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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-125K- 22.89% |
$3.73M - $3.77M
|
421K
$12.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-126K- 14.42% |
$3.76M - $3.81M
|
748K
$22.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-134K- 5.76% |
$4M - $4.05M
|
2.2M
$66.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-139K- 11.48% |
$4.13M - $4.19M
|
1.07M
$32.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-178K- 38.42% |
$5.31M - $5.38M
|
285K
$8.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-223K- 96.49% |
$6.64M - $6.72M
|
8.11K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-237K- 96.69% |
$7.06M - $7.15M
|
8.1K
$245K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-245K- 96.99% |
$7.31M - $7.4M
|
7.62K
$230K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-326K- 7.91% |
$9.73M - $9.86M
|
3.8M
$115M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-393K- 58.47% |
$11.7M - $11.9M
|
279K
$8.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-443K- 93.89% |
$13.2M - $13.4M
|
28.8K
$872K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-467K- 32.54% |
$13.9M - $14.1M
|
967K
$29.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-493K- 83.05% |
$14.7M - $14.9M
|
101K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-513K- 54.7% |
$15.3M - $15.5M
|
425K
$12.9M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-534K- 28.58% |
$15.9M - $16.1M
|
1.33M
$40.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.18M- 32.47% |
$35.3M - $35.8M
|
2.46M
$74.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Destination Wealth Management
|
SELL
|
- |
-1.42M- 88.75% |
$42.4M - $42.9M
|
180K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.46M- 95.54% |
$43.6M - $44.1M
|
68.2K
$2.06M
|