Purchases and Sales Made in Q2 2025 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR PORTFOLIO SHORT TERM CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
287K+ 3.7% |
$8.55M - $8.65M
|
8.02M
$242M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
200KNew |
$5.95M - $6.03M
|
200K
$6.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
118K+ 801.78% |
$3.53M - $3.57M
|
133K
$4.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
114K+ 12.63% |
$3.4M - $3.44M
|
1.02M
$30.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
104K+ 35.39% |
$3.1M - $3.14M
|
397K
$12M
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
88K+ 7.09% |
$2.62M - $2.66M
|
1.33M
$40M
|
|
|
Jul 08, 2025
Q2 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
79.5K+ 67.22% |
$2.37M - $2.4M
|
198K
$5.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
69.6K+ 3.52% |
$2.07M - $2.1M
|
2.04M
$61.6M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
63.7KNew |
$1.9M - $1.92M
|
63.7K
$1.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
60.2KNew |
$1.79M - $1.82M
|
60.2K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
60.1K+ 5.96% |
$1.79M - $1.81M
|
1.07M
$32.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
57K+ 8.63% |
$1.7M - $1.72M
|
717K
$21.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
55.6K+ 6.11% |
$1.66M - $1.68M
|
966K
$29.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.3K+ 763.64% |
$1.44M - $1.46M
|
54.7K
$1.65M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.2K+ 28.13% |
$1.29M - $1.31M
|
197K
$5.93M
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
41.5K+ 3.56% |
$1.24M - $1.25M
|
1.21M
$36.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
38.7KNew |
$1.15M - $1.17M
|
38.7K
$1.17M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.7K+ 8.08% |
$975K - $988K
|
438K
$13.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27.5K+ 21.95% |
$821K - $831K
|
153K
$4.61M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
24.6KNew |
$732K - $742K
|
24.6K
$740K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
23.4K+ 2.26% |
$698K - $707K
|
1.06M
$31.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23.3K+ 11.59% |
$694K - $702K
|
224K
$6.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$652K - $660K
|
21.9K
$659K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
17.8K+ 9.91% |
$529K - $536K
|
197K
$5.93M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 236.32% |
$483K - $489K
|
23.1K
$694K
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
15.1K+ 33.19% |
$450K - $456K
|
60.6K
$1.83M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
14.1K+ 6.63% |
$421K - $426K
|
227K
$6.83M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
13.9K+ 1.46% |
$413K - $418K
|
966K
$29.1M
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13K+ 17.74% |
$387K - $392K
|
86.2K
$2.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 9.34% |
$359K - $364K
|
141K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$348K - $353K
|
11.7K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.5K+ 11.83% |
$342K - $346K
|
108K
$3.27M
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.4KNew |
$340K - $344K
|
11.4K
$344K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11K+ 8.51% |
$329K - $333K
|
141K
$4.24M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10.8K+ 236.98% |
$321K - $325K
|
15.3K
$462K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.36KNew |
$279K - $283K
|
9.36K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.1K+ 33.83% |
$271K - $275K
|
36K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.09K+ 119.13% |
$271K - $274K
|
16.7K
$504K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$242K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.85K+ 12.06% |
$234K - $237K
|
73K
$2.2M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
7.81KNew |
$233K - $236K
|
7.81K
$235K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$228K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.37K+ 7.62% |
$220K - $223K
|
104K
$3.14M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.29KNew |
$217K - $220K
|
7.29K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.84KNew |
$204K - $207K
|
6.84K
$206K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
6.17K+ 1.54% |
$184K - $186K
|
406K
$12.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.92K+ 10.17% |
$177K - $179K
|
64.2K
$1.93M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.55K+ 11.78% |
$165K - $167K
|
52.6K
$1.59M
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.48K+ 2.61% |
$134K - $135K
|
176K
$5.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
4.32K+ 6.13% |
$129K - $130K
|
74.8K
$2.25M
|