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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.73M+ 2687.56% |
$51.4M - $52.1M
|
1.79M
$53.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
960KNew |
$28.6M - $29M
|
960K
$28.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
398KNew |
$11.9M - $12M
|
398K
$12M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
358K+ 17.8% |
$10.7M - $10.8M
|
2.37M
$71.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Financial Services, Inc.
Bowling Green, KY |
BUY
|
- |
232K+ 26.17% |
$6.91M - $7.01M
|
1.12M
$33.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
221KNew |
$6.57M - $6.67M
|
221K
$6.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
173KNew |
$5.15M - $5.22M
|
173K
$5.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
138K+ 58.4% |
$4.11M - $4.17M
|
374K
$11.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
127K+ 35.17% |
$3.79M - $3.84M
|
489K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
119K+ 1.61% |
$3.53M - $3.58M
|
7.49M
$225M
|
|
|
Jan 17, 2025
Q4 2024
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
114K+ 11.58% |
$3.39M - $3.44M
|
1.1M
$33M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
84.8KNew |
$2.52M - $2.56M
|
84.8K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
74.8K+ 5.0% |
$2.23M - $2.26M
|
1.57M
$47.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
59.5K+ 2.54% |
$1.77M - $1.8M
|
2.4M
$72.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
50.5K+ 25.31% |
$1.5M - $1.52M
|
250K
$7.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
50KNew |
$1.49M - $1.51M
|
50K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.3K+ 5.1% |
$1.26M - $1.28M
|
871K
$26.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
41.6K+ 4.51% |
$1.24M - $1.25M
|
963K
$28.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
34.8K+ 3.48% |
$1.04M - $1.05M
|
1.04M
$31.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33.4K+ 36.54% |
$994K - $1.01M
|
125K
$3.74M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
32.2KNew |
$958K - $971K
|
32.2K
$966K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32K+ 5.18% |
$951K - $965K
|
649K
$19.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
31.5K+ 3.1% |
$939K - $952K
|
1.05M
$31.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.4K+ 21.94% |
$875K - $887K
|
163K
$4.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.1K+ 2.2% |
$836K - $847K
|
1.3M
$39.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 158.24% |
$820K - $831K
|
44.9K
$1.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$810K - $821K
|
27.2K
$817K
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.9K+ 7.14% |
$771K - $782K
|
388K
$11.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
24.9K+ 6.68% |
$740K - $750K
|
397K
$11.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
24.4K+ 6.95% |
$726K - $736K
|
375K
$11.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
23.4K+ 3.43% |
$697K - $707K
|
707K
$21.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22KNew |
$655K - $664K
|
22K
$660K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21.8K+ 3.92% |
$650K - $659K
|
578K
$17.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.8K+ 6.37% |
$649K - $658K
|
364K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
21.7K+ 25.38% |
$646K - $655K
|
107K
$3.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 18.15% |
$589K - $597K
|
129K
$3.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 4.2% |
$584K - $592K
|
487K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
14.3K+ 6.8% |
$424K - $430K
|
224K
$6.72M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$389K - $395K
|
13.1K
$393K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 3.42% |
$367K - $372K
|
373K
$11.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.9K+ 5.37% |
$355K - $360K
|
234K
$7.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 3.29% |
$347K - $352K
|
366K
$11M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.1KNew |
$331K - $336K
|
11.1K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.9K+ 13.31% |
$265K - $269K
|
75.7K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.76KNew |
$261K - $264K
|
8.76K
$263K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.51K+ 4.98% |
$253K - $257K
|
179K
$5.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 145.18% |
$250K - $253K
|
14.2K
$425K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.97K+ 57.77% |
$237K - $241K
|
21.8K
$654K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.71K+ 8.6% |
$230K - $233K
|
97.4K
$2.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.63KNew |
$227K - $230K
|
7.63K
$229K
|