Purchases and Sales Made in Q1 2025 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-114K- 14.34% |
$3.39M - $3.42M
|
678K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-120KClosed |
$3.59M - $3.62M
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-167K- 6.63% |
$4.98M - $5.03M
|
2.36M
$70.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-179K- 79.1% |
$5.33M - $5.38M
|
47.2K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-225K- 10.73% |
$6.72M - $6.79M
|
1.88M
$56.4M
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-244K- 7.07% |
$7.28M - $7.35M
|
3.21M
$96.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-295K- 44.56% |
$8.81M - $8.89M
|
367K
$11M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-339K- 33.99% |
$10.1M - $10.2M
|
658K
$19.8M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-449K- 32.37% |
$13.4M - $13.5M
|
938K
$28.2M
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-449K- 32.37% |
$13.4M - $13.5M
|
938K
$28.2M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-558K- 23.25% |
$16.6M - $16.8M
|
1.84M
$55.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-4.47M- 96.68% |
$133M - $135M
|
154K
$4.62M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.5M- 33.37% |
$374M - $377M
|
25M
$753M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-14.4M- 96.68% |
$430M - $434M
|
496K
$14.9M
|