Institutional Ownership Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB). We have compiled data on the 563 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $5.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
6,820
shares
|
$204,327
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Financial Planning LLC
|
Oct 07, 2024 Q3 2024 |
6,784
shares
|
$203,248
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
6,715
shares
|
$201,181
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
6,645
shares
|
$199,084
0.08% of portfolio
|
Q3 2024
Reduced 23.86%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
6,044
shares
|
$181,078
0.02% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
5,779
shares
|
$173,138
0.0% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
5,641
shares
|
$169,004
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
5,500
shares
|
$164,780
0.0% of portfolio
|
Q3 2022
Reduced 0.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
5,464
shares
|
$163,701
0.1% of portfolio
|
Q3 2024
Reduced 45.91%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
5,318
shares
|
$159,327
0.22% of portfolio
|
Q3 2024
Reduced 84.58%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
5,194
shares
|
$155,612
0.01% of portfolio
|
Q3 2024
Reduced 57.65%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
4,904
shares
|
$146,923
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,432
shares
|
$132,782
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,224
shares
|
$126,551
0.05% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
3,875
shares
|
$116,095
0.01% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
3,600
shares
|
$107,856
0.0% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,500
shares
|
$104,860
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
3,450
shares
|
$103,362
0.02% of portfolio
|
Q4 2023
Added 16.95%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
3,381
shares
|
$101,294
0.03% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
3,379
shares
|
$101,234
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
3,354
shares
|
$100,485
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,305
shares
|
$99,017
0.02% of portfolio
|
Q3 2024
Reduced 58.39%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,300
shares
|
$98,868
0.04% of portfolio
|
Q4 2023
Reduced 34.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,153
shares
|
$94,463
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
3,069
shares
|
$91,947
0.03% of portfolio
|
Q3 2024
Reduced 97.02%
|