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 06, 2025
Q1 2025
|
Compass Financial Group, Inc.
|
SELL
|
- |
-356- 0.32% |
$10.6K - $10.7K
|
112K
$3.36M
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-362- 1.76% |
$10.8K - $10.9K
|
20.2K
$607K
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-380- 2.48% |
$11.3K - $11.4K
|
15K
$450K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-428- 2.75% |
$12.8K - $12.9K
|
15.2K
$456K
|
|
May 12, 2025
Q1 2025
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-436- 1.27% |
$13K - $13.1K
|
34K
$1.02M
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-465- 0.87% |
$13.9K - $14K
|
52.8K
$1.59M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-498- 50.0% |
$14.9K - $15K
|
498
$15K
|
|
May 15, 2025
Q1 2025
|
Wealth Management Nebraska
Norfolk, NE |
SELL
|
- |
-502- 0.62% |
$15K - $15.1K
|
80.1K
$2.41M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-525- 1.63% |
$15.7K - $15.8K
|
31.6K
$952K
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-537- 52.49% |
$16K - $16.2K
|
486
$14.6K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-547- 0.11% |
$16.3K - $16.5K
|
494K
$14.9M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-550- 9.48% |
$16.4K - $16.6K
|
5.25K
$158K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-575- 94.88% |
$17.1K - $17.3K
|
31
$932
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-583- 1.5% |
$17.4K - $17.5K
|
38.3K
$1.15M
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-627- 0.64% |
$18.7K - $18.9K
|
96.8K
$2.91M
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-722- 1.04% |
$21.5K - $21.7K
|
68.5K
$2.06M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-724- 3.29% |
$21.6K - $21.8K
|
21.3K
$640K
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-755- 1.54% |
$22.5K - $22.7K
|
48.2K
$1.45M
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-776- 5.44% |
$23.1K - $23.4K
|
13.5K
$405K
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-781- 0.97% |
$23.3K - $23.5K
|
80K
$2.41M
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-785- 5.01% |
$23.4K - $23.6K
|
14.9K
$448K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-788- 0.82% |
$23.5K - $23.7K
|
95.5K
$2.87M
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-799- 1.41% |
$23.8K - $24K
|
55.9K
$1.68M
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-853- 11.32% |
$25.4K - $25.7K
|
6.68K
$201K
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-864- 0.72% |
$25.8K - $26K
|
119K
$3.59M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-976- 1.83% |
$29.1K - $29.4K
|
52.2K
$1.57M
|
|
May 01, 2025
Q1 2025
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-983- 4.06% |
$29.3K - $29.6K
|
23.2K
$698K
|
|
Apr 30, 2025
Q1 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 11.04% |
$29.9K - $30.2K
|
8.08K
$243K
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.03K- 6.5% |
$30.6K - $30.9K
|
14.8K
$444K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-1.03K- 9.8% |
$30.7K - $30.9K
|
9.47K
$285K
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.04K- 52.29% |
$31K - $31.3K
|
948
$28.5K
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.05K- 4.95% |
$31.2K - $31.5K
|
20.1K
$604K
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.07K- 34.18% |
$31.9K - $32.2K
|
2.06K
$61.9K
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-1.08K- 7.05% |
$32.1K - $32.4K
|
14.2K
$426K
|
|
May 12, 2025
Q1 2025
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.11K- 11.9% |
$33.1K - $33.4K
|
8.21K
$247K
|
|
May 09, 2025
Q1 2025
|
Mc Mill Wealth Management
Norfolk, NE |
SELL
|
- |
-1.12K- 1.38% |
$33.3K - $33.7K
|
80K
$2.4M
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.13K- 2.31% |
$33.7K - $34K
|
47.8K
$1.44M
|
|
Apr 24, 2025
Q1 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-1.18K- 5.36% |
$35.2K - $35.5K
|
20.8K
$627K
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 1.55% |
$35.8K - $36.2K
|
76.3K
$2.3M
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-1.24K- 0.23% |
$36.9K - $37.2K
|
543K
$16.3M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.25K- 4.32% |
$37.3K - $37.6K
|
27.7K
$832K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.25K- 2.0% |
$37.4K - $37.7K
|
61.6K
$1.85M
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.31K- 3.26% |
$38.9K - $39.3K
|
38.8K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.38K- 15.08% |
$41K - $41.4K
|
7.75K
$233K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.43K- 1.11% |
$42.5K - $42.9K
|
127K
$3.81M
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.45K- 1.06% |
$43.2K - $43.6K
|
135K
$4.05M
|
|
May 14, 2025
Q1 2025
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.5K- 0.19% |
$44.6K - $45.1K
|
780K
$23.4M
|
|
Apr 16, 2025
Q1 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-1.5K- 3.0% |
$44.7K - $45.2K
|
48.6K
$1.46M
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.51K- 7.63% |
$45.1K - $45.5K
|
18.3K
$551K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-1.54K- 12.6% |
$46K - $46.4K
|
10.7K
$321K
|