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 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
95New |
$2.83K - $2.86K
|
95
$2.86K
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
77+ 4.85% |
$2.3K - $2.32K
|
1.66K
$50K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
68New |
$2.03K - $2.05K
|
68
$2.04K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
67+ 124.07% |
$2K - $2.02K
|
121
$3.64K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
66New |
$1.97K - $1.99K
|
66
$1.98K
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
58+ 0.78% |
$1.73K - $1.75K
|
7.5K
$226K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
58New |
$1.73K - $1.75K
|
58
$1.74K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
58+ 0.78% |
$1.73K - $1.75K
|
7.46K
$224K
|
|
Jul 07, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
56+ 0.52% |
$1.67K - $1.69K
|
10.9K
$326K
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
55+ 0.2% |
$1.64K - $1.66K
|
26.9K
$809K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
52New |
$1.55K - $1.57K
|
52
$1.56K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35New |
$1.04K - $1.05K
|
35
$1.05K
|
|
Apr 23, 2025
Q1 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
31New |
$924 - $933
|
31
$932
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
27+ 0.79% |
$805 - $813
|
3.44K
$103K
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
23+ 0.07% |
$686 - $692
|
33K
$991K
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$656 - $662
|
22
$662
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
22+ 0.27% |
$656 - $662
|
8.2K
$247K
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
14+ 0.25% |
$417 - $421
|
5.65K
$170K
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9+ 0.02% |
$268 - $271
|
58.9K
$1.77M
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.76% |
$239 - $241
|
1.05K
$31.7K
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.32% |
$59.6 - $60.2
|
154
$4.63K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
2+ 1.06% |
$59.6 - $60.2
|
191
$5.74K
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
1+ 0.01% |
$29.8 - $30.1
|
12.1K
$364K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$29.8 - $30.1
|
8.06K
$242K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-20- 0.08% |
$596 - $602
|
25K
$753K
|
|
Apr 08, 2025
Q1 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-20- 0.03% |
$596 - $602
|
59.7K
$1.79M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-22- 1.19% |
$656 - $662
|
1.83K
$54.9K
|
|
May 06, 2025
Q1 2025
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-25- 0.04% |
$746 - $753
|
58K
$1.75M
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-26- 0.11% |
$775 - $783
|
24.5K
$738K
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-33- 0.45% |
$984 - $993
|
7.36K
$221K
|
|
May 08, 2025
Q1 2025
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-34- 0.44% |
$1.01K - $1.02K
|
7.74K
$233K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-36- 0.36% |
$1.07K - $1.08K
|
10.1K
$303K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 3.49% |
$1.16K - $1.17K
|
1.08K
$32.5K
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-81- 2.42% |
$2.42K - $2.44K
|
3.27K
$98.3K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-113- 12.19% |
$3.37K - $3.4K
|
814
$24.5K
|
|
Apr 16, 2025
Q1 2025
|
Kelly Financial Group LLC
Wethersfield, CT |
SELL
|
- |
-117- 1.48% |
$3.49K - $3.52K
|
7.77K
$233K
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-127- 0.62% |
$3.79K - $3.82K
|
20.3K
$611K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-135- 0.19% |
$4.03K - $4.06K
|
71K
$2.14M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-145- 42.03% |
$4.32K - $4.36K
|
200
$6.01K
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
SELL
|
- |
-178- 16.48% |
$5.31K - $5.36K
|
902
$27.1K
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-184- 2.19% |
$5.49K - $5.54K
|
8.23K
$248K
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-188- 0.37% |
$5.61K - $5.66K
|
50.6K
$1.52M
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-213- 2.4% |
$6.35K - $6.41K
|
8.65K
$260K
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-226- 1.08% |
$6.74K - $6.8K
|
20.8K
$625K
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-241- 2.51% |
$7.19K - $7.25K
|
9.36K
$281K
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-273- 41.36% |
$8.14K - $8.22K
|
387
$11.6K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-276- 1.23% |
$8.23K - $8.31K
|
22.1K
$666K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-295- 2.5% |
$8.8K - $8.88K
|
11.5K
$347K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-298- 99.67% |
$8.89K - $8.97K
|
1
$30.1
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
SELL
|
- |
-324- 4.05% |
$9.66K - $9.75K
|
7.67K
$231K
|