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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
700New |
$20.9K - $21.1K
|
700
$21.2K
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
600+ 2.86% |
$17.9K - $18.1K
|
21.6K
$653K
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
252New |
$7.51K - $7.59K
|
252
$7.62K
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
248+ 1.78% |
$7.4K - $7.46K
|
14.2K
$428K
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
230+ 2.84% |
$6.86K - $6.92K
|
8.33K
$252K
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
226New |
$6.74K - $6.8K
|
226
$6.83K
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
207+ 61.98% |
$6.17K - $6.23K
|
541
$16.4K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
159+ 8.12% |
$4.74K - $4.79K
|
2.12K
$64K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68New |
$2.03K - $2.05K
|
68
$2.06K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 124.07% |
$2K - $2.02K
|
121
$3.66K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$1.97K - $1.99K
|
66
$2K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
58New |
$1.73K - $1.75K
|
58
$1.75K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$1.55K - $1.57K
|
52
$1.57K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35New |
$1.04K - $1.05K
|
35
$1.06K
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
31New |
$924 - $933
|
31
$937
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$656 - $662
|
22
$665
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.76% |
$239 - $241
|
1.05K
$31.9K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.32% |
$59.6 - $60.2
|
154
$4.66K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 1.06% |
$59.6 - $60.2
|
191
$5.78K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$29.8 - $30.1
|
8.06K
$244K
|
|
Q4 2024 | |||||||
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
250KNew |
$7.44M - $7.55M
|
250K
$7.56M
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
233K+ 41.77% |
$6.95M - $7.04M
|
792K
$23.9M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
221KNew |
$6.57M - $6.67M
|
221K
$6.68M
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.66M - $5.74M
|
190K
$5.75M
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
138K+ 58.4% |
$4.11M - $4.17M
|
374K
$11.3M
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.1K+ 2.2% |
$836K - $847K
|
1.3M
$39.3M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$810K - $821K
|
27.2K
$822K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 4.2% |
$584K - $592K
|
487K
$14.7M
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
13.9KNew |
$413K - $419K
|
13.9K
$420K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
13.3KNew |
$394K - $400K
|
13.3K
$401K
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
13KNew |
$388K - $393K
|
13K
$394K
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
12.1K+ 39.1% |
$360K - $365K
|
43K
$1.3M
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
9.28KNew |
$276K - $280K
|
9.28K
$281K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.97KNew |
$237K - $240K
|
7.97K
$241K
|
|
Feb 13, 2025
Q4 2024
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
7.38KNew |
$220K - $223K
|
7.38K
$223K
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
7.12KNew |
$212K - $215K
|
7.12K
$215K
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.72KNew |
$200K - $203K
|
6.72K
$203K
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.8K+ 18.16% |
$143K - $145K
|
31.2K
$945K
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.29K+ 4.55% |
$128K - $130K
|
98.7K
$2.98M
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.52KNew |
$105K - $106K
|
3.52K
$106K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.17K+ 469.58% |
$94.2K - $95.6K
|
3.84K
$116K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.04K+ 25.58% |
$90.4K - $91.7K
|
14.9K
$451K
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.71KNew |
$80.7K - $81.8K
|
2.71K
$82K
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.69KNew |
$79.9K - $81.1K
|
2.69K
$81.2K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.53KNew |
$75.4K - $76.5K
|
2.53K
$76.6K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1.06KNew |
$31.7K - $32.1K
|
1.06K
$32.2K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.03KNew |
$30.7K - $31.1K
|
1.03K
$31.1K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.02KNew |
$30.3K - $30.7K
|
1.02K
$30.8K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
946New |
$28.2K - $28.6K
|
946
$28.6K
|