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 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15.3K+ 5.95% |
$452K - $457K
|
272K
$8.12M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
13.9K+ 12.88% |
$413K - $417K
|
122K
$3.65M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 10.31% |
$303K - $305K
|
109K
$3.26M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.33KNew |
$247K - $249K
|
8.33K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.23KNew |
$244K - $246K
|
8.23K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.44K+ 1062.71% |
$221K - $223K
|
8.14K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.86K+ 56.29% |
$204K - $205K
|
19.1K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.64KNew |
$167K - $169K
|
5.64K
$168K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.3K+ 12.88% |
$97.8K - $98.7K
|
28.9K
$863K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.52K+ 23.74% |
$74.6K - $75.3K
|
13.1K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.95KNew |
$57.9K - $58.5K
|
1.95K
$58.3K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.11K+ 0.09% |
$32.9K - $33.2K
|
1.24M
$37.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
678+ 168.66% |
$20.1K - $20.3K
|
1.08K
$32.2K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
630New |
$18.7K - $18.8K
|
630
$18.8K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
617+ 7.14% |
$18.3K - $18.5K
|
9.26K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
466New |
$13.8K - $13.9K
|
466
$13.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
274New |
$8.12K - $8.2K
|
274
$8.18K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
207+ 22.55% |
$6.14K - $6.19K
|
1.13K
$33.6K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$3.77K - $3.8K
|
127
$3.79K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
100New |
$2.97K - $2.99K
|
100
$2.99K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 21.32% |
$2.49K - $2.51K
|
478
$14.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42New |
$1.25K - $1.26K
|
42
$1.25K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 3.61% |
$1.16K - $1.17K
|
1.12K
$33.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.33% |
$415 - $419
|
4.22K
$126K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.85% |
$208 - $209
|
831
$24.8K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
224KNew |
$6.51M - $6.66M
|
224K
$6.67M
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
150K+ 20.97% |
$4.36M - $4.46M
|
863K
$25.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
119KNew |
$3.46M - $3.53M
|
119K
$3.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
51.8KNew |
$1.51M - $1.54M
|
51.8K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
45.7KNew |
$1.33M - $1.36M
|
45.7K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
34.8KNew |
$1.01M - $1.04M
|
34.8K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
23.2KNew |
$676K - $691K
|
23.2K
$692K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$664K - $679K
|
22.8K
$680K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.1K+ 276.53% |
$527K - $538K
|
24.6K
$735K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14.4KNew |
$420K - $429K
|
14.4K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$372K - $380K
|
12.8K
$381K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 40.62% |
$297K - $304K
|
35.3K
$1.05M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
8.66K+ 1732.6% |
$252K - $258K
|
9.16K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.39KNew |
$244K - $250K
|
8.39K
$250K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.13KNew |
$237K - $242K
|
8.13K
$243K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8.07KNew |
$235K - $240K
|
8.07K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
7.49KNew |
$218K - $223K
|
7.49K
$224K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.34KNew |
$214K - $218K
|
7.34K
$219K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
4.91K+ 3.34% |
$143K - $146K
|
152K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
4.46KNew |
$130K - $133K
|
4.46K
$133K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.42K+ 6.67% |
$70.6K - $72.2K
|
38.8K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.89KNew |
$55.1K - $56.3K
|
1.89K
$56.4K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.73KNew |
$50.3K - $51.4K
|
1.73K
$51.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.39KNew |
$40.5K - $41.4K
|
1.39K
$41.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.14K+ 1628.57% |
$33.2K - $33.9K
|
1.21K
$36.1K
|
|