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 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
1.25KNew |
$37.3K - $37.7K
|
1.25K
$37.6K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.25K+ 34.58% |
$37.2K - $37.5K
|
4.85K
$146K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.24K+ 3.25% |
$37K - $37.3K
|
39.4K
$1.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
1.07K+ 0.98% |
$31.8K - $32.1K
|
110K
$3.31M
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
1.06K+ 14.48% |
$31.6K - $31.9K
|
8.38K
$252K
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
1.05K+ 0.97% |
$31.3K - $31.6K
|
109K
$3.29M
|
|
|
May 06, 2025
Q1 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
1.04K+ 4.58% |
$30.9K - $31.2K
|
23.7K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
936+ 25.91% |
$27.9K - $28.2K
|
4.55K
$137K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
900+ 10.28% |
$26.8K - $27.1K
|
9.66K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
764New |
$22.8K - $23K
|
764
$23K
|
|
|
May 08, 2025
Q1 2025
|
Headland Capital, LLC
Mt. Pleasant, SC |
BUY
|
- |
742+ 9.87% |
$22.1K - $22.3K
|
8.26K
$248K
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
700+ 1.37% |
$20.9K - $21.1K
|
51.8K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Elite Financial, Inc.
Lewiston, ID |
BUY
|
- |
700New |
$20.9K - $21.1K
|
700
$21K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
623+ 0.46% |
$18.6K - $18.8K
|
137K
$4.13M
|
|
|
May 15, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
604+ 8.22% |
$18K - $18.2K
|
7.95K
$239K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
567+ 0.93% |
$16.9K - $17.1K
|
61.5K
$1.85M
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
545+ 0.05% |
$16.3K - $16.4K
|
1.04M
$31.2M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
523+ 7.36% |
$15.6K - $15.7K
|
7.63K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
500+ 0.77% |
$14.9K - $15.1K
|
65.2K
$1.96M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
500+ 1.42% |
$14.9K - $15.1K
|
35.8K
$1.08M
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
500+ 1.26% |
$14.9K - $15.1K
|
40.1K
$1.21M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
498+ 100.0% |
$14.9K - $15K
|
996
$29.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
485+ 4.64% |
$14.5K - $14.6K
|
10.9K
$329K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
480+ 0.92% |
$14.3K - $14.4K
|
52.4K
$1.58M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
401+ 0.41% |
$12K - $12.1K
|
98.6K
$2.97M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
389+ 2.64% |
$11.6K - $11.7K
|
15.1K
$454K
|
|
|
Apr 29, 2025
Q1 2025
|
Quattro Financial Advisors LLC
|
BUY
|
- |
371+ 0.15% |
$11.1K - $11.2K
|
249K
$7.48M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
357+ 0.22% |
$10.6K - $10.7K
|
161K
$4.83M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
335+ 17.14% |
$9.99K - $10.1K
|
2.29K
$68.8K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
318+ 0.65% |
$9.48K - $9.57K
|
49K
$1.47M
|
|
|
May 12, 2025
Q1 2025
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
309+ 1.51% |
$9.21K - $9.3K
|
20.8K
$626K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
252New |
$7.51K - $7.59K
|
252
$7.58K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
248+ 1.78% |
$7.4K - $7.46K
|
14.2K
$426K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
238+ 11.33% |
$7.1K - $7.16K
|
2.34K
$70.3K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
235+ 2.23% |
$7.01K - $7.07K
|
10.8K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
230+ 2.84% |
$6.86K - $6.92K
|
8.33K
$251K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
226New |
$6.74K - $6.8K
|
226
$6.8K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
221+ 0.66% |
$6.59K - $6.65K
|
33.5K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
214+ 4.14% |
$6.38K - $6.44K
|
5.38K
$162K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
207+ 61.98% |
$6.17K - $6.23K
|
541
$16.3K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
185+ 1.47% |
$5.52K - $5.57K
|
12.8K
$384K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
168+ 1.16% |
$5.01K - $5.06K
|
14.7K
$441K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
159+ 8.12% |
$4.74K - $4.79K
|
2.12K
$63.6K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
158+ 2.3% |
$4.71K - $4.76K
|
7.03K
$211K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
142+ 4.26% |
$4.23K - $4.27K
|
3.48K
$105K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
132+ 0.14% |
$3.94K - $3.97K
|
97K
$2.92M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
117+ 0.72% |
$3.49K - $3.52K
|
16.3K
$491K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
111+ 0.09% |
$3.31K - $3.34K
|
129K
$3.88M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
110+ 171.88% |
$3.28K - $3.31K
|
174
$5.23K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
106+ 0.75% |
$3.16K - $3.19K
|
14.3K
$429K
|