05K
|
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
31New |
$924 - $933
|
31
$932
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27+ 0.79% |
$805 - $813
|
3.44K
$103K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
23+ 0.07% |
$686 - $692
|
33K
$991K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$656 - $662
|
22
$662
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
14+ 0.25% |
$417 - $421
|
5.65K
$170K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.76% |
$239 - $241
|
1.05K
$31.7K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.32% |
$59.6 - $60.2
|
154
$4.63K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 1.06% |
$59.6 - $60.2
|
191
$5.74K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$29.8 - $30.1
|
8.06K
$242K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
250KNew |
$7.44M - $7.55M
|
250K
$7.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
221KNew |
$6.57M - $6.67M
|
221K
$6.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.66M - $5.74M
|
190K
$5.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
170K+ 19.72% |
$5.07M - $5.14M
|
1.03M
$31.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
138K+ 58.4% |
$4.11M - $4.17M
|
374K
$11.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
67.3KNew |
$2M - $2.03M
|
67.3K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
34KNew |
$1.01M - $1.03M
|
34K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.1K+ 2.2% |
$836K - $847K
|
1.3M
$39.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$810K - $821K
|
27.2K
$818K
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
23.4KNew |
$695K - $705K
|
23.4K
$702K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 4.2% |
$584K - $592K
|
487K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.9KNew |
$413K - $419K
|
13.9K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13.3KNew |
$394K - $400K
|
13.3K
$398K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13KNew |
$388K - $393K
|
13K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1K+ 39.1% |
$360K - $365K
|
43K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.28KNew |
$276K - $280K
|
9.28K
$279K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 145.18% |
$250K - $253K
|
14.2K
$426K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$241K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.97K+ 57.77% |
$237K - $241K
|
21.8K
$655K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.97KNew |
$237K - $240K
|
7.97K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.38KNew |
$220K - $223K
|
7.38K
$222K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7.12KNew |
$212K - $215K
|
7.12K
$214K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.72KNew |
$200K - $203K
|
6.72K
$202K
|
|