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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
28.9K+ 34.88% |
$854K - $860K
|
112K
$3.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
16.5KNew |
$488K - $491K
|
16.5K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
12.4KNew |
$365K - $367K
|
12.4K
$374K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
11.3KNew |
$332K - $334K
|
11.3K
$340K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
9.45KNew |
$279K - $281K
|
9.45K
$286K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.75KNew |
$229K - $230K
|
7.75K
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
4.9KNew |
$145K - $146K
|
4.9K
$148K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
4.43KNew |
$131K - $132K
|
4.43K
$134K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.24KNew |
$95.5K - $96.1K
|
3.24K
$97.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.48KNew |
$73K - $73.5K
|
2.48K
$74.8K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.31KNew |
$68.1K - $68.5K
|
2.31K
$69.8K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2KNew |
$59K - $59.4K
|
2K
$60.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
616+ 1.89% |
$18.2K - $18.3K
|
33.2K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
315New |
$9.3K - $9.36K
|
315
$9.53K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
169+ 1.62% |
$4.99K - $5.02K
|
10.6K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
42New |
$1.24K - $1.25K
|
42
$1.27K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 2.22% |
$590 - $594
|
921
$27.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2+ 1.32% |
$59 - $59.4
|
154
$4.66K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
465KNew |
$13.8M - $13.9M
|
465K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
205K+ 35.3% |
$6.07M - $6.13M
|
785K
$23.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
65.5K+ 49.48% |
$1.94M - $1.96M
|
198K
$5.98M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
45.6K+ 88.95% |
$1.35M - $1.36M
|
96.8K
$2.93M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
31.4KNew |
$932K - $941K
|
31.4K
$951K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
15.9KNew |
$470K - $474K
|
15.9K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
15.3K+ 5.95% |
$452K - $457K
|
272K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10.2K+ 10.31% |
$303K - $305K
|
109K
$3.3M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
8.33KNew |
$247K - $249K
|
8.33K
$252K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
6.86K+ 56.29% |
$204K - $205K
|
19.1K
$576K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.64KNew |
$167K - $169K
|
5.64K
$171K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
2.52K+ 23.74% |
$74.6K - $75.3K
|
13.1K
$397K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.11K+ 0.09% |
$32.9K - $33.2K
|
1.24M
$37.6M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
630New |
$18.7K - $18.8K
|
630
$19.1K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
617+ 7.14% |
$18.3K - $18.5K
|
9.26K
$280K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
466New |
$13.8K - $13.9K
|
466
$14.1K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
207+ 22.55% |
$6.14K - $6.19K
|
1.13K
$34K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
127New |
$3.77K - $3.8K
|
127
$3.84K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
84+ 21.32% |
$2.49K - $2.51K
|
478
$14.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
42New |
$1.25K - $1.26K
|
42
$1.27K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
14+ 0.33% |
$415 - $419
|
4.22K
$128K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
7+ 0.85% |
$208 - $209
|
831
$25.1K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
224KNew |
$6.51M - $6.66M
|
224K
$6.76M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
119KNew |
$3.46M - $3.53M
|
119K
$3.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Propel Bio Management, LLC
Los Angeles, CA |
BUY
|
- |
45.7KNew |
$1.33M - $1.36M
|
45.7K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
34.8KNew |
$1.01M - $1.04M
|
34.8K
$1.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.8KNew |
$664K - $679K
|
22.8K
$689K
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.1K+ 276.53% |
$527K - $538K
|
24.6K
$744K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
14.4KNew |
$420K - $429K
|
14.4K
$435K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
12.8KNew |
$372K - $380K
|
12.8K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.39KNew |
$244K - $250K
|
8.39K
$254K
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
8.13KNew |
$237K - $242K
|
8.13K
$246K
|
|