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 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
6.73KNew |
$201K - $203K
|
6.73K
$202K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
6.7KNew |
$200K - $202K
|
6.7K
$202K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.5K+ 72.42% |
$194K - $196K
|
15.5K
$466K
|
|
|
May 02, 2025
Q1 2025
|
Hardy Reed LLC
|
BUY
|
- |
6.44K+ 1.15% |
$192K - $194K
|
564K
$17M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.32K+ 105366.67% |
$189K - $190K
|
6.33K
$190K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
5.96K+ 15.78% |
$178K - $179K
|
43.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.89K+ 12.91% |
$175K - $177K
|
51.5K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
5.56K+ 3.04% |
$166K - $167K
|
189K
$5.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.49K+ 10.31% |
$164K - $165K
|
58.7K
$1.77M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.48K+ 31.89% |
$163K - $165K
|
22.7K
$681K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
5.45K+ 65.62% |
$163K - $164K
|
13.8K
$414K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
5.45K+ 11.26% |
$162K - $164K
|
53.8K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
5.17K+ 0.36% |
$154K - $155K
|
1.45M
$43.7M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.11K+ 13.83% |
$152K - $154K
|
42.1K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Echo Wealth Management, LLC
|
BUY
|
- |
5.11K+ 9.61% |
$152K - $154K
|
58.2K
$1.75M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.06K+ 66.27% |
$151K - $152K
|
12.7K
$382K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
4.89K+ 12.7% |
$146K - $147K
|
43.4K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
4.78K+ 31.72% |
$143K - $144K
|
19.9K
$597K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.63K+ 1.06% |
$138K - $139K
|
441K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.5K+ 36.14% |
$134K - $136K
|
17K
$510K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
BUY
|
- |
4.33K+ 64.1% |
$129K - $130K
|
11.1K
$333K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
4.25K+ 1.32% |
$127K - $128K
|
327K
$9.82M
|
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
BUY
|
- |
4.15K+ 10.37% |
$124K - $125K
|
44.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.92K+ 1.32% |
$117K - $118K
|
299K
$9.01M
|
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.9K+ 6.26% |
$116K - $117K
|
66.2K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
BUY
|
- |
3.76K+ 16.49% |
$112K - $113K
|
26.5K
$798K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
BUY
|
- |
3.75K+ 13.77% |
$112K - $113K
|
31K
$931K
|
|
|
May 08, 2025
Q1 2025
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
BUY
|
- |
3.53K+ 2.04% |
$105K - $106K
|
176K
$5.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.45K+ 2.73% |
$103K - $104K
|
130K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.35K+ 4.65% |
$100K - $101K
|
75.5K
$2.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
3.22KNew |
$96.1K - $97K
|
3.22K
$96.9K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.14K+ 3.99% |
$93.6K - $94.5K
|
81.8K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.94K+ 1.7% |
$87.7K - $88.5K
|
176K
$5.28M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
2.88K+ 3.15% |
$85.8K - $86.6K
|
94.3K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
BUY
|
- |
2.72K+ 20.41% |
$81.1K - $81.9K
|
16K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.7K+ 35.45% |
$80.5K - $81.2K
|
10.3K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.46K+ 10.63% |
$73.4K - $74.1K
|
25.6K
$771K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2.19K+ 25.75% |
$65.3K - $65.9K
|
10.7K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
2.15K+ 3.43% |
$64K - $64.6K
|
64.7K
$1.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
2.05KNew |
$61K - $61.6K
|
2.05K
$61.5K
|
|
|
Apr 08, 2025
Q1 2025
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
2.01K+ 19.45% |
$59.8K - $60.4K
|
12.3K
$370K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.87K+ 7.07% |
$55.6K - $56.1K
|
28.2K
$849K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
1.77K+ 0.45% |
$52.9K - $53.4K
|
400K
$12M
|
|
|
May 14, 2025
Q1 2025
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
1.75K+ 4.01% |
$52.1K - $52.6K
|
45.4K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
1.73K+ 2.65% |
$51.5K - $52K
|
67K
$2.01M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
1.69K+ 1.34% |
$50.2K - $50.7K
|
127K
$3.83M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.44K+ 9.8% |
$42.8K - $43.2K
|
16.1K
$484K
|
|
|
May 14, 2025
Q1 2025
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
1.42K+ 11.18% |
$42.3K - $42.7K
|
14.1K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.26K+ 5.9% |
$37.7K - $38K
|
22.7K
$682K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.26K+ 4.45% |
$37.6K - $38K
|
29.6K
$890K
|