Purchases and Sales Made in Q3 2025 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
BUY
|
- |
5.72K+ 2.52% |
$172K - $173K
|
233K
$7.04M
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.57K+ 8.73% |
$167K - $169K
|
69.4K
$2.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
5.06K+ 56.75% |
$152K - $153K
|
14K
$423K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.29K+ 0.72% |
$129K - $130K
|
603K
$18.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.2K+ 7.98% |
$126K - $127K
|
56.8K
$1.72M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.16K+ 2.72% |
$125K - $126K
|
157K
$4.75M
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
3.8KNew |
$114K - $115K
|
3.8K
$115K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.37K+ 6.17% |
$101K - $102K
|
57.9K
$1.75M
|
|
|
Oct 28, 2025
Q3 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
3.32K+ 21.05% |
$99.6K - $100K
|
19.1K
$577K
|
|
|
Oct 22, 2025
Q3 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
3.27K+ 5.09% |
$98.1K - $99K
|
67.4K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
3.23K+ 30.66% |
$97K - $97.8K
|
13.8K
$416K
|
|
|
Oct 06, 2025
Q3 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.03K+ 3.51% |
$90.9K - $91.7K
|
89.2K
$2.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.98K+ 3.81% |
$89.5K - $90.3K
|
81.2K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.82K+ 3.87% |
$84.7K - $85.5K
|
75.8K
$2.29M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.34KNew |
$70.4K - $71K
|
2.34K
$70.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.16K+ 0.3% |
$64.7K - $65.3K
|
719K
$21.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.1K+ 14.19% |
$63.1K - $63.6K
|
16.9K
$511K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2.02K+ 1.51% |
$60.7K - $61.2K
|
136K
$4.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.83K+ 1.32% |
$55.1K - $55.6K
|
141K
$4.26M
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.76K+ 17.77% |
$52.7K - $53.2K
|
11.6K
$352K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.75K+ 4.7% |
$52.4K - $52.9K
|
38.9K
$1.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.56K+ 15.55% |
$46.8K - $47.3K
|
11.6K
$351K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.19K+ 6.71% |
$35.7K - $36K
|
18.9K
$572K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.14K+ 3.15% |
$34.2K - $34.5K
|
37.3K
$1.13M
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.07K+ 4.41% |
$32.2K - $32.5K
|
25.4K
$769K
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
908New |
$27.3K - $27.5K
|
908
$27.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
890+ 4.07% |
$26.7K - $27K
|
22.8K
$689K
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
792+ 9.17% |
$23.8K - $24K
|
9.43K
$285K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
737+ 7.22% |
$22.1K - $22.3K
|
10.9K
$331K
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
686+ 1.0% |
$20.6K - $20.8K
|
69.5K
$2.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
665+ 8.37% |
$20K - $20.1K
|
8.61K
$260K
|
|
|
Oct 20, 2025
Q3 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
594+ 2.76% |
$17.8K - $18K
|
22.1K
$670K
|
|
|
Oct 27, 2025
Q3 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
545+ 0.43% |
$16.4K - $16.5K
|
128K
$3.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
522+ 1.65% |
$15.7K - $15.8K
|
32.1K
$971K
|
|
|
Oct 22, 2025
Q3 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
440+ 5.1% |
$13.2K - $13.3K
|
9.07K
$274K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
423+ 2.76% |
$12.7K - $12.8K
|
15.8K
$477K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
416+ 1.15% |
$12.5K - $12.6K
|
36.6K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
413+ 1.14% |
$12.4K - $12.5K
|
36.6K
$1.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
342+ 4.38% |
$10.3K - $10.4K
|
8.15K
$247K
|
|
|
Oct 24, 2025
Q3 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
312+ 4.17% |
$9.37K - $9.45K
|
7.8K
$236K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
300New |
$9.01K - $9.09K
|
300
$9.08K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
228+ 14.23% |
$6.84K - $6.91K
|
1.83K
$55.4K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
211New |
$6.33K - $6.39K
|
211
$6.38K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199New |
$5.97K - $6.03K
|
199
$6.02K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
197+ 2.21% |
$5.91K - $5.97K
|
9.13K
$276K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
191+ 0.14% |
$5.73K - $5.79K
|
141K
$4.27M
|
|
|
Oct 23, 2025
Q3 2025
|
Narwhal Capital Management
|
BUY
|
- |
186+ 2.04% |
$5.58K - $5.63K
|
9.33K
$282K
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
177+ 0.42% |
$5.31K - $5.36K
|
42K
$1.27M
|
|
|
Oct 14, 2025
Q3 2025
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
175+ 1.5% |
$5.25K - $5.3K
|
11.9K
$359K
|
|
|
Oct 28, 2025
Q3 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
170+ 2.39% |
$5.1K - $5.15K
|
7.28K
$220K
|