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
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.86K- 10.14% |
$55.3K - $56K
|
16.5K
$498K
|
|
|
Jul 23, 2025
Q2 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-1.89K- 2.36% |
$56.2K - $56.9K
|
78.2K
$2.36M
|
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-1.96K- 9.23% |
$58.6K - $59.3K
|
19.3K
$584K
|
|
|
Aug 12, 2025
Q2 2025
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-2K- 7.12% |
$59.6K - $60.4K
|
26.1K
$789K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.13K- 22.32% |
$63.6K - $64.4K
|
7.43K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.29K- 6.74% |
$68.3K - $69.1K
|
31.7K
$958K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.45K- 5.51% |
$73K - $73.9K
|
42K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.48K- 12.48% |
$73.9K - $74.8K
|
17.4K
$526K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.49K- 11.24% |
$74.2K - $75.1K
|
19.6K
$594K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.5K- 6.34% |
$74.6K - $75.5K
|
36.9K
$1.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Members Trust CO
|
SELL
|
- |
-2.51K- 10.85% |
$74.7K - $75.6K
|
20.6K
$623K
|
|
|
Aug 04, 2025
Q2 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-2.54K- 7.09% |
$75.7K - $76.7K
|
33.3K
$1.01M
|
|
|
Jul 24, 2025
Q2 2025
|
Iron Financial, LLC
|
SELL
|
- |
-2.61K- 2.13% |
$77.8K - $78.7K
|
120K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.66K- 4.12% |
$79.4K - $80.4K
|
62K
$1.88M
|
|
|
Aug 07, 2025
Q2 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.67K- 5.99% |
$79.5K - $80.5K
|
41.8K
$1.26M
|
|
|
Aug 04, 2025
Q2 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-2.79K- 12.03% |
$83.3K - $84.3K
|
20.4K
$618K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.16K- 3.14% |
$94.3K - $95.4K
|
97.5K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.29K- 5.3% |
$98K - $99.3K
|
58.7K
$1.78M
|
|
|
Jul 21, 2025
Q2 2025
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.3K- 1.32% |
$98.3K - $99.5K
|
245K
$7.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.37K- 16.22% |
$101K - $102K
|
17.4K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.39K- 8.06% |
$101K - $102K
|
38.7K
$1.17M
|
|
|
Jul 31, 2025
Q2 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-3.56K- 2.77% |
$106K - $107K
|
125K
$3.78M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-3.79K- 23.63% |
$113K - $114K
|
12.3K
$371K
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.84K- 7.61% |
$114K - $116K
|
46.6K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-3.95K- 26.39% |
$118K - $119K
|
11K
$333K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.98K- 1.22% |
$119K - $120K
|
323K
$9.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.03K- 5.62% |
$120K - $122K
|
67.6K
$2.04M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.05K- 16.19% |
$121K - $122K
|
21K
$634K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.18K- 12.75% |
$125K - $126K
|
28.6K
$866K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.42K- 13.42% |
$132K - $134K
|
28.5K
$863K
|
|
|
Aug 07, 2025
Q2 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-4.67K- 4.18% |
$139K - $141K
|
107K
$3.23M
|
|
|
Aug 19, 2025
Q2 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.7K- 48.45% |
$140K - $142K
|
5K
$151K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.88K- 2.19% |
$145K - $147K
|
218K
$6.58M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.33K- 7.26% |
$159K - $161K
|
68K
$2.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.36K- 17.25% |
$160K - $162K
|
25.7K
$777K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-6.01K- 4.38% |
$179K - $181K
|
131K
$3.97M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-6.02K- 27.07% |
$179K - $182K
|
16.2K
$490K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-6.02K- 1.73% |
$180K - $182K
|
341K
$10.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.48K- 16.7% |
$193K - $196K
|
32.3K
$977K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.67K- 50.29% |
$199K - $201K
|
6.59K
$199K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.01K- 3.07% |
$209K - $212K
|
221K
$6.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-7.42K- 31.76% |
$221K - $224K
|
15.9K
$482K
|
|
|
Jul 15, 2025
Q2 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-7.51K- 9.84% |
$224K - $227K
|
68.8K
$2.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-7.61K- 7.44% |
$227K - $230K
|
94.6K
$2.86M
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-7.66K- 1.36% |
$228K - $231K
|
557K
$16.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-7.75K- 1.43% |
$231K - $234K
|
536K
$16.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-7.99K- 18.07% |
$238K - $241K
|
36.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-8.24K- 19.32% |
$246K - $249K
|
34.4K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.28K- 5.67% |
$247K - $250K
|
138K
$4.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-8.28K- 16.5% |
$247K - $250K
|
41.9K
$1.27M
|