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 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.8K+ 0.36% |
$173K - $175K
|
1.61M
$48.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.78K+ 13.39% |
$172K - $175K
|
49K
$1.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
5.76K+ 70.73% |
$172K - $174K
|
13.9K
$417K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
5.76K+ 7.47% |
$171K - $174K
|
82.8K
$2.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
5.63KNew |
$168K - $170K
|
5.63K
$169K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.18K+ 26.76% |
$154K - $156K
|
24.5K
$735K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5.17KNew |
$154K - $156K
|
5.17K
$155K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.97K+ 0.93% |
$148K - $150K
|
539K
$16.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
4.8K+ 18.16% |
$143K - $145K
|
31.2K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
4.69K+ 3.86% |
$140K - $142K
|
126K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.66K+ 58.89% |
$139K - $141K
|
12.6K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.51K+ 6.08% |
$134K - $136K
|
78.7K
$2.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.41K+ 1.82% |
$131K - $133K
|
247K
$7.39M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
4.4K+ 1.65% |
$131K - $133K
|
271K
$8.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
4.35K+ 12.35% |
$129K - $131K
|
39.6K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
4.29K+ 4.55% |
$128K - $130K
|
98.7K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.26K+ 5.81% |
$127K - $129K
|
77.6K
$2.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
4.25K+ 12.61% |
$127K - $128K
|
37.9K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4.16K+ 2.33% |
$124K - $126K
|
183K
$5.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
4.13K+ 44.78% |
$123K - $125K
|
13.3K
$400K
|
|
|
Feb 04, 2025
Q4 2024
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.97K+ 2.35% |
$118K - $120K
|
173K
$5.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
BUY
|
- |
3.91K+ 34.07% |
$116K - $118K
|
15.4K
$462K
|
|
|
Jan 27, 2025
Q4 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
3.75K+ 4.93% |
$112K - $113K
|
79.8K
$2.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.69K+ 175.27% |
$110K - $111K
|
5.8K
$174K
|
|
|
Feb 19, 2025
Q4 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
3.6K+ 3.11% |
$107K - $109K
|
119K
$3.58M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.52KNew |
$105K - $106K
|
3.52K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3.39K+ 9.25% |
$101K - $102K
|
40.1K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.36K+ 16.97% |
$100K - $101K
|
23.2K
$695K
|
|
|
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
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
3.17K+ 469.58% |
$94.2K - $95.6K
|
3.84K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.04K+ 25.58% |
$90.4K - $91.7K
|
14.9K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.89K+ 4.68% |
$86.1K - $87.3K
|
64.7K
$1.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.89K+ 24.52% |
$86K - $87.2K
|
14.7K
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.71KNew |
$80.7K - $81.8K
|
2.71K
$81.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.7K+ 26.41% |
$80.5K - $81.6K
|
12.9K
$388K
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.69KNew |
$79.9K - $81.1K
|
2.69K
$80.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.63K+ 18.33% |
$78.1K - $79.2K
|
16.9K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.59K+ 13.98% |
$77.1K - $78.2K
|
21.1K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.58K+ 17.97% |
$76.8K - $77.9K
|
16.9K
$508K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
2.53KNew |
$75.4K - $76.5K
|
2.53K
$76K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.49K+ 18.71% |
$74.1K - $75.1K
|
15.8K
$474K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.48K+ 5.33% |
$73.7K - $74.8K
|
48.9K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.39K+ 1.67% |
$71.1K - $72.1K
|
145K
$4.36M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.35K+ 4.64% |
$70K - $71K
|
53K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.31K+ 15.57% |
$68.9K - $69.9K
|
17.2K
$515K
|
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.3K+ 4.64% |
$68.5K - $69.4K
|
51.9K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.21K+ 9.86% |
$65.6K - $66.6K
|
24.6K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 1.08% |
$62.5K - $63.3K
|
196K
$5.87M
|