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 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
61.7K+ 529.95% |
$1.84M - $1.86M
|
73.3K
$2.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61.7K+ 56.96% |
$1.84M - $1.86M
|
170K
$5.11M
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
61.3KNew |
$1.83M - $1.85M
|
61.3K
$1.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
58.4K+ 10.59% |
$1.74M - $1.76M
|
610K
$18.4M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
57.1KNew |
$1.7M - $1.72M
|
57.1K
$1.72M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
55.6K+ 17.17% |
$1.66M - $1.67M
|
379K
$11.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
55.1KNew |
$1.64M - $1.66M
|
55.1K
$1.66M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
54.1K+ 707.17% |
$1.61M - $1.63M
|
61.8K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
53.5K+ 74.41% |
$1.6M - $1.61M
|
125K
$3.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
52.7K+ 473.67% |
$1.57M - $1.59M
|
63.8K
$1.92M
|
|
|
Apr 11, 2025
Q1 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
51.9K+ 4.95% |
$1.55M - $1.56M
|
1.1M
$33.1M
|
|
|
May 15, 2025
Q1 2025
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
50.2KNew |
$1.5M - $1.51M
|
50.2K
$1.51M
|
|
|
May 09, 2025
Q1 2025
|
Sound View Advisors Inc.
Olympia, WA |
BUY
|
- |
48.3K+ 5.46% |
$1.44M - $1.45M
|
934K
$28.1M
|
|
|
May 02, 2025
Q1 2025
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
47.4K+ 56.05% |
$1.41M - $1.43M
|
132K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47.2K+ 109.2% |
$1.41M - $1.42M
|
90.4K
$2.72M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
45.8K+ 4.76% |
$1.37M - $1.38M
|
1.01M
$30.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
43.6K+ 97.12% |
$1.3M - $1.31M
|
88.4K
$2.66M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
39.2K+ 2.63% |
$1.17M - $1.18M
|
1.53M
$46M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
38.6K+ 295.34% |
$1.15M - $1.16M
|
51.7K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
38.3K+ 7.3% |
$1.14M - $1.15M
|
563K
$16.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37K+ 15.3% |
$1.1M - $1.11M
|
279K
$8.39M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
35.1K+ 9.23% |
$1.05M - $1.06M
|
415K
$12.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
35KNew |
$1.05M - $1.05M
|
35K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
35KNew |
$1.04M - $1.05M
|
35K
$1.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
34K+ 9.62% |
$1.01M - $1.02M
|
387K
$11.6M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
32.8K+ 14.78% |
$979K - $989K
|
255K
$7.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
32.6KNew |
$971K - $980K
|
32.6K
$980K
|
|
|
Apr 18, 2025
Q1 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
32.1K+ 3.68% |
$957K - $966K
|
903K
$27.2M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
32.1K+ 4399.31% |
$956K - $965K
|
32.8K
$986K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
31.6K+ 8.48% |
$944K - $953K
|
405K
$12.2M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
31.1KNew |
$926K - $935K
|
31.1K
$934K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
31K+ 196.69% |
$924K - $933K
|
46.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
29.9KNew |
$891K - $900K
|
29.9K
$899K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
28.7K+ 8.04% |
$856K - $864K
|
386K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
28.5K+ 22786.4% |
$849K - $857K
|
28.6K
$860K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
27.3K+ 5.63% |
$813K - $821K
|
512K
$15.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
26.8K+ 201.21% |
$800K - $808K
|
40.2K
$1.21M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
26.4K+ 4.78% |
$788K - $796K
|
579K
$17.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
26.4K+ 1.68% |
$787K - $795K
|
1.6M
$48M
|
|
|
May 14, 2025
Q1 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
25K+ 48.39% |
$745K - $752K
|
76.6K
$2.3M
|
|
|
May 14, 2025
Q1 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
23.8K+ 2.24% |
$710K - $716K
|
1.09M
$32.7M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
22.4K+ 3.98% |
$669K - $676K
|
586K
$17.6M
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
22.3K+ 103.02% |
$664K - $670K
|
43.9K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.6K+ 81.64% |
$614K - $620K
|
45.8K
$1.38M
|
|
|
Apr 11, 2025
Q1 2025
|
Olio Financial Planning
|
BUY
|
- |
20.4K+ 40.77% |
$608K - $614K
|
70.4K
$2.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
20.3K+ 12.94% |
$606K - $612K
|
177K
$5.33M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.7K+ 63.66% |
$587K - $593K
|
50.6K
$1.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 4.41% |
$584K - $590K
|
464K
$13.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
19.2K+ 2.72% |
$573K - $579K
|
726K
$21.8M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
19.1K+ 103.29% |
$570K - $575K
|
37.6K
$1.13M
|