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 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
89+ 1.19% |
$2.65K - $2.69K
|
7.59K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
88+ 1.18% |
$2.62K - $2.66K
|
7.55K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
82+ 1.17% |
$2.45K - $2.48K
|
7.11K
$215K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Fixed Income Advisers, LLC
Hartford, CT |
BUY
|
- |
72New |
$2.15K - $2.17K
|
72
$2.18K
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
70New |
$2.09K - $2.11K
|
70
$2.12K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
49+ 0.04% |
$1.46K - $1.48K
|
119K
$3.61M
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
46+ 42.2% |
$1.37K - $1.39K
|
155
$4.69K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
43New |
$1.28K - $1.3K
|
43
$1.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40+ 1.16% |
$1.19K - $1.21K
|
3.48K
$105K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
31+ 1.07% |
$924 - $936
|
2.93K
$88.6K
|
|
|
Aug 12, 2025
Q2 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
29+ 0.21% |
$865 - $876
|
14.2K
$428K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 0.08% |
$865 - $876
|
37K
$1.12M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25+ 0.05% |
$746 - $755
|
52.2K
$1.58M
|
|
|
Aug 14, 2025
Q2 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
22+ 0.39% |
$656 - $664
|
5.67K
$171K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13+ 0.04% |
$388 - $392
|
29.6K
$896K
|
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2New |
$59.6 - $60.4
|
2
$60.5
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1- -0.0% |
$29.8 - $30.2
|
375K
$11.3M
|
|
|
Aug 07, 2025
Q2 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-13- 8.67% |
$388 - $392
|
137
$4.14K
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-20- 0.14% |
$596 - $604
|
14.1K
$428K
|
|
|
Jul 21, 2025
Q2 2025
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-24- 1.44% |
$716 - $725
|
1.64K
$49.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-29- 0.36% |
$865 - $876
|
8.05K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-33- 1.44% |
$984 - $996
|
2.26K
$68.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-37- 0.01% |
$1.1K - $1.12K
|
491K
$14.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-42- 1.21% |
$1.25K - $1.27K
|
3.44K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-44- 0.07% |
$1.31K - $1.33K
|
66.2K
$2M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-46- 26.44% |
$1.37K - $1.39K
|
128
$3.87K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-59- 3.23% |
$1.76K - $1.78K
|
1.77K
$53.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60- 63.16% |
$1.79K - $1.81K
|
35
$1.06K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-83- 0.58% |
$2.48K - $2.51K
|
14.2K
$429K
|
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-86- 10.57% |
$2.56K - $2.6K
|
728
$22K
|
|
|
Aug 05, 2025
Q2 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-89- 0.34% |
$2.65K - $2.69K
|
26.4K
$800K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-107- 1.04% |
$3.19K - $3.23K
|
10.2K
$309K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-107- 1.13% |
$3.19K - $3.23K
|
9.36K
$283K
|
|
|
Jul 30, 2025
Q2 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-138- 0.31% |
$4.12K - $4.17K
|
43.7K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-150- 0.26% |
$4.47K - $4.53K
|
57.9K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-153- 1.1% |
$4.56K - $4.62K
|
13.8K
$417K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-159- 10.13% |
$4.74K - $4.8K
|
1.41K
$42.6K
|
|
|
Jul 23, 2025
Q2 2025
|
Narwhal Capital Management
|
SELL
|
- |
-165- 1.77% |
$4.92K - $4.98K
|
9.14K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-174- 0.16% |
$5.19K - $5.25K
|
107K
$3.23M
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-180- 1.25% |
$5.37K - $5.43K
|
14.2K
$430K
|
|
|
Jul 18, 2025
Q2 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-190- 1.86% |
$5.67K - $5.74K
|
10K
$303K
|
|
|
Aug 11, 2025
Q2 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-195- 0.43% |
$5.81K - $5.89K
|
45.2K
$1.37M
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-228- 9.75% |
$6.8K - $6.88K
|
2.11K
$63.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-228- 0.88% |
$6.8K - $6.88K
|
25.7K
$777K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-250- 2.06% |
$7.46K - $7.55K
|
11.9K
$359K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-250- 1.68% |
$7.46K - $7.55K
|
14.6K
$443K
|
|
|
Aug 07, 2025
Q2 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-251- 3.41% |
$7.48K - $7.58K
|
7.11K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-254- 0.26% |
$7.57K - $7.67K
|
98.4K
$2.97M
|