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 614 institutions that hold shares in the stock, with a total of 224 Million shares, which have been reported (via 13F filing form) to have a value of $6.74 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
742,623
shares
|
$22.3 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
731,553
shares
|
$22 Million
5.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Jan 23, 2025 Q4 2024 |
706,572
shares
|
$21.3 Million
7.01% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
702,745
shares
|
$21.1 Million
1.82% of portfolio
|
Q4 2024
Reduced 26.83%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
649,609
shares
|
$19.5 Million
5.16% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
649,321
shares
|
$19.5 Million
3.04% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
631,943
shares
|
$19 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
619,278
shares
|
$18.6 Million
4.58% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
610,462
shares
|
$18.4 Million
0.04% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
597,611
shares
|
$18 Million
2.06% of portfolio
|
Q4 2023
Reduced 6.38%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
578,457
shares
|
$17.4 Million
0.92% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
571,167
shares
|
$17.2 Million
0.07% of portfolio
|
Q4 2024
Added 80.11%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
557,893
shares
|
$16.8 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
557,679
shares
|
$16.8 Million
0.26% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
557,178
shares
|
$16.8 Million
0.19% of portfolio
|
Q1 2024
Reduced 4.44%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
552,532
shares
|
$16.6 Million
1.1% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
547,949
shares
|
$16.5 Million
0.0% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
544,593
shares
|
$16.4 Million
0.19% of portfolio
|
Q4 2024
Reduced 20.76%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
539,164
shares
|
$16.2 Million
0.09% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
532,822
shares
|
$16 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
524,895
shares
|
$15.8 Million
0.55% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
511,089
shares
|
$15.4 Million
0.1% of portfolio
|
Q4 2024
Added 9.51%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
502,007
shares
|
$15.1 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Red Cedar Investment Management, LLC
|
Jan 30, 2025 Q4 2024 |
495,033
shares
|
$14.9 Million
1.87% of portfolio
|
Q4 2024
Reduced 44.58%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
494,396
shares
|
$14.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.37%
|