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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 4.21% |
$119K - $120K
|
92.1K
$2.79M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.61K- 61.48% |
$106K - $107K
|
2.26K
$68.3K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.15KClosed |
$92.5K - $93.6K
|
0
$0
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-3.04KClosed |
$89.1K - $90.2K
|
0
$0
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.2K- 57.95% |
$64.7K - $65.4K
|
1.6K
$48.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-1.96K- 16.32% |
$57.5K - $58.1K
|
10K
$303K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.86K- 5.71% |
$54.6K - $55.3K
|
30.7K
$929K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 12.37% |
$39.9K - $40.4K
|
9.63K
$291K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.34K- 67.0% |
$39.5K - $39.9K
|
662
$20K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-440Closed |
$12.9K - $13.1K
|
0
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-295- 3.12% |
$8.66K - $8.76K
|
9.17K
$277K
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-215- 0.62% |
$6.31K - $6.39K
|
34.4K
$1.04M
|
|
| Q1 2023 | |||||||
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-31.1K- 99.19% |
$908K - $924K
|
253
$7.65K
|
|
|
May 18, 2023
Q1 2023
|
Hnp Capital LLC
|
SELL
|
- |
-21.5K- 9.33% |
$628K - $638K
|
209K
$6.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-11.3K- 36.72% |
$330K - $335K
|
19.5K
$588K
|
|
|
May 09, 2023
Q1 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-9.03K- 4.23% |
$264K - $268K
|
205K
$6.19M
|
|
|
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
$256K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-4.71K- 6.51% |
$137K - $140K
|
67.6K
$2.04M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.94K- 25.16% |
$115K - $117K
|
11.7K
$354K
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-3.82K- 33.9% |
$112K - $114K
|
7.45K
$225K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.13K- 4.32% |
$33.1K - $33.6K
|
25.1K
$758K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-700- 4.51% |
$20.4K - $20.8K
|
14.8K
$448K
|
|
|
May 10, 2023
Q1 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-325- 1.3% |
$9.49K - $9.65K
|
24.6K
$745K
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-170- 0.84% |
$4.96K - $5.05K
|
20K
$604K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-27.7K- 76.85% |
$801K - $818K
|
8.34K
$252K
|
|
|
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
$182K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.46K- 13.98% |
$158K - $161K
|
33.6K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-3.8K- 28.8% |
$110K - $112K
|
9.4K
$284K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.67K- 1.82% |
$77.4K - $78.9K
|
144K
$4.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-2.5K- 6.85% |
$72.4K - $73.8K
|
34K
$1.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Management Network Inc
|
SELL
|
- |
-2.05K- 22.44% |
$59.3K - $60.5K
|
7.09K
$214K
|
|
|
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
$1.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-1.29K- 15.61% |
$37.2K - $38K
|
6.95K
$210K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-740- 2.25% |
$21.4K - $21.9K
|
32.2K
$974K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-696- 5.62% |
$20.1K - $20.6K
|
11.7K
$354K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-290- 2.15% |
$8.4K - $8.56K
|
13.2K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-264- 34.69% |
$7.64K - $7.8K
|
497
$15K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-167- 89.3% |
$4.83K - $4.93K
|
20
$605
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 80.0% |
$116 - $118
|
1
$30.2
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-472K- 91.03% |
$13.8M - $14.2M
|
46.6K
$1.41M
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-70.6K- 70.33% |
$2.06M - $2.12M
|
29.8K
$901K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-42.7K- 17.87% |
$1.25M - $1.28M
|
196K
$5.94M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-9.91K- 59.84% |
$289K - $297K
|
6.65K
$201K
|
|
|
Oct 14, 2022
Q3 2022
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-9.4K- 17.76% |
$274K - $282K
|
43.6K
$1.32M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9.25K- 54.25% |
$270K - $277K
|
7.8K
$236K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-5.41K- 22.51% |
$158K - $162K
|
18.6K
$563K
|
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.69K- 9.39% |
$78.5K - $80.7K
|
26K
$785K
|
|