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 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.9K- 50.69% |
$324K - $329K
|
10.6K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-11.7K- 22.57% |
$348K - $353K
|
40.1K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-12.2K- 89.55% |
$364K - $369K
|
1.43K
$42.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
SELL
|
- |
-14.6K- 5.49% |
$433K - $439K
|
251K
$7.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.1K- 4.09% |
$479K - $485K
|
377K
$11.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-16.3K- 50.1% |
$484K - $491K
|
16.2K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17.6K- 3.88% |
$525K - $532K
|
437K
$13M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-22.1K- 52.51% |
$657K - $666K
|
20K
$597K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-27K- 33.62% |
$805K - $816K
|
53.4K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-30.5K- 30.87% |
$908K - $921K
|
68.3K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-31.3K- 3.42% |
$932K - $945K
|
884K
$26.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-31.7K- 68.07% |
$942K - $956K
|
14.8K
$444K
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-49.3K- 28.83% |
$1.47M - $1.49M
|
122K
$3.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-59K- 39.22% |
$1.76M - $1.78M
|
91.4K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-60.9K- 26.75% |
$1.81M - $1.84M
|
167K
$4.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-140K- 8.79% |
$4.15M - $4.21M
|
1.45M
$43.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143K- 20.76% |
$4.25M - $4.31M
|
545K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-239K- 53.01% |
$7.1M - $7.2M
|
212K
$6.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-258K- 26.83% |
$7.67M - $7.78M
|
703K
$21M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-265K- 92.13% |
$7.9M - $8.01M
|
22.7K
$677K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-315K- 24.55% |
$9.39M - $9.52M
|
970K
$29M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-330K- 25.96% |
$9.81M - $9.95M
|
940K
$28.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-398K- 44.58% |
$11.9M - $12M
|
495K
$14.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-573K- 60.87% |
$17M - $17.3M
|
368K
$11M
|