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 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
296+ 1.25% |
$8.83K - $8.94K
|
24K
$725K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-677- 0.14% |
$20.2K - $20.4K
|
493K
$14.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.18K- 12.75% |
$125K - $126K
|
28.6K
$867K
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-385- 5.72% |
$11.5K - $11.6K
|
6.34K
$192K
|
|
|
Jul 22, 2025
Q2 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
104+ 0.36% |
$3.1K - $3.14K
|
28.9K
$876K
|
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-1.2K- 14.55% |
$35.8K - $36.3K
|
7.06K
$214K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-59- 3.23% |
$1.76K - $1.78K
|
1.77K
$53.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-23.5K- 34.83% |
$699K - $708K
|
43.9K
$1.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20.3K- 62.17% |
$604K - $611K
|
12.3K
$373K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.1K- 9.67% |
$1.02M - $1.03M
|
318K
$9.63M
|
|
|
Jul 21, 2025
Q2 2025
|
Mechanics Financial Corp
|
BUY
|
- |
15.1K+ 33.19% |
$450K - $456K
|
60.6K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.62K- 10.03% |
$257K - $260K
|
77.4K
$2.34M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-22.1K- 75.94% |
$659K - $667K
|
7K
$212K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.1K- 5.81% |
$391K - $396K
|
213K
$6.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-358- 3.55% |
$10.7K - $10.8K
|
9.72K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-228- 0.88% |
$6.8K - $6.88K
|
25.7K
$777K
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-650- 1.24% |
$19.4K - $19.6K
|
51.7K
$1.57M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.61K- 7.44% |
$227K - $230K
|
94.6K
$2.86M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
3.28KNew |
$97.8K - $99K
|
3.28K
$99.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-223K- 96.49% |
$6.64M - $6.72M
|
8.11K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.36KNew |
$279K - $283K
|
9.36K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
631+ 1.88% |
$18.8K - $19K
|
34.2K
$1.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.5K+ 11.83% |
$342K - $346K
|
108K
$3.28M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.84KNew |
$204K - $207K
|
6.84K
$207K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.48K+ 2.61% |
$134K - $135K
|
176K
$5.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.04% |
$1.46K - $1.48K
|
119K
$3.61M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.29KNew |
$217K - $220K
|
7.29K
$221K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-134K- 5.76% |
$4M - $4.05M
|
2.2M
$66.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-228- 9.75% |
$6.8K - $6.88K
|
2.11K
$63.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$128K - $130K
|
4.31K
$130K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$229K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 0.81% |
$39.2K - $39.7K
|
163K
$4.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.95K- 26.39% |
$118K - $119K
|
11K
$333K
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-24.6K- 32.11% |
$733K - $743K
|
52K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
857New |
$25.6K - $25.9K
|
857
$25.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
200KNew |
$5.95M - $6.03M
|
200K
$6.04M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-855- 11.26% |
$25.5K - $25.8K
|
6.74K
$204K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$652K - $660K
|
21.9K
$662K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.3K+ 763.64% |
$1.44M - $1.46M
|
54.7K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
482+ 0.5% |
$14.4K - $14.6K
|
96K
$2.9M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.78K+ 34.86% |
$113K - $114K
|
14.6K
$443K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
980+ 0.72% |
$29.2K - $29.6K
|
137K
$4.16M
|
|
| Q1 2025 | |||||||
|
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
18.3K+ 5.55% |
$546K - $551K
|
348K
$10.5M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-13.6KClosed |
$406K - $410K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
207+ 61.98% |
$6.17K - $6.23K
|
541
$16.4K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$1.55K - $1.57K
|
52
$1.57K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.3K- 9.98% |
$456K - $460K
|
138K
$4.17M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.4KNew |
$519K - $524K
|
17.4K
$527K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 3.49% |
$1.16K - $1.17K
|
1.08K
$32.7K
|
|