Latest Institutional Purchases 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 buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
114K+ 12.63% |
$3.4M - $3.44M
|
1.02M
$30.6M
|
|
|
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
$5.95M
|
|
|
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 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 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
48.3K+ 763.64% |
$1.44M - $1.46M
|
54.7K
$1.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
43.2K+ 28.13% |
$1.29M - $1.31M
|
197K
$5.92M
|
|
|
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
|
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
$4.6M
|
|
|
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
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$652K - $660K
|
21.9K
$657K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
16.2K+ 236.32% |
$483K - $489K
|
23.1K
$693K
|
|
|
Jul 02, 2025
Q2 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
13K+ 17.74% |
$387K - $392K
|
86.2K
$2.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
10.8K+ 236.98% |
$321K - $325K
|
15.3K
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.1K+ 33.83% |
$271K - $275K
|
36K
$1.08M
|
|
|
Jul 01, 2025
Q2 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
7.81KNew |
$233K - $236K
|
7.81K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.37K+ 7.62% |
$220K - $223K
|
104K
$3.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Olio Financial Planning
|
BUY
|
- |
4.32K+ 6.13% |
$129K - $130K
|
74.8K
$2.25M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$128K - $130K
|
4.31K
$130K
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.78K+ 34.86% |
$113K - $114K
|
14.6K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.74K+ 2.89% |
$112K - $113K
|
133K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.35K+ 11.88% |
$100K - $101K
|
31.6K
$950K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.08K+ 4.3% |
$91.7K - $92.9K
|
74.6K
$2.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.55K+ 4.21% |
$46.2K - $46.8K
|
38.3K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.15K+ 14.76% |
$34.2K - $34.6K
|
8.91K
$268K
|
|
|
Jul 01, 2025
Q2 2025
|
Bush Investment Group, LLC
Valdosta, GA |
BUY
|
- |
980+ 0.72% |
$29.2K - $29.6K
|
137K
$4.13M
|
|
|
Jul 15, 2025
Q2 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
902+ 3.85% |
$26.9K - $27.2K
|
24.3K
$732K
|
|
|
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 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
499+ 0.85% |
$14.9K - $15.1K
|
59.4K
$1.79M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
482+ 0.5% |
$14.4K - $14.6K
|
96K
$2.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
260+ 3.17% |
$7.75K - $7.85K
|
8.46K
$254K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
234+ 1.55% |
$6.98K - $7.06K
|
15.3K
$461K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
82+ 1.17% |
$2.45K - $2.48K
|
7.11K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25+ 0.05% |
$746 - $755
|
52.2K
$1.57M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.85M+ 7.07% |
$85M - $85.8M
|
43.2M
$1.3B
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.99M+ 108.12% |
$59.4M - $60M
|
3.84M
$115M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.87M+ 105.12% |
$55.7M - $56.3M
|
3.65M
$110M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.38M+ 24.34% |
$41.1M - $41.5M
|
7.04M
$212M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.16M+ 22.56% |
$34.7M - $35M
|
6.32M
$190M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
876K+ 157.13% |
$26.1M - $26.4M
|
1.43M
$43.1M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
466KNew |
$13.9M - $14M
|
466K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
397KNew |
$11.9M - $12M
|
397K
$11.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
380K+ 25.48% |
$11.3M - $11.4M
|
1.87M
$56.3M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
248K+ 1238075.0% |
$7.38M - $7.45M
|
248K
$7.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
246K+ 3.29% |
$7.34M - $7.41M
|
7.74M
$233M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
245KNew |
$7.3M - $7.37M
|
245K
$7.36M
|
|