Purchases and Sales Made in Q1 2025 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.5M+ 3609.37% |
$134M - $136M
|
4.63M
$139M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
248K+ 1238075.0% |
$7.38M - $7.45M
|
248K
$7.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
183K+ 10.23% |
$5.46M - $5.51M
|
1.97M
$59.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
175K+ 98.32% |
$5.21M - $5.26M
|
352K
$10.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
116K+ 136.77% |
$3.46M - $3.49M
|
201K
$6.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
97.9K+ 50.06% |
$2.92M - $2.95M
|
294K
$8.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
67.7K+ 6.17% |
$2.02M - $2.04M
|
1.17M
$35.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.4K+ 10.59% |
$1.74M - $1.76M
|
610K
$18.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
52.7K+ 473.67% |
$1.57M - $1.59M
|
63.8K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
51.9K+ 4.95% |
$1.55M - $1.56M
|
1.1M
$33.1M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
45.8K+ 4.76% |
$1.37M - $1.38M
|
1.01M
$30.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.6K+ 8.48% |
$944K - $953K
|
405K
$12.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
20.4K+ 40.77% |
$608K - $614K
|
70.4K
$2.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
16.2K+ 70.01% |
$484K - $489K
|
39.4K
$1.19M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.2K+ 30.37% |
$453K - $458K
|
65.3K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14.2K+ 95.96% |
$424K - $428K
|
29.1K
$874K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.48KNew |
$283K - $285K
|
9.48K
$285K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.63KNew |
$228K - $230K
|
7.63K
$230K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.44KNew |
$222K - $224K
|
7.44K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.96K+ 2.57% |
$208K - $210K
|
278K
$8.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.91KNew |
$206K - $208K
|
6.91K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.7KNew |
$200K - $202K
|
6.7K
$202K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.32K+ 105366.67% |
$189K - $190K
|
6.33K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
5.96K+ 15.78% |
$178K - $179K
|
43.7K
$1.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.48K+ 31.89% |
$163K - $165K
|
22.7K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.06K+ 66.27% |
$151K - $152K
|
12.7K
$382K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.45K+ 2.73% |
$103K - $104K
|
130K
$3.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.22KNew |
$96.1K - $97K
|
3.22K
$96.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.19K+ 25.75% |
$65.3K - $65.9K
|
10.7K
$322K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.01K+ 19.45% |
$59.8K - $60.4K
|
12.3K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.87K+ 7.07% |
$55.6K - $56.1K
|
28.2K
$849K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73K+ 2.65% |
$51.5K - $52K
|
67K
$2.01M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.07K+ 0.98% |
$31.8K - $32.1K
|
110K
$3.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
936+ 25.91% |
$27.9K - $28.2K
|
4.55K
$137K
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
523+ 7.36% |
$15.6K - $15.7K
|
7.63K
$229K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
389+ 2.64% |
$11.6K - $11.7K
|
15.1K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
248+ 1.78% |
$7.4K - $7.46K
|
14.2K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
238+ 11.33% |
$7.1K - $7.16K
|
2.34K
$70.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
158+ 2.3% |
$4.71K - $4.76K
|
7.03K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111+ 0.09% |
$3.31K - $3.34K
|
129K
$3.88M
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
77+ 4.85% |
$2.3K - $2.32K
|
1.66K
$50K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$1.97K - $1.99K
|
66
$1.99K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27+ 0.79% |
$805 - $813
|
3.44K
$103K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
22+ 0.27% |
$656 - $662
|
8.2K
$247K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9+ 0.02% |
$268 - $271
|
58.9K
$1.77M
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 1.06% |
$59.6 - $60.2
|
191
$5.75K
|
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-20- 0.03% |
$596 - $602
|
59.7K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-36- 0.36% |
$1.07K - $1.08K
|
10.1K
$303K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-81- 2.42% |
$2.42K - $2.44K
|
3.27K
$98.4K
|