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 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 15, 2025
Q2 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
11.7KNew |
$348K - $353K
|
11.7K
$351K
|
|
|
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
$461K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
9.1K+ 33.83% |
$271K - $275K
|
36K
$1.08M
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$241K
|
|
|
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
$3.13M
|
|
|
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
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 0.81% |
$39.2K - $39.7K
|
163K
$4.9M
|
|
|
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
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-20- 0.14% |
$596 - $604
|
14.1K
$425K
|
|
|
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
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-228- 9.75% |
$6.8K - $6.88K
|
2.11K
$63.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-250- 2.06% |
$7.46K - $7.55K
|
11.9K
$357K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-439- 1.51% |
$13.1K - $13.3K
|
28.6K
$860K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-486- 4.55% |
$14.5K - $14.7K
|
10.2K
$307K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-675- 8.85% |
$20.1K - $20.4K
|
6.95K
$209K
|