Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.56KClosed |
$221K - $224K
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-5.33K- 38.64% |
$156K - $158K
|
8.46K
$254K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.71K- 6.51% |
$137K - $140K
|
67.6K
$2.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.94K- 25.16% |
$115K - $117K
|
11.7K
$352K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.82K- 33.9% |
$112K - $114K
|
7.45K
$224K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 4.32% |
$33.1K - $33.6K
|
25.1K
$754K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700- 4.51% |
$20.4K - $20.8K
|
14.8K
$446K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-325- 1.3% |
$9.49K - $9.65K
|
24.6K
$740K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-170- 0.84% |
$4.96K - $5.05K
|
20K
$600K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-27.7K- 76.85% |
$801K - $818K
|
8.34K
$251K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-14.8KClosed |
$430K - $438K
|
0
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-12K- 66.68% |
$348K - $355K
|
6.01K
$181K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.46K- 13.98% |
$158K - $161K
|
33.6K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.8K- 28.8% |
$110K - $112K
|
9.4K
$283K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.67K- 1.82% |
$77.4K - $78.9K
|
144K
$4.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 6.85% |
$72.4K - $73.8K
|
34K
$1.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.05K- 22.44% |
$59.3K - $60.5K
|
7.09K
$213K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.37K- 78.46% |
$39.5K - $40.3K
|
375
$11.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.36K- 3.38% |
$39.5K - $40.3K
|
39K
$1.17M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.29K- 15.61% |
$37.2K - $38K
|
6.95K
$209K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-740- 2.25% |
$21.4K - $21.9K
|
32.2K
$969K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-696- 5.62% |
$20.1K - $20.6K
|
11.7K
$352K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-290- 2.15% |
$8.4K - $8.56K
|
13.2K
$397K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-264- 34.69% |
$7.64K - $7.8K
|
497
$14.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-167- 89.3% |
$4.83K - $4.93K
|
20
$601
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 80.0% |
$116 - $118
|
1
$30.1
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-472K- 91.03% |
$13.8M - $14.2M
|
46.6K
$1.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-70.6K- 70.33% |
$2.06M - $2.12M
|
29.8K
$896K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-42.7K- 17.87% |
$1.25M - $1.28M
|
196K
$5.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.91K- 59.84% |
$289K - $297K
|
6.65K
$200K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9.4K- 17.76% |
$274K - $282K
|
43.6K
$1.31M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.25K- 54.25% |
$270K - $277K
|
7.8K
$235K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-5.41K- 22.51% |
$158K - $162K
|
18.6K
$560K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.69K- 9.39% |
$78.5K - $80.7K
|
26K
$780K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.53K- 8.3% |
$73.7K - $75.8K
|
27.9K
$840K
|
|
|
Oct 31, 2022
Q3 2022
|
Clean Yield Group
|
SELL
|
- |
-2K- 56.53% |
$58.3K - $60K
|
1.54K
$46.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.86K- 17.74% |
$54.2K - $55.7K
|
8.62K
$259K
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.64K- 5.16% |
$47.9K - $49.3K
|
30.2K
$909K
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-850- 48.57% |
$24.8K - $25.5K
|
900
$27.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-459- 1.14% |
$13.4K - $13.8K
|
39.7K
$1.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-378- 3.17% |
$11K - $11.3K
|
11.5K
$347K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-241- 2.67% |
$7.03K - $7.23K
|
8.8K
$264K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-213- 1.88% |
$6.21K - $6.39K
|
11.1K
$334K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-156- 0.76% |
$4.55K - $4.68K
|
20.4K
$613K
|
|
|
Oct 11, 2022
Q3 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-106- 1.0% |
$3.09K - $3.18K
|
10.5K
$315K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-5- 0.09% |
$146 - $150
|
5.5K
$165K
|
|
| Q2 2022 | |||||||
|
Jul 28, 2022
Q2 2022
|
Hedeker Wealth, LLC
|
SELL
|
- |
-237KClosed |
$6.99M - $7.15M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-124KClosed |
$3.65M - $3.73M
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-103K- 32.48% |
$3.04M - $3.11M
|
215K
$6.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
SELL
|
- |
-89.2KClosed |
$2.63M - $2.68M
|
0
$0
|
|