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
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.04K- 0.76% |
$31K - $31.5K
|
136K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 1.08% |
$39.2K - $39.8K
|
120K
$3.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-1.35K- 5.12% |
$40.2K - $40.8K
|
25.1K
$752K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.37K- 11.83% |
$40.8K - $41.4K
|
10.2K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.41K- 2.34% |
$42.1K - $42.7K
|
58.9K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.55% |
$43.8K - $44.4K
|
13.9K
$418K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.52K- 74.52% |
$45.1K - $45.7K
|
518
$15.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.81K- 3.45% |
$54K - $54.8K
|
50.8K
$1.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.23K- 12.54% |
$66.5K - $67.4K
|
15.6K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.3K- 0.31% |
$68.6K - $69.5K
|
738K
$22.2M
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.7K- 5.02% |
$80.4K - $81.5K
|
51.1K
$1.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.7K- 7.57% |
$80.4K - $81.5K
|
33K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.28K- 7.52% |
$97.5K - $98.9K
|
40.3K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.57K- 3.51% |
$106K - $108K
|
98.2K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.78K- 6.99% |
$113K - $114K
|
50.4K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.85K- 14.44% |
$114K - $116K
|
22.8K
$684K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.93K- 6.48% |
$117K - $119K
|
56.7K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.15K- 3.69% |
$123K - $125K
|
108K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.19K- 3.26% |
$125K - $126K
|
124K
$3.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-5K- 25.76% |
$149K - $151K
|
14.4K
$432K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.1K- 8.22% |
$152K - $154K
|
57K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.62K- 3.93% |
$167K - $170K
|
137K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.04K- 99.9% |
$180K - $182K
|
6
$180
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-6.4K- 11.03% |
$190K - $193K
|
51.6K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.05K- 5.31% |
$210K - $213K
|
126K
$3.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.26K- 8.54% |
$216K - $219K
|
77.7K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-7.57K- 5.09% |
$225K - $228K
|
141K
$4.24M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-7.79K- 3.33% |
$232K - $235K
|
226K
$6.79M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-7.91K- 19.79% |
$235K - $239K
|
32K
$962K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-7.98K- 5.86% |
$238K - $241K
|
128K
$3.85M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
SELL
|
- |
-8.35K- 1.47% |
$249K - $252K
|
558K
$16.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.47K- 13.72% |
$252K - $256K
|
53.3K
$1.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8.52K- 5.18% |
$254K - $257K
|
156K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-8.53K- 7.26% |
$254K - $258K
|
109K
$3.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.76K- 7.39% |
$291K - $295K
|
122K
$3.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-10.5K- 9.2% |
$312K - $316K
|
103K
$3.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 50.69% |
$324K - $329K
|
10.6K
$318K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.2K- 89.55% |
$364K - $369K
|
1.43K
$42.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.6K- 5.49% |
$433K - $439K
|
251K
$7.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.6K- 3.88% |
$525K - $532K
|
437K
$13.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-22.1K- 52.51% |
$657K - $666K
|
20K
$599K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-27K- 33.62% |
$805K - $816K
|
53.4K
$1.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-30.5K- 30.87% |
$908K - $921K
|
68.3K
$2.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-31.7K- 68.07% |
$942K - $956K
|
14.8K
$446K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-49.3K- 28.83% |
$1.47M - $1.49M
|
122K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-60.9K- 26.75% |
$1.81M - $1.84M
|
167K
$5.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143K- 20.76% |
$4.25M - $4.31M
|
545K
$16.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-258K- 26.83% |
$7.67M - $7.78M
|
703K
$21.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-315K- 24.55% |
$9.39M - $9.52M
|
970K
$29.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-330K- 25.96% |
$9.81M - $9.95M
|
940K
$28.2M
|