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 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.31KNew |
$128K - $130K
|
4.31K
$130K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.25K+ 80.95% |
$127K - $128K
|
9.5K
$287K
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.21KNew |
$126K - $127K
|
4.21K
$127K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.1K+ 0.39% |
$122K - $124K
|
1.05M
$31.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.06K+ 2.39% |
$121K - $123K
|
174K
$5.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.86K+ 17.0% |
$115K - $116K
|
26.5K
$802K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.84K+ 4.55% |
$114K - $116K
|
88.1K
$2.67M
|
|
|
Jul 07, 2025
Q2 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
3.78K+ 34.86% |
$113K - $114K
|
14.6K
$443K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.74K+ 2.89% |
$112K - $113K
|
133K
$4.03M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.74K+ 23.26% |
$112K - $113K
|
19.8K
$599K
|
|
|
Aug 12, 2025
Q2 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
3.68K+ 9.15% |
$110K - $111K
|
43.8K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.59K+ 43.68% |
$107K - $108K
|
11.8K
$357K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
3.52K+ 8.06% |
$105K - $106K
|
47.2K
$1.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.35K+ 11.88% |
$100K - $101K
|
31.6K
$955K
|
|
|
Jul 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
3.28KNew |
$97.8K - $99K
|
3.28K
$99.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.21K+ 1.82% |
$95.8K - $97K
|
179K
$5.43M
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.08K+ 5.98% |
$91.8K - $93K
|
54.6K
$1.65M
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.08K+ 4.3% |
$91.7K - $92.9K
|
74.6K
$2.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.04K+ 20.72% |
$90.7K - $91.8K
|
17.7K
$536K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
2.97K+ 0.75% |
$88.7K - $89.8K
|
397K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.74K+ 3.0% |
$81.6K - $82.6K
|
93.9K
$2.84M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.54K+ 4.67% |
$75.8K - $76.7K
|
56.9K
$1.72M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
2.48K+ 75.87% |
$74K - $74.9K
|
5.75K
$174K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.37KNew |
$70.7K - $71.6K
|
2.37K
$71.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.29K+ 4.52% |
$68.2K - $69.1K
|
52.9K
$1.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
2.25K+ 3.66% |
$67.1K - $67.9K
|
63.7K
$1.93M
|
|
|
Jul 31, 2025
Q2 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.12K+ 17.25% |
$63.3K - $64.1K
|
14.4K
$437K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.12K+ 10.3% |
$63.3K - $64.1K
|
22.7K
$688K
|
|
|
Aug 14, 2025
Q2 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.98K+ 0.66% |
$58.9K - $59.6K
|
301K
$9.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1.96K+ 25.55% |
$58.4K - $59.2K
|
9.63K
$291K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.92K+ 496.9% |
$57.3K - $58.1K
|
2.31K
$69.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.92K+ 13.96% |
$57.3K - $58K
|
15.7K
$474K
|
|
|
Aug 08, 2025
Q2 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.87K+ 12.88% |
$55.7K - $56.4K
|
16.4K
$495K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.81K+ 9.02% |
$54K - $54.6K
|
21.9K
$662K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
1.7K+ 8.41% |
$50.6K - $51.3K
|
21.9K
$662K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.7K+ 11.72% |
$50.5K - $51.2K
|
16.2K
$489K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.64K+ 0.37% |
$48.9K - $49.5K
|
443K
$13.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.56K+ 4.99% |
$46.4K - $47K
|
32.7K
$989K
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.55K+ 4.21% |
$46.2K - $46.8K
|
38.3K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.45KNew |
$43.2K - $43.8K
|
1.45K
$43.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.39K+ 5.41% |
$41.4K - $41.9K
|
27K
$817K
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.38K+ 13.14% |
$41.2K - $41.8K
|
11.9K
$360K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.38K+ 44.81% |
$41.2K - $41.7K
|
4.46K
$135K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.36K+ 1.91% |
$40.5K - $41K
|
72.4K
$2.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.31K+ 0.81% |
$39.2K - $39.7K
|
163K
$4.93M
|
|
|
Jul 17, 2025
Q2 2025
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.3K+ 9.32% |
$38.9K - $39.3K
|
15.3K
$462K
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
1.19KNew |
$35.5K - $36K
|
1.19K
$36K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.15K+ 12.25% |
$34.4K - $34.8K
|
10.6K
$320K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.15K+ 8.98% |
$34.2K - $34.7K
|
13.9K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
1.15K+ 14.76% |
$34.2K - $34.6K
|
8.91K
$269K
|