Purchases and Sales Made in Q4 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.5M+ 96.62% |
$550M - $558M
|
37.6M
$1.14B
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.27M+ 8.81% |
$97.3M - $98.7M
|
40.4M
$1.22B
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.73M+ 2687.56% |
$51.4M - $52.1M
|
1.79M
$54.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
960KNew |
$28.6M - $29M
|
960K
$29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
886KNew |
$26.4M - $26.7M
|
886K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
885K+ 20.7% |
$26.4M - $26.7M
|
5.16M
$156M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
485KNew |
$14.4M - $14.7M
|
485K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
470K+ 46.09% |
$14M - $14.2M
|
1.49M
$45.1M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
470K+ 3248.93% |
$14M - $14.2M
|
485K
$14.7M
|
|
|
Jul 02, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
449K+ 47.87% |
$13.4M - $13.6M
|
1.39M
$42M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
398KNew |
$11.9M - $12M
|
398K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
392K+ 18.38% |
$11.7M - $11.8M
|
2.52M
$76.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
358K+ 17.8% |
$10.7M - $10.8M
|
2.37M
$71.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
285K+ 5.3% |
$8.48M - $8.6M
|
5.67M
$171M
|
|
|
Feb 12, 2025
Q4 2024
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
269KNew |
$7.99M - $8.11M
|
269K
$8.13M
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
263KNew |
$7.84M - $7.95M
|
263K
$7.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
256KNew |
$7.63M - $7.74M
|
256K
$7.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
254K+ 80.11% |
$7.56M - $7.67M
|
571K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
250KNew |
$7.44M - $7.55M
|
250K
$7.56M
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
233K+ 41.77% |
$6.95M - $7.04M
|
792K
$24M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
232K+ 26.17% |
$6.91M - $7.01M
|
1.12M
$33.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
222K+ 198.02% |
$6.59M - $6.69M
|
333K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
221KNew |
$6.57M - $6.67M
|
221K
$6.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
220K+ 26.1% |
$6.56M - $6.65M
|
1.06M
$32.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
214K+ 87.72% |
$6.36M - $6.45M
|
457K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
195K+ 5.27% |
$5.8M - $5.88M
|
3.89M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
190KNew |
$5.66M - $5.74M
|
190K
$5.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
173KNew |
$5.15M - $5.22M
|
173K
$5.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
170K+ 19.72% |
$5.07M - $5.14M
|
1.03M
$31.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
138K+ 58.4% |
$4.11M - $4.17M
|
374K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
134K+ 20.69% |
$3.99M - $4.04M
|
781K
$23.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 35.17% |
$3.79M - $3.84M
|
489K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
125K+ 107.58% |
$3.74M - $3.79M
|
242K
$7.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
119K+ 1.61% |
$3.53M - $3.58M
|
7.49M
$227M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
114K+ 11.58% |
$3.39M - $3.44M
|
1.1M
$33.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
109K+ 4.19% |
$3.25M - $3.29M
|
2.71M
$82.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
107K+ 49.21% |
$3.18M - $3.22M
|
324K
$9.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
99.3K+ 22.14% |
$2.96M - $3M
|
548K
$16.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
84.8KNew |
$2.52M - $2.56M
|
84.8K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
84.5KNew |
$2.52M - $2.55M
|
84.5K
$2.56M
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
81.1KNew |
$2.41M - $2.45M
|
81.1K
$2.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
80.6KNew |
$2.4M - $2.43M
|
80.6K
$2.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
78.1K+ 4.97% |
$2.33M - $2.36M
|
1.65M
$49.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
74.8K+ 5.0% |
$2.23M - $2.26M
|
1.57M
$47.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
73.9K+ 5.95% |
$2.2M - $2.23M
|
1.32M
$39.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
67.3KNew |
$2M - $2.03M
|
67.3K
$2.04M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
62.7K+ 12.82% |
$1.87M - $1.89M
|
552K
$16.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
61.1K+ 13.18% |
$1.82M - $1.85M
|
525K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
59.5K+ 2.54% |
$1.77M - $1.8M
|
2.4M
$72.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
57.6K+ 2.82% |
$1.72M - $1.74M
|
2.1M
$63.6M
|