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 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
14.3K+ 6.8% |
$424K - $430K
|
224K
$6.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.1KNew |
$389K - $395K
|
13.1K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
BUY
|
- |
12.7K+ 10.18% |
$378K - $383K
|
137K
$4.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3K+ 3.42% |
$367K - $372K
|
373K
$11.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
12.1KNew |
$359K - $364K
|
12.1K
$360K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
11.9K+ 5.37% |
$355K - $360K
|
234K
$7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.7K+ 3.29% |
$347K - $352K
|
366K
$10.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.1KNew |
$331K - $336K
|
11.1K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
9.75K+ 74.91% |
$290K - $294K
|
22.8K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.75K+ 6.2% |
$290K - $294K
|
167K
$4.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.9K+ 13.31% |
$265K - $269K
|
75.7K
$2.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
8.76KNew |
$261K - $264K
|
8.76K
$262K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
8.51K+ 4.98% |
$253K - $257K
|
179K
$5.36M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.39K+ 145.18% |
$250K - $253K
|
14.2K
$423K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.97K+ 57.77% |
$237K - $241K
|
21.8K
$651K
|
|
|
Feb 06, 2025
Q4 2024
|
Kelly Financial Group LLC
Wethersfield, CT |
BUY
|
- |
7.88KNew |
$235K - $238K
|
7.88K
$236K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.71K+ 8.6% |
$230K - $233K
|
97.4K
$2.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.63KNew |
$227K - $230K
|
7.63K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.54KNew |
$224K - $228K
|
7.54K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.99K+ 38.66% |
$208K - $211K
|
25.1K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$201K - $204K
|
6.75K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.51K+ 15.46% |
$194K - $197K
|
48.7K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
6.46K+ 3.77% |
$192K - $195K
|
178K
$5.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
6.36K+ 16.19% |
$189K - $192K
|
45.6K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.16K+ 7.2% |
$183K - $186K
|
91.6K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.95K+ 10.55% |
$177K - $180K
|
62.3K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.8K+ 0.36% |
$173K - $175K
|
1.61M
$48.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.76K+ 70.73% |
$172K - $174K
|
13.9K
$416K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.76K+ 7.47% |
$171K - $174K
|
82.8K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.18K+ 26.76% |
$154K - $156K
|
24.5K
$732K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.17KNew |
$154K - $156K
|
5.17K
$154K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.97K+ 0.93% |
$148K - $150K
|
539K
$16.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.69K+ 3.86% |
$140K - $142K
|
126K
$3.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.66K+ 58.89% |
$139K - $141K
|
12.6K
$376K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.51K+ 6.08% |
$134K - $136K
|
78.7K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.41K+ 1.82% |
$131K - $133K
|
247K
$7.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.4K+ 1.65% |
$131K - $133K
|
271K
$8.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.29K+ 4.55% |
$128K - $130K
|
98.7K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.26K+ 5.81% |
$127K - $129K
|
77.6K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.13K+ 44.78% |
$123K - $125K
|
13.3K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.97K+ 2.35% |
$118K - $120K
|
173K
$5.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.91K+ 34.07% |
$116K - $118K
|
15.4K
$460K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.75K+ 4.93% |
$112K - $113K
|
79.8K
$2.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
3.35KNew |
$99.8K - $101K
|
3.35K
$100K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
3.35K+ 9.74% |
$99.7K - $101K
|
37.8K
$1.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
3.35K+ 35.51% |
$99.7K - $101K
|
12.8K
$382K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.89K+ 4.68% |
$86.1K - $87.3K
|
64.7K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.89K+ 24.52% |
$86K - $87.2K
|
14.7K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.71KNew |
$80.7K - $81.8K
|
2.71K
$81K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.59K+ 13.98% |
$77.1K - $78.2K
|
21.1K
$631K
|