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 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-36- 0.36% |
$1.07K - $1.08K
|
10.1K
$302K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-81- 2.42% |
$2.42K - $2.44K
|
3.27K
$98.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-117- 1.48% |
$3.49K - $3.52K
|
7.77K
$233K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-295- 2.5% |
$8.8K - $8.88K
|
11.5K
$346K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-583- 1.5% |
$17.4K - $17.5K
|
38.3K
$1.15M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-627- 0.64% |
$18.7K - $18.9K
|
96.8K
$2.9M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-788- 0.82% |
$23.5K - $23.7K
|
95.5K
$2.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-799- 1.41% |
$23.8K - $24K
|
55.9K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-853- 11.32% |
$25.4K - $25.7K
|
6.68K
$200K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-976- 1.83% |
$29.1K - $29.4K
|
52.2K
$1.57M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.07K- 34.18% |
$31.9K - $32.2K
|
2.06K
$61.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.08K- 7.05% |
$32.1K - $32.4K
|
14.2K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 1.55% |
$35.8K - $36.2K
|
76.3K
$2.29M
|
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.5K- 3.0% |
$44.7K - $45.2K
|
48.6K
$1.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.54K- 12.6% |
$46K - $46.4K
|
10.7K
$320K
|
|
|
Apr 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.55K- 9.97% |
$46.2K - $46.6K
|
14K
$419K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.8K- 18.61% |
$53.7K - $54.2K
|
7.87K
$236K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.98K- 10.75% |
$59K - $59.6K
|
16.4K
$493K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.96K- 9.24% |
$88.3K - $89.2K
|
29.1K
$872K
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.4K- 2.8% |
$101K - $102K
|
118K
$3.55M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.93K- 8.23% |
$117K - $118K
|
43.8K
$1.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.22K- 5.57% |
$126K - $127K
|
71.5K
$2.14M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.5K- 10.75% |
$134K - $135K
|
37.4K
$1.12M
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-6.61K- 8.28% |
$197K - $199K
|
73.2K
$2.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.71K- 0.91% |
$200K - $202K
|
732K
$21.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-9.01K- 40.22% |
$269K - $271K
|
13.4K
$402K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-10.9K- 4.89% |
$326K - $329K
|
213K
$6.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-17.6K- 9.82% |
$525K - $530K
|
162K
$4.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-32.8K- 82.25% |
$979K - $988K
|
7.09K
$212K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-179K- 79.1% |
$5.33M - $5.38M
|
47.2K
$1.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-558K- 23.25% |
$16.6M - $16.8M
|
1.84M
$55.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.47M- 96.68% |
$133M - $135M
|
154K
$4.61M
|