Latest Institutional Transactions on Spdr Portfolio Short Term Corp (SPSB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Short Term Corp (SPSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.15K+ 14.76% |
$34.2K - $34.6K
|
8.91K
$268K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-134K- 5.76% |
$4M - $4.05M
|
2.2M
$66.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-228- 9.75% |
$6.8K - $6.88K
|
2.11K
$63.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
902+ 3.85% |
$26.9K - $27.2K
|
24.3K
$732K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$128K - $130K
|
4.31K
$130K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-107- 1.13% |
$3.19K - $3.23K
|
9.36K
$281K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$241K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.35K- 2.41% |
$40.1K - $40.6K
|
54.5K
$1.64M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$228K
|
|
|
Jul 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$348K - $353K
|
11.7K
$351K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.51K- 9.84% |
$224K - $227K
|
68.8K
$2.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 0.81% |
$39.2K - $39.7K
|
163K
$4.9M
|
|
|
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
|
Park Avenue Securities LLC
|
BUY
|
- |
60.2KNew |
$1.79M - $1.82M
|
60.2K
$1.81M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.95K- 26.39% |
$118K - $119K
|
11K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
234+ 1.55% |
$6.98K - $7.06K
|
15.3K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.2K+ 28.13% |
$1.29M - $1.31M
|
197K
$5.92M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-24.6K- 32.11% |
$733K - $743K
|
52K
$1.56M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34.9K- 4.23% |
$1.04M - $1.05M
|
790K
$23.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
499+ 0.85% |
$14.9K - $15.1K
|
59.4K
$1.79M
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.74K+ 2.89% |
$112K - $113K
|
133K
$4.01M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10.8K+ 236.98% |
$321K - $325K
|
15.3K
$461K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
27.5K+ 21.95% |
$821K - $831K
|
153K
$4.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
69.6K+ 3.52% |
$2.07M - $2.1M
|
2.04M
$61.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.1K+ 33.83% |
$271K - $275K
|
36K
$1.08M
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-250- 2.06% |
$7.46K - $7.55K
|
11.9K
$357K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.62K- 50.26% |
$48.3K - $48.9K
|
1.6K
$48.2K
|
|
|
Jul 11, 2025
Q2 2025
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
88K+ 7.09% |
$2.62M - $2.66M
|
1.33M
$40M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 86.86% |
$299K - $302K
|
1.51K
$45.5K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25+ 0.05% |
$746 - $755
|
52.2K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.5K- 1.89% |
$344K - $348K
|
599K
$18M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.35K+ 11.88% |
$100K - $101K
|
31.6K
$950K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.55K+ 4.21% |
$46.2K - $46.8K
|
38.3K
$1.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
857New |
$25.6K - $25.9K
|
857
$25.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
500+ 6.72% |
$14.9K - $15.1K
|
7.94K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
82+ 1.17% |
$2.45K - $2.48K
|
7.11K
$214K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
200KNew |
$5.95M - $6.03M
|
200K
$6M
|
|
|
Jul 09, 2025
Q2 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
38.7KNew |
$1.15M - $1.17M
|
38.7K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-855- 11.26% |
$25.5K - $25.8K
|
6.74K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
23.3K+ 11.59% |
$694K - $702K
|
224K
$6.73M
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-439- 1.51% |
$13.1K - $13.3K
|
28.6K
$860K
|
|
|
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 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$652K - $660K
|
21.9K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.7K+ 8.08% |
$975K - $988K
|
438K
$13.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 236.32% |
$483K - $489K
|
23.1K
$693K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-675- 8.85% |
$20.1K - $20.4K
|
6.95K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
4.32K+ 6.13% |
$129K - $130K
|
74.8K
$2.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.08K+ 4.3% |
$91.7K - $92.9K
|
74.6K
$2.24M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.3K+ 763.64% |
$1.44M - $1.46M
|
54.7K
$1.64M
|
|
|
Jul 08, 2025
Q2 2025
|
21 West Wealth Management LLC
Tustin, CA |
BUY
|
- |
63.7KNew |
$1.9M - $1.92M
|
63.7K
$1.92M
|