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 563 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $5.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
532
shares
|
$15,912
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
497
shares
|
$14,865
0.0% of portfolio
|
Q4 2022
Reduced 34.69%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
408
shares
|
$12,203
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
398
shares
|
$11,904
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
334
shares
|
$9,989
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
327
shares
|
$9,780
0.0% of portfolio
|
Q1 2024
Reduced 79.94%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
304
shares
|
$9,092
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
299
shares
|
$8,943
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
274
shares
|
$8,195
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
259
shares
|
$7,746
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
252
shares
|
$7,537
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
250
shares
|
$7,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
209
shares
|
$6,251
0.0% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
185
shares
|
$5,533
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
169
shares
|
$5,054
0.0% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$4,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
135
shares
|
$4,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
109
shares
|
$3,260
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
105
shares
|
$3,140
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
101
shares
|
$3,020
0.0% of portfolio
|
Q1 2024
Reduced 87.42%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
67
shares
|
$2,003
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
66
shares
|
$1,974
0.0% of portfolio
|
Q4 2019
Reduced 66.67%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$1,794
0.0% of portfolio
|
Q2 2022
Reduced 98.55%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
54
shares
|
$1,615
0.0% of portfolio
|
Q1 2024
Reduced 96.02%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
42
shares
|
$1,256
0.0% of portfolio
|
Q2 2024
New holding
|