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 14, 2026
Q4 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
489K+ 2888.41% |
$14.7M - $14.8M
|
506K
$15.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooke Wealth Management, LLC
Irvine, CA |
BUY
|
- |
232KNew |
$6.98M - $7.02M
|
232K
$6.99M
|
|
|
Jan 21, 2026
Q4 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
161K+ 12.51% |
$4.86M - $4.89M
|
1.45M
$43.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
150KNew |
$4.51M - $4.54M
|
150K
$4.52M
|
|
|
Jan 15, 2026
Q4 2025
|
Powerhouse Assets LLC
Lincoln, MA |
BUY
|
- |
78.5KNew |
$2.37M - $2.38M
|
78.5K
$2.37M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.3K+ 9.33% |
$1.69M - $1.71M
|
659K
$19.9M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
45.9K+ 29.94% |
$1.38M - $1.39M
|
199K
$6.01M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
44.7K+ 4.12% |
$1.35M - $1.35M
|
1.13M
$34M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
40.3K+ 97.07% |
$1.21M - $1.22M
|
81.8K
$2.47M
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
36.7KNew |
$1.11M - $1.11M
|
36.7K
$1.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
35.8K+ 6.96% |
$1.08M - $1.09M
|
550K
$16.6M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
33.8K+ 14.63% |
$1.02M - $1.02M
|
265K
$7.99M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31.4K+ 114.99% |
$947K - $953K
|
58.8K
$1.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
30.2K+ 2.61% |
$909K - $915K
|
1.19M
$35.8M
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
22.8K+ 10.87% |
$687K - $691K
|
233K
$7.02M
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
18K+ 43.07% |
$542K - $545K
|
59.7K
$1.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Aspiriant, LLC
|
BUY
|
- |
15KNew |
$453K - $456K
|
15K
$454K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
14.1K+ 10.36% |
$424K - $426K
|
150K
$4.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
13.5KNew |
$406K - $408K
|
13.5K
$407K
|
|
|
Jan 12, 2026
Q4 2025
|
Private Wealth Group, LLC
|
BUY
|
- |
11.9K+ 31.05% |
$358K - $360K
|
50.1K
$1.51M
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
11.6KNew |
$349K - $351K
|
11.6K
$349K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.83K+ 25.14% |
$296K - $298K
|
48.9K
$1.48M
|
|
|
Jan 15, 2026
Q4 2025
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
9.36KNew |
$282K - $284K
|
9.36K
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
8.01K+ 11.25% |
$241K - $243K
|
79.2K
$2.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
7.75KNew |
$233K - $235K
|
7.75K
$234K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.12K+ 69.32% |
$154K - $155K
|
12.5K
$377K
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4.89K+ 6.24% |
$147K - $148K
|
83.3K
$2.51M
|
|
|
Jan 13, 2026
Q4 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.86K+ 6.78% |
$146K - $147K
|
76.6K
$2.31M
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.43K+ 1.1% |
$133K - $134K
|
406K
$12.2M
|
|
|
Jan 05, 2026
Q4 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.35K+ 3.33% |
$131K - $132K
|
135K
$4.06M
|
|
|
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 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 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 14, 2026
Q4 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.1K+ 11.67% |
$33.1K - $33.4K
|
10.5K
$318K
|
|
|
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
|
|