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 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53.3K+ 16.33% |
$1.59M - $1.61M
|
380K
$11.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
53.2KNew |
$1.58M - $1.61M
|
53.2K
$1.61M
|
|
|
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
$7.56M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
50.2K+ 16.57% |
$1.5M - $1.52M
|
353K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
BUY
|
- |
50KNew |
$1.49M - $1.51M
|
50K
$1.51M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
48.8KNew |
$1.45M - $1.47M
|
48.8K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
46.6K+ 48.57% |
$1.39M - $1.41M
|
143K
$4.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
46K+ 26.11% |
$1.37M - $1.39M
|
222K
$6.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
44.8KNew |
$1.33M - $1.35M
|
44.8K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
44.4K+ 9.51% |
$1.32M - $1.34M
|
511K
$15.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
42.5K+ 12.87% |
$1.27M - $1.28M
|
373K
$11.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
42.3K+ 5.1% |
$1.26M - $1.28M
|
871K
$26.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
41.6K+ 4.51% |
$1.24M - $1.25M
|
963K
$29.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
36.3K+ 11.33% |
$1.08M - $1.1M
|
357K
$10.8M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
35.4KNew |
$1.05M - $1.07M
|
35.4K
$1.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
34.8K+ 3.48% |
$1.04M - $1.05M
|
1.04M
$31.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
34.1K+ 13.95% |
$1.02M - $1.03M
|
279K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
34KNew |
$1.01M - $1.03M
|
34K
$1.03M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33.4K+ 36.54% |
$994K - $1.01M
|
125K
$3.77M
|
|
|
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
$973K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
32K+ 5.18% |
$951K - $965K
|
649K
$19.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
31.5K+ 3.1% |
$939K - $952K
|
1.05M
$31.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
29.4K+ 21.94% |
$875K - $887K
|
163K
$4.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
28.1K+ 2.2% |
$836K - $847K
|
1.3M
$39.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
28K+ 58.03% |
$833K - $845K
|
76.2K
$2.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
27.5K+ 158.24% |
$820K - $831K
|
44.9K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 6.61% |
$819K - $831K
|
444K
$13.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
27.2KNew |
$810K - $821K
|
27.2K
$823K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
26.4K+ 39.34% |
$785K - $796K
|
93.4K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
25.9K+ 7.14% |
$771K - $782K
|
388K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25.2KNew |
$751K - $761K
|
25.2K
$763K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
24.9K+ 6.68% |
$740K - $750K
|
397K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
24.4K+ 6.95% |
$726K - $736K
|
375K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Banco Santander, S.A.
|
BUY
|
- |
23.9K+ 32.92% |
$712K - $722K
|
96.6K
$2.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
23.4K+ 3.43% |
$697K - $707K
|
707K
$21.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
23.4KNew |
$695K - $705K
|
23.4K
$707K
|
|
|
Mar 10, 2025
Q4 2024
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
22.6KNew |
$674K - $684K
|
22.6K
$685K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
22KNew |
$655K - $664K
|
22K
$666K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
21.8K+ 3.92% |
$650K - $659K
|
578K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
21.8K+ 6.37% |
$649K - $658K
|
364K
$11M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
21.7K+ 25.38% |
$646K - $655K
|
107K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.8K+ 18.15% |
$589K - $597K
|
129K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.6K+ 4.2% |
$584K - $592K
|
487K
$14.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.3K+ 11.88% |
$574K - $582K
|
182K
$5.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.1K+ 17.97% |
$570K - $578K
|
126K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
18.5KNew |
$551K - $559K
|
18.5K
$560K
|
|
|
Feb 10, 2025
Q4 2024
|
Saiph Capital, LLC
Wyckoff, NJ |
BUY
|
- |
18.4K+ 8.09% |
$549K - $556K
|
246K
$7.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18.1K+ 19.18% |
$537K - $545K
|
112K
$3.39M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
16.9K+ 21.35% |
$502K - $509K
|
95.9K
$2.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
16.3K+ 111.15% |
$485K - $492K
|
30.9K
$936K
|