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 614 institutions that hold shares in the stock, with a total of 222 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 |
---|---|---|---|---|---|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
733,822
shares
|
$22.1 Million
0.04% of portfolio
|
Q1 2025
Added 37.72%
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
731,553
shares
|
$22 Million
5.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
725,797
shares
|
$21.8 Million
7.04% of portfolio
|
Q1 2025
Added 2.72%
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
678,346
shares
|
$20.4 Million
0.11% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
671,775
shares
|
$20.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
660,246
shares
|
$19.9 Million
0.08% of portfolio
|
Q1 2025
Added 15.6%
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
658,183
shares
|
$19.8 Million
0.5% of portfolio
|
Q1 2025
Reduced 33.99%
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
657,241
shares
|
$19.8 Million
5.44% of portfolio
|
Q1 2025
Added 1.17%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
648,225
shares
|
$19.5 Million
0.05% of portfolio
|
Q1 2025
Added 2.58%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
635,280
shares
|
$19.1 Million
4.61% of portfolio
|
Q1 2025
Added 2.58%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
598,935
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
597,611
shares
|
$18 Million
2.06% of portfolio
|
Q4 2023
Reduced 6.38%
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
593,033
shares
|
$17.8 Million
0.95% of portfolio
|
Q1 2025
Added 2.52%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
585,648
shares
|
$17.6 Million
0.58% of portfolio
|
Q1 2025
Added 3.98%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
580,771
shares
|
$17.5 Million
0.11% of portfolio
|
Q1 2025
Added 13.63%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
578,970
shares
|
$17.4 Million
1.14% of portfolio
|
Q1 2025
Added 4.78%
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
573,199
shares
|
$17.2 Million
6.94% of portfolio
|
Q1 2025
Added 47.56%
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
564,336
shares
|
$17 Million
1.53% of portfolio
|
Q1 2025
Added 1.15%
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
557,178
shares
|
$16.8 Million
0.19% of portfolio
|
Q1 2024
Reduced 4.44%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
548,626
shares
|
$16.5 Million
0.01% of portfolio
|
Q1 2025
Added 13.04%
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
546,217
shares
|
$16.4 Million
0.22% of portfolio
|
Q1 2025
Added 46.53%
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
543,356
shares
|
$16.3 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
536,407
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
511,858
shares
|
$15.4 Million
2.56% of portfolio
|
Q1 2025
Added 5.63%
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
495,626
shares
|
$14.9 Million
8.36% of portfolio
|
Q1 2025
Reduced 96.68%
|