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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.2K+ 7.98% |
$126K - $127K
|
56.8K
$1.72M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-16.2K- 42.01% |
$485K - $489K
|
22.3K
$673K
|
|
|
Oct 20, 2025
Q3 2025
|
Security National Bank
|
BUY
|
- |
211New |
$6.33K - $6.39K
|
211
$6.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
137+ 0.67% |
$4.11K - $4.15K
|
20.6K
$620K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
199New |
$5.97K - $6.03K
|
199
$6.01K
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
6+ 0.02% |
$180 - $182
|
33.3K
$1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.45K- 2.78% |
$43.6K - $44K
|
50.8K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Total Wealth Planning, LLC
|
BUY
|
- |
686+ 1.0% |
$20.6K - $20.8K
|
69.5K
$2.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.8K- 44.43% |
$354K - $357K
|
14.7K
$445K
|
|
|
Oct 16, 2025
Q3 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
1.07K+ 4.41% |
$32.2K - $32.5K
|
25.4K
$767K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-152K- 20.27% |
$4.55M - $4.59M
|
597K
$18M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
70.3K+ 6.48% |
$2.11M - $2.13M
|
1.16M
$34.9M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.97K- 25.91% |
$59K - $59.6K
|
5.62K
$170K
|
|
|
Oct 16, 2025
Q3 2025
|
Brian Low Financial Group, LLC
Baton Rouge, LA |
SELL
|
- |
-3.17K- 3.76% |
$95.1K - $95.9K
|
81K
$2.45M
|
|
|
Oct 16, 2025
Q3 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
8.46K+ 58.61% |
$254K - $256K
|
22.9K
$691K
|
|
|
Oct 16, 2025
Q3 2025
|
Olio Financial Planning
|
SELL
|
- |
-1.04K- 1.39% |
$31.2K - $31.4K
|
73.7K
$2.23M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-33.6K- 25.25% |
$1.01M - $1.02M
|
99.5K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
76+ 0.48% |
$2.28K - $2.3K
|
15.9K
$479K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.11K- 6.87% |
$33.4K - $33.7K
|
15.1K
$456K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.65K- 25.09% |
$79.6K - $80.3K
|
7.92K
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
1.75K+ 4.7% |
$52.4K - $52.9K
|
38.9K
$1.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-30- 0.32% |
$901 - $909
|
9.33K
$282K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
87.7K+ 8.2% |
$2.63M - $2.66M
|
1.16M
$34.9M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-277- 0.51% |
$8.32K - $8.39K
|
54.3K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
87+ 1.15% |
$2.61K - $2.64K
|
7.68K
$232K
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
12.2K+ 1.2% |
$365K - $369K
|
1.03M
$31.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.16K+ 0.3% |
$64.7K - $65.3K
|
719K
$21.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
3.37K+ 6.17% |
$101K - $102K
|
57.9K
$1.75M
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-2- 0.01% |
$60 - $60.6
|
14.1K
$427K
|
|
|
Oct 14, 2025
Q3 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-2.63K- 1.87% |
$78.8K - $79.5K
|
138K
$4.16M
|
|
|
Oct 14, 2025
Q3 2025
|
21 West Wealth Management LLC
Tustin, CA |
SELL
|
- |
-40.7K- 63.91% |
$1.22M - $1.23M
|
23K
$694K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
25.8K+ 1705.75% |
$775K - $782K
|
27.3K
$825K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.16K+ 2.72% |
$125K - $126K
|
157K
$4.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-1.12K- 89.77% |
$33.7K - $34K
|
128
$3.86K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-145- 6.28% |
$4.35K - $4.39K
|
2.17K
$65.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Marion Wealth Management
|
BUY
|
- |
3+ 0.02% |
$90.1 - $90.9
|
16.2K
$488K
|
|
|
Oct 10, 2025
Q3 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
17.8K+ 4.08% |
$535K - $540K
|
454K
$13.7M
|
|
|
Oct 10, 2025
Q3 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
89.2K+ 4.36% |
$2.68M - $2.7M
|
2.13M
$64.4M
|
|
|
Oct 09, 2025
Q3 2025
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
75KNew |
$2.25M - $2.27M
|
75K
$2.26M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
136+ 1.91% |
$4.08K - $4.12K
|
7.25K
$219K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
40+ 1.15% |
$1.2K - $1.21K
|
3.52K
$106K
|
|
|
Oct 09, 2025
Q3 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
10+ 0.61% |
$300 - $303
|
1.65K
$49.8K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
90KNew |
$2.7M - $2.73M
|
90K
$2.72M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-293- 1.72% |
$8.8K - $8.87K
|
16.8K
$506K
|
|
|
Oct 09, 2025
Q3 2025
|
Whitcomb & Hess, Inc.
|
BUY
|
- |
67+ 0.11% |
$2.01K - $2.03K
|
58.6K
$1.77M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
423+ 2.76% |
$12.7K - $12.8K
|
15.8K
$476K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.73K- 6.66% |
$262K - $265K
|
122K
$3.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.87K- 3.84% |
$86.1K - $86.8K
|
71.7K
$2.16M
|
|
|
Oct 08, 2025
Q3 2025
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-2.97K- 7.76% |
$89.2K - $90.1K
|
35.3K
$1.07M
|
|
|
Oct 08, 2025
Q3 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
792+ 9.17% |
$23.8K - $24K
|
9.43K
$284K
|
|