Purchases and Sales Made in Q4 2025 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.2KNew |
$127K - $127K
|
4.2K
$127K
|
|
|
Jan 21, 2026
Q4 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.16K+ 1.4% |
$125K - $126K
|
301K
$9.09M
|
|
|
Jan 29, 2026
Q4 2025
|
James Investment Research Inc
|
BUY
|
- |
4.06K+ 7.84% |
$122K - $123K
|
55.9K
$1.69M
|
|
|
Jan 28, 2026
Q4 2025
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
3.76K+ 4.63% |
$113K - $114K
|
84.9K
$2.56M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.52K+ 12.65% |
$106K - $107K
|
31.3K
$946K
|
|
|
Jan 07, 2026
Q4 2025
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.24K+ 3.63% |
$97.7K - $98.3K
|
92.5K
$2.79M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
2.98K+ 5.09% |
$89.9K - $90.5K
|
61.6K
$1.86M
|
|
|
Jan 20, 2026
Q4 2025
|
Olio Financial Planning
|
BUY
|
- |
2.98K+ 4.04% |
$89.6K - $90.2K
|
76.7K
$2.31M
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.74K+ 18.6% |
$82.6K - $83.2K
|
17.5K
$528K
|
|
|
Jan 23, 2026
Q4 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
2.67K+ 19.11% |
$80.4K - $80.9K
|
16.6K
$502K
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.63K+ 0.33% |
$79.1K - $79.6K
|
802K
$24.2M
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.38K+ 3.49% |
$71.7K - $72.2K
|
70.5K
$2.13M
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.92K+ 90.95% |
$57.8K - $58.2K
|
4.03K
$122K
|
|
|
Jan 28, 2026
Q4 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 8.6% |
$53.3K - $53.6K
|
22.3K
$674K
|
|
|
Jan 16, 2026
Q4 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.49K+ 4.22% |
$44.9K - $45.2K
|
36.8K
$1.11M
|
|
|
Jan 14, 2026
Q4 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.44K+ 19.93% |
$43.5K - $43.8K
|
8.69K
$262K
|
|
|
Jan 22, 2026
Q4 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.31K+ 10.26% |
$39.3K - $39.6K
|
14K
$423K
|
|
|
Jan 23, 2026
Q4 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.24K+ 10.2% |
$37.3K - $37.5K
|
13.4K
$403K
|
|
|
Jan 23, 2026
Q4 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.22K+ 2.14% |
$36.7K - $36.9K
|
58.1K
$1.75M
|
|
|
Jan 16, 2026
Q4 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
1.18K+ 12.2% |
$35.7K - $35.9K
|
10.9K
$329K
|
|
|
Jan 26, 2026
Q4 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.12K+ 0.82% |
$33.8K - $34K
|
139K
$4.19M
|
|
|
Jan 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.1K+ 11.67% |
$33.1K - $33.4K
|
10.5K
$318K
|
|
|
Jan 29, 2026
Q4 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06K+ 3.41% |
$32K - $32.2K
|
32.2K
$971K
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
921+ 0.8% |
$27.7K - $27.9K
|
116K
$3.51M
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
621+ 0.32% |
$18.7K - $18.8K
|
192K
$5.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
615+ 7.15% |
$18.5K - $18.6K
|
9.22K
$278K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
463New |
$14K - $14K
|
463
$14K
|
|
|
Jan 07, 2026
Q4 2025
|
Lake Street Financial LLC
|
BUY
|
- |
384+ 3.16% |
$11.6K - $11.6K
|
12.5K
$378K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
340+ 3.35% |
$10.2K - $10.3K
|
10.5K
$316K
|
|
|
Jan 20, 2026
Q4 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
302+ 1.19% |
$9.1K - $9.16K
|
25.7K
$776K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
300+ 3.49% |
$9.04K - $9.1K
|
8.89K
$268K
|
|
|
Jan 21, 2026
Q4 2025
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
263+ 3.37% |
$7.92K - $7.97K
|
8.06K
$243K
|
|
|
Jan 20, 2026
Q4 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
244New |
$7.35K - $7.4K
|
244
$7.36K
|
|
|
Jan 21, 2026
Q4 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
241+ 3.31% |
$7.26K - $7.31K
|
7.52K
$227K
|
|
|
Jan 07, 2026
Q4 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
BUY
|
- |
199New |
$6K - $6.03K
|
199
$6.01K
|
|
|
Jan 28, 2026
Q4 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
196New |
$5.91K - $5.94K
|
196
$5.92K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 128.68% |
$5.27K - $5.31K
|
311
$9.39K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
169+ 0.53% |
$5.09K - $5.12K
|
32.3K
$974K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
113+ 1.47% |
$3.4K - $3.43K
|
7.79K
$235K
|
|
|
Jan 20, 2026
Q4 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
80+ 0.68% |
$2.41K - $2.43K
|
11.8K
$357K
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
75+ 0.03% |
$2.26K - $2.27K
|
218K
$6.57M
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
67+ 1.48% |
$2.02K - $2.03K
|
4.58K
$138K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 0.42% |
$1.99K - $2K
|
15.8K
$478K
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
54+ 0.96% |
$1.63K - $1.64K
|
5.68K
$171K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
52+ 1.48% |
$1.57K - $1.58K
|
3.57K
$108K
|
|
|
Jan 21, 2026
Q4 2025
|
Albion Financial Group
|
BUY
|
- |
43New |
$1.3K - $1.3K
|
43
$1.3K
|
|
|
Jan 26, 2026
Q4 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
35+ 0.19% |
$1.05K - $1.06K
|
19K
$572K
|
|
|
Jan 23, 2026
Q4 2025
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
BUY
|
- |
30+ 0.04% |
$904 - $910
|
68.3K
$2.06M
|
|
|
Jan 06, 2026
Q4 2025
|
Martin Capital Partners, LLC
|
BUY
|
- |
27+ 0.01% |
$814 - $819
|
185K
$5.58M
|
|
|
Jan 26, 2026
Q4 2025
|
Marion Wealth Management
|
BUY
|
- |
5+ 0.03% |
$151 - $152
|
16.2K
$488K
|
|