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 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-8.58K- 6.77% |
$256K - $259K
|
118K
$3.58M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.62K- 10.03% |
$257K - $260K
|
77.4K
$2.34M
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-8.73K- 11.64% |
$260K - $264K
|
66.3K
$2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-8.77K- 18.56% |
$261K - $265K
|
38.5K
$1.16M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.2K- 20.08% |
$274K - $278K
|
36.6K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10K- 86.86% |
$299K - $302K
|
1.51K
$45.8K
|
|
|
Jul 23, 2025
Q2 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-10.6K- 30.91% |
$317K - $321K
|
23.8K
$720K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 56.58% |
$325K - $329K
|
8.37K
$253K
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-10.9K- 56.58% |
$325K - $329K
|
8.37K
$253K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.4K- 7.32% |
$340K - $344K
|
144K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-11.5K- 8.32% |
$342K - $346K
|
126K
$3.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-11.5K- 1.89% |
$344K - $348K
|
599K
$18.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.8K- 21.93% |
$352K - $356K
|
42K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-11.9K- 57.16% |
$355K - $360K
|
8.93K
$270K
|
|
|
Aug 11, 2025
Q2 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-12K- 8.35% |
$359K - $363K
|
132K
$3.99M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-13.1K- 5.81% |
$391K - $396K
|
213K
$6.44M
|
|
|
Jul 21, 2025
Q2 2025
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-15.3K- 1.39% |
$457K - $463K
|
1.09M
$32.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17.1K- 3.11% |
$509K - $515K
|
532K
$16.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-18.3K- 5.26% |
$546K - $553K
|
330K
$9.98M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20.3K- 62.17% |
$604K - $611K
|
12.3K
$373K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-20.5K- 26.16% |
$610K - $618K
|
57.8K
$1.75M
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-22.1K- 75.94% |
$659K - $667K
|
7K
$212K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-23.5K- 34.83% |
$699K - $708K
|
43.9K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-24.1K- 12.64% |
$718K - $726K
|
166K
$5.03M
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-24.3K- 3.82% |
$725K - $733K
|
611K
$18.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-24.6K- 32.11% |
$733K - $743K
|
52K
$1.57M
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-27.5K- 24.68% |
$821K - $832K
|
84K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-28.1K- 5.82% |
$837K - $847K
|
454K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28.5K- 99.68% |
$850K - $861K
|
92
$2.78K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-31.4K- 4.29% |
$936K - $948K
|
700K
$21.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
SELL
|
- |
-32.4K- 2.03% |
$966K - $978K
|
1.56M
$47.3M
|
|
|
Aug 14, 2025
Q2 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
SELL
|
- |
-33.4K- 51.14% |
$996K - $1.01M
|
31.9K
$965K
|
|
|
Jul 25, 2025
Q2 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-33.6K- 66.28% |
$1M - $1.01M
|
17.1K
$516K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.1K- 9.67% |
$1.02M - $1.03M
|
318K
$9.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-34.9K- 4.23% |
$1.04M - $1.05M
|
790K
$23.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-44.5K- 8.98% |
$1.33M - $1.34M
|
451K
$13.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-47.8K- 46.57% |
$1.43M - $1.44M
|
54.9K
$1.66M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57K- 54.2% |
$1.7M - $1.72M
|
48.2K
$1.46M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-58.4K- 1.48% |
$1.74M - $1.76M
|
3.88M
$117M
|
|
|
Aug 13, 2025
Q2 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-60K- 37.37% |
$1.79M - $1.81M
|
101K
$3.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-83.1K- 4.43% |
$2.48M - $2.51M
|
1.79M
$54.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-83.7K- 88.83% |
$2.5M - $2.53M
|
10.5K
$319K
|
|
|
Aug 14, 2025
Q2 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-92.3K- 8.14% |
$2.75M - $2.79M
|
1.04M
$31.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-96.5K- 16.83% |
$2.88M - $2.91M
|
477K
$14.4M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-98.3K- 43.73% |
$2.93M - $2.97M
|
127K
$3.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-98.4K- 5.26% |
$2.93M - $2.97M
|
1.77M
$53.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-104K- 16.04% |
$3.1M - $3.14M
|
544K
$16.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-109K- 30.58% |
$3.24M - $3.28M
|
247K
$7.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-117K- 8.07% |
$3.5M - $3.54M
|
1.34M
$40.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-120K- 17.66% |
$3.57M - $3.62M
|
559K
$16.9M
|