Institutional Ownership Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB). We have compiled data on the 616 institutions that hold shares in the stock, with a total of 221 Million shares, which have been reported (via 13F filing form) to have a value of $6.66 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,478,244
shares
|
$44.5 Million
0.01% of portfolio
|
Q1 2025
Added 12.33%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
1,453,994
shares
|
$43.8 Million
0.02% of portfolio
|
Q1 2025
Added 0.36%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
1,433,945
shares
|
$43.2 Million
0.54% of portfolio
|
Q1 2025
Added 157.13%
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jul 11, 2025 Q2 2025 |
1,328,635
shares
|
$40 Million
18.23% of portfolio
|
Q2 2025
Added 7.09%
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,301,056
shares
|
$39.2 Million
4.6% of portfolio
|
Q4 2024
Added 2.2%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,207,962
shares
|
$36.4 Million
0.09% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,206,867
shares
|
$36.4 Million
5.69% of portfolio
|
Q2 2025
Added 3.56%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,150,949
shares
|
$34.7 Million
2.52% of portfolio
|
Q4 2023
Reduced 13.54%
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
1,133,291
shares
|
$34.1 Million
5.26% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
1,088,175
shares
|
$32.8 Million
0.98% of portfolio
|
Q1 2025
Added 2.24%
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
1,085,013
shares
|
$32.7 Million
3.59% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
1,070,549
shares
|
$32.3 Million
3.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
1,069,164
shares
|
$32.2 Million
2.98% of portfolio
|
Q2 2025
Added 5.96%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,045,995
shares
|
$31.5 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,036,617
shares
|
$31.2 Million
5.2% of portfolio
|
Q1 2025
Added 0.05%
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
1,016,953
shares
|
$30.6 Million
11.46% of portfolio
|
Q2 2025
Added 12.63%
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
951,776
shares
|
$28.7 Million
4.78% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
943,302
shares
|
$28.4 Million
0.53% of portfolio
|
Q2 2025
Added 0.01%
|
|
Bank Of Nova Scotia
|
Jul 02, 2025 Q1 2025 |
938,192
shares
|
$28.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
934,237
shares
|
$28.1 Million
11.6% of portfolio
|
Q1 2025
Added 5.46%
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
909,990
shares
|
$27.4 Million
6.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
885,704
shares
|
$26.7 Million
0.05% of portfolio
|
Q1 2025
Added 13.27%
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
789,909
shares
|
$23.8 Million
3.33% of portfolio
|
Q2 2025
Reduced 4.23%
|
|
Mc Carthy Asset Management, Inc.
|
May 14, 2025 Q1 2025 |
779,717
shares
|
$23.5 Million
19.74% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
748,209
shares
|
$22.5 Million
1.79% of portfolio
|
Q2 2025
Reduced 14.42%
|