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 05, 2025
Q2 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-256- 3.31% |
$7.63K - $7.73K
|
7.49K
$226K
|
|
Aug 14, 2025
Q2 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-268- 0.4% |
$7.99K - $8.09K
|
66.9K
$2.02M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-291- 1.19% |
$8.68K - $8.79K
|
24.3K
$734K
|
|
Aug 05, 2025
Q2 2025
|
Marion Wealth Management
|
SELL
|
- |
-295- 1.79% |
$8.8K - $8.91K
|
16.2K
$488K
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-336- 1.37% |
$10K - $10.1K
|
24.2K
$733K
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-344- 0.43% |
$10.3K - $10.4K
|
79.7K
$2.41M
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-358- 3.55% |
$10.7K - $10.8K
|
9.72K
$294K
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-362- 2.24% |
$10.8K - $10.9K
|
15.8K
$477K
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-375- 0.47% |
$11.2K - $11.3K
|
79.6K
$2.41M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
SELL
|
- |
-385- 5.72% |
$11.5K - $11.6K
|
6.34K
$192K
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-422- 0.45% |
$12.6K - $12.7K
|
93.2K
$2.82M
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-439- 1.51% |
$13.1K - $13.3K
|
28.6K
$865K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-477- 95.78% |
$14.2K - $14.4K
|
21
$635
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-486- 4.55% |
$14.5K - $14.7K
|
10.2K
$308K
|
|
Jul 16, 2025
Q2 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-497- 2.45% |
$14.8K - $15K
|
19.8K
$599K
|
|
Aug 01, 2025
Q2 2025
|
Zhang Financial LLC
|
SELL
|
- |
-499- 1.27% |
$14.9K - $15.1K
|
38.9K
$1.18M
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-551- 4.99% |
$16.4K - $16.6K
|
10.5K
$317K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-629- 12.97% |
$18.8K - $19K
|
4.22K
$128K
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-650- 1.24% |
$19.4K - $19.6K
|
51.7K
$1.56M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-675- 8.85% |
$20.1K - $20.4K
|
6.95K
$210K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-677- 0.14% |
$20.2K - $20.4K
|
493K
$14.9M
|
|
Jul 28, 2025
Q2 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-700- 6.32% |
$20.9K - $21.1K
|
10.4K
$314K
|
|
Jul 23, 2025
Q2 2025
|
Woodside Wealth Management LLC
Framingham, MA |
SELL
|
- |
-741- 0.16% |
$22.1K - $22.4K
|
465K
$14.1M
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-796- 1.64% |
$23.7K - $24K
|
47.8K
$1.44M
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-855- 11.26% |
$25.5K - $25.8K
|
6.74K
$204K
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-902- 9.64% |
$26.9K - $27.2K
|
8.45K
$256K
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-948- 2.58% |
$28.3K - $28.6K
|
35.8K
$1.08M
|
|
Aug 13, 2025
Q2 2025
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-993- 3.32% |
$29.6K - $30K
|
28.9K
$874K
|
|
Jul 21, 2025
Q2 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.05K- 0.78% |
$31.4K - $31.8K
|
134K
$4.04M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.08K- 1.84% |
$32.2K - $32.6K
|
57.7K
$1.74M
|
|
Jul 24, 2025
Q2 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-1.14K- 13.2% |
$34.1K - $34.5K
|
7.51K
$227K
|
|
Aug 11, 2025
Q2 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.14K- 0.61% |
$34.1K - $34.5K
|
187K
$5.67M
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.15K- 89.42% |
$34.3K - $34.7K
|
136
$4.11K
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.17K- 4.22% |
$34.8K - $35.2K
|
26.5K
$801K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.17K- 2.45% |
$34.9K - $35.4K
|
46.7K
$1.41M
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.18K- 3.08% |
$35.2K - $35.7K
|
37.2K
$1.12M
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.18K- 1.08% |
$35.3K - $35.7K
|
108K
$3.28M
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.19K- 57.65% |
$35.4K - $35.8K
|
872
$26.4K
|
|
Jul 03, 2025
Q2 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-1.19K- 2.0% |
$35.5K - $36K
|
58.5K
$1.77M
|
|
Jul 22, 2025
Q2 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
SELL
|
- |
-1.2K- 14.55% |
$35.8K - $36.3K
|
7.06K
$213K
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1.25K- 94.26% |
$37.2K - $37.7K
|
76
$2.3K
|
|
Aug 06, 2025
Q2 2025
|
Eukles Asset Management
|
SELL
|
- |
-1.34K- 0.97% |
$39.8K - $40.3K
|
137K
$4.13M
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.35K- 2.41% |
$40.1K - $40.6K
|
54.5K
$1.65M
|
|
Aug 11, 2025
Q2 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1.36K- 0.68% |
$40.6K - $41.1K
|
200K
$6.04M
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.49K- 5.7% |
$44.5K - $45K
|
24.7K
$747K
|
|
Aug 08, 2025
Q2 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-1.51K- 11.18% |
$44.9K - $45.5K
|
12K
$362K
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1.61K- 2.34% |
$47.9K - $48.5K
|
66.9K
$2.02M
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-1.62K- 50.26% |
$48.3K - $48.9K
|
1.6K
$48.4K
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.8K- 1.99% |
$53.6K - $54.3K
|
88.6K
$2.68M
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.8K- 51.53% |
$53.8K - $54.4K
|
1.7K
$51.3K
|