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
|
Marion Wealth Management
|
BUY
|
- |
304+ 1.68% |
$9.05K - $9.18K
|
18.4K
$553K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
283+ 4.15% |
$8.42K - $8.54K
|
7.1K
$213K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
246New |
$7.32K - $7.43K
|
246
$7.38K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
189New |
$5.63K - $5.71K
|
189
$5.67K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186+ 17.22% |
$5.54K - $5.62K
|
1.27K
$38K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
185+ 2.08% |
$5.51K - $5.59K
|
9.09K
$273K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
162+ 1.57% |
$4.82K - $4.89K
|
10.5K
$314K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
133+ 0.62% |
$3.96K - $4.02K
|
21.4K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
133+ 0.65% |
$3.96K - $4.02K
|
20.5K
$615K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
125+ 0.16% |
$3.72K - $3.77K
|
77.5K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
119+ 1.63% |
$3.54K - $3.59K
|
7.44K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
118+ 1.62% |
$3.51K - $3.56K
|
7.4K
$222K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
85+ 1.25% |
$2.53K - $2.57K
|
6.87K
$206K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
67+ 11.3% |
$1.99K - $2.02K
|
660
$19.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 1.61% |
$1.61K - $1.63K
|
3.41K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
54New |
$1.61K - $1.63K
|
54
$1.62K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.66% |
$1.34K - $1.36K
|
6.9K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
22+ 2.2% |
$655 - $664
|
1.02K
$30.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 100.0% |
$595 - $604
|
40
$1.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
13+ 0.08% |
$387 - $392
|
15.5K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$29.8 - $30.2
|
12.1K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3- 0.03% |
$89.3 - $90.6
|
9.32K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7- 0.02% |
$208 - $211
|
38.9K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10- 0.02% |
$298 - $302
|
41.9K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23- 0.14% |
$685 - $694
|
16.5K
$497K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-39- 7.13% |
$1.16K - $1.18K
|
508
$15.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-46- 0.08% |
$1.37K - $1.39K
|
60.9K
$1.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-46- 0.62% |
$1.37K - $1.39K
|
7.32K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-63- 0.78% |
$1.88K - $1.9K
|
7.99K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-68- 3.55% |
$2.02K - $2.05K
|
1.85K
$55.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-81- 8.04% |
$2.41K - $2.45K
|
927
$27.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-107- 9.28% |
$3.19K - $3.23K
|
1.05K
$31.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-136- 0.88% |
$4.05K - $4.11K
|
15.2K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-203- 0.76% |
$6.04K - $6.13K
|
26.4K
$791K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-253- 7.48% |
$7.53K - $7.64K
|
3.13K
$93.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-262- 6.76% |
$7.8K - $7.91K
|
3.61K
$108K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-295- 2.81% |
$8.78K - $8.91K
|
10.2K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-305- 0.65% |
$9.08K - $9.21K
|
46.6K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 1.56% |
$10.4K - $10.6K
|
22K
$661K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-361- 2.47% |
$10.7K - $10.9K
|
14.3K
$428K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-475- 0.79% |
$14.1K - $14.3K
|
59.7K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-482- 0.95% |
$14.3K - $14.6K
|
50.1K
$1.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-502- 2.47% |
$14.9K - $15.2K
|
19.8K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-600- 35.71% |
$17.9K - $18.1K
|
1.08K
$32.4K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-658- 4.3% |
$19.6K - $19.9K
|
14.6K
$440K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-696- 1.78% |
$20.7K - $21K
|
38.4K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-720- 7.98% |
$21.4K - $21.7K
|
8.31K
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-807- 10.64% |
$24K - $24.4K
|
6.78K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-901- 1.85% |
$26.8K - $27.2K
|
47.7K
$1.43M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-929- 0.37% |
$27.7K - $28K
|
248K
$7.46M
|