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 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.61K- 7.44% |
$227K - $230K
|
94.6K
$2.85M
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.97K+ 0.75% |
$88.7K - $89.8K
|
397K
$12M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.01K- 4.38% |
$179K - $181K
|
131K
$3.95M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-493K- 83.05% |
$14.7M - $14.9M
|
101K
$3.03M
|
|
|
Jul 18, 2025
Q2 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
725+ 0.66% |
$21.6K - $21.9K
|
111K
$3.34M
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-190- 1.86% |
$5.67K - $5.74K
|
10K
$302K
|
|
|
Jul 18, 2025
Q2 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
6.17K+ 1.54% |
$184K - $186K
|
406K
$12.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
3.28KNew |
$97.8K - $99K
|
3.28K
$98.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.18K- 3.08% |
$35.2K - $35.7K
|
37.2K
$1.12M
|
|
|
Jul 17, 2025
Q2 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
745+ 3.58% |
$22.2K - $22.5K
|
21.5K
$649K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
3.52K+ 8.06% |
$105K - $106K
|
47.2K
$1.42M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-223K- 96.49% |
$6.64M - $6.72M
|
8.11K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.07K+ 14.13% |
$31.9K - $32.3K
|
8.63K
$260K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.92K+ 496.9% |
$57.3K - $58.1K
|
2.31K
$69.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.36KNew |
$279K - $283K
|
9.36K
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.3K+ 9.32% |
$38.9K - $39.3K
|
15.3K
$460K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12K+ 9.34% |
$359K - $364K
|
141K
$4.25M
|
|
|
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
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.9K- 57.16% |
$355K - $360K
|
8.93K
$269K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
11.5K+ 11.83% |
$342K - $346K
|
108K
$3.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.84KNew |
$204K - $207K
|
6.84K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
89+ 1.19% |
$2.65K - $2.69K
|
7.59K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
41.5K+ 3.56% |
$1.24M - $1.25M
|
1.21M
$36.4M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1.96K+ 25.55% |
$58.4K - $59.2K
|
9.63K
$290K
|
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-497- 2.45% |
$14.8K - $15K
|
19.8K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.48K+ 2.61% |
$134K - $135K
|
176K
$5.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.04% |
$1.46K - $1.48K
|
119K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
765+ 0.07% |
$22.8K - $23.1K
|
1.07M
$32.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.29KNew |
$217K - $220K
|
7.29K
$220K
|
|
|
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
$66.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-228- 9.75% |
$6.8K - $6.88K
|
2.11K
$63.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
902+ 3.85% |
$26.9K - $27.2K
|
24.3K
$733K
|
|
|
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
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$242K
|
|
|
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
$352K
|
|
|
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
$4.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
11K+ 8.51% |
$329K - $333K
|
141K
$4.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
5.55K+ 11.78% |
$165K - $167K
|
52.6K
$1.59M
|
|
|
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
$332K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
234+ 1.55% |
$6.98K - $7.06K
|
15.3K
$462K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.2K+ 28.13% |
$1.29M - $1.31M
|
197K
$5.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-24.6K- 32.11% |
$733K - $743K
|
52K
$1.57M
|
|
|
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
|