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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
19K+ 5.07% |
$567K - $572K
|
394K
$11.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
17.7K+ 15.76% |
$527K - $532K
|
130K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
17.4KNew |
$519K - $524K
|
17.4K
$523K
|
|
|
Apr 23, 2025
Q1 2025
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
17.4K+ 6.79% |
$519K - $524K
|
274K
$8.23M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
17.4KNew |
$519K - $523K
|
17.4K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
17.2K+ 118.11% |
$514K - $519K
|
31.9K
$958K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.1K+ 19.12% |
$509K - $514K
|
106K
$3.2M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.3K+ 2.58% |
$486K - $490K
|
648K
$19.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
16.2K+ 70.01% |
$484K - $489K
|
39.4K
$1.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
16K+ 2.58% |
$477K - $482K
|
635K
$19.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
15.8K+ 9.67% |
$471K - $475K
|
179K
$5.39M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.2K+ 30.37% |
$453K - $458K
|
65.3K
$1.96M
|
|
|
May 15, 2025
Q1 2025
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
15.1K+ 29.93% |
$449K - $453K
|
65.3K
$1.96M
|
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
15K+ 2141.43% |
$447K - $451K
|
15.7K
$472K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
14.6K+ 2.52% |
$435K - $439K
|
593K
$17.8M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.5KNew |
$432K - $436K
|
14.5K
$436K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.5K+ 3.16% |
$431K - $435K
|
472K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
14.4K+ 119.76% |
$431K - $435K
|
26.5K
$797K
|
|
|
Apr 17, 2025
Q1 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
14.2K+ 95.96% |
$424K - $428K
|
29.1K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.9K+ 4.18% |
$416K - $420K
|
347K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
13.9K+ 201.91% |
$416K - $420K
|
20.8K
$627K
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
12.7K+ 7.99% |
$378K - $381K
|
171K
$5.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
12.3K+ 49.99% |
$365K - $369K
|
36.8K
$1.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
11.9K+ 70.21% |
$355K - $358K
|
28.8K
$867K
|
|
|
May 12, 2025
Q1 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
11.6K+ 8.44% |
$346K - $349K
|
149K
$4.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
11.5K+ 2.9% |
$343K - $346K
|
408K
$12.3M
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
10.9K+ 3.01% |
$326K - $329K
|
375K
$11.3M
|
|
|
May 01, 2025
Q1 2025
|
Ma Private Wealth
|
BUY
|
- |
10.8K+ 70.18% |
$322K - $325K
|
26.2K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
10.4K+ 23.07% |
$309K - $312K
|
55.3K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
10.1K+ 27.28% |
$301K - $304K
|
47.1K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
10.1K+ 6.94% |
$301K - $304K
|
156K
$4.68M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.89KNew |
$295K - $298K
|
9.89K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
9.77KNew |
$291K - $294K
|
9.77K
$294K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.48KNew |
$283K - $285K
|
9.48K
$285K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
9.33KNew |
$278K - $281K
|
9.33K
$280K
|
|
|
Apr 22, 2025
Q1 2025
|
Narwhal Capital Management
|
BUY
|
- |
9.3KNew |
$277K - $280K
|
9.3K
$280K
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
9.11K+ 11.73% |
$272K - $274K
|
86.7K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.82K+ 5.29% |
$263K - $266K
|
176K
$5.28M
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
8.3K+ 33.83% |
$247K - $250K
|
32.8K
$987K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
8.1KNew |
$242K - $244K
|
8.1K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
7.63K+ 1.17% |
$228K - $230K
|
657K
$19.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.63KNew |
$228K - $230K
|
7.63K
$229K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
7.57KNew |
$226K - $228K
|
7.57K
$227K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
BUY
|
- |
7.56K+ 19.91% |
$225K - $227K
|
45.5K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
7.44KNew |
$222K - $224K
|
7.44K
$224K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
6.96K+ 2.57% |
$208K - $210K
|
278K
$8.37M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.91KNew |
$206K - $208K
|
6.91K
$208K
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
6.88K+ 41.58% |
$205K - $207K
|
23.4K
$704K
|
|
|
May 05, 2025
Q1 2025
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.81K+ 8.94% |
$203K - $205K
|
83K
$2.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
6.8K+ 19.22% |
$203K - $205K
|
42.2K
$1.27M
|