Latest Institutional Transactions on Spdr Portfolio Short Term Corp (SPSB)
This table provides information on the latest institutional transactions involving Spdr Portfolio Short Term Corp (SPSB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
6.14K+ 2.24% |
$183K - $185K
|
280K
$8.44M
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
612New |
$18.2K - $18.5K
|
612
$18.5K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-477- 95.78% |
$14.2K - $14.4K
|
21
$634
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
562+ 3.71% |
$16.8K - $17K
|
15.7K
$474K
|
|
|
Aug 05, 2025
Q2 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
133New |
$3.97K - $4.02K
|
133
$4.01K
|
|
|
Aug 05, 2025
Q2 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
6.67K+ 84.75% |
$199K - $201K
|
14.5K
$439K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
29+ 0.08% |
$865 - $876
|
37K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
402New |
$12K - $12.1K
|
402
$12.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
7.25KNew |
$216K - $219K
|
7.25K
$219K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
13+ 0.04% |
$388 - $392
|
29.6K
$894K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
8.42K+ 15.28% |
$251K - $254K
|
63.5K
$1.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Ballast Advisors LLC
|
BUY
|
- |
70New |
$2.09K - $2.11K
|
70
$2.11K
|
|
|
Jul 30, 2025
Q2 2025
|
Bck Partners, Inc.
|
SELL
|
- |
-180- 1.25% |
$5.37K - $5.43K
|
14.2K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-1.18K- 1.08% |
$35.3K - $35.7K
|
108K
$3.27M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
BUY
|
- |
45.7K+ 79.1% |
$1.36M - $1.38M
|
103K
$3.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
46.7K+ 4.99% |
$1.39M - $1.41M
|
981K
$29.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
SELL
|
- |
-98.3K- 43.73% |
$2.93M - $2.97M
|
127K
$3.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-551- 4.99% |
$16.4K - $16.6K
|
10.5K
$316K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
46+ 42.2% |
$1.37K - $1.39K
|
155
$4.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-33- 1.44% |
$984 - $996
|
2.26K
$68.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1.8K- 51.53% |
$53.8K - $54.4K
|
1.7K
$51.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.19K- 57.65% |
$35.4K - $35.8K
|
872
$26.3K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-159- 10.13% |
$4.74K - $4.8K
|
1.41K
$42.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-57K- 54.2% |
$1.7M - $1.72M
|
48.2K
$1.45M
|
|
|
Jul 24, 2025
Q2 2025
|
Ma Private Wealth
|
SELL
|
- |
-1.49K- 5.7% |
$44.5K - $45K
|
24.7K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Hardy Reed LLC
|
SELL
|
- |
-7.66K- 1.36% |
$228K - $231K
|
557K
$16.8M
|
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
1.19KNew |
$35.5K - $36K
|
1.19K
$35.9K
|
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
BUY
|
- |
298+ 77.0% |
$8.89K - $9K
|
685
$20.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-59- 3.23% |
$1.76K - $1.78K
|
1.77K
$53.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-23.5K- 34.83% |
$699K - $708K
|
43.9K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-20.3K- 62.17% |
$604K - $611K
|
12.3K
$372K
|
|
|
Jul 21, 2025
Q2 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-22.1K- 75.94% |
$659K - $667K
|
7K
$211K
|
|
|
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 18, 2025
Q2 2025
|
Riverview Trust CO
|
BUY
|
- |
3.28KNew |
$97.8K - $99K
|
3.28K
$99K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-223K- 96.49% |
$6.64M - $6.72M
|
8.11K
$245K
|
|
|
Jul 17, 2025
Q2 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.36KNew |
$279K - $283K
|
9.36K
$283K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.84KNew |
$204K - $207K
|
6.84K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
7.29KNew |
$217K - $220K
|
7.29K
$220K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-228- 9.75% |
$6.8K - $6.88K
|
2.11K
$63.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
8.03KNew |
$239K - $242K
|
8.03K
$242K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$228K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
857New |
$25.6K - $25.9K
|
857
$25.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
200KNew |
$5.95M - $6.03M
|
200K
$6.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-855- 11.26% |
$25.5K - $25.8K
|
6.74K
$203K
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
21.9KNew |
$652K - $660K
|
21.9K
$660K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
10.2K+ 6.11% |
$305K - $308K
|
178K
$5.37M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-13.6KClosed |
$406K - $410K
|
0
$0
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
207+ 61.98% |
$6.17K - $6.23K
|
541
$16.3K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$1.55K - $1.57K
|
52
$1.57K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.3K- 9.98% |
$456K - $460K
|
138K
$4.16M
|
|