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 15, 2025
Q1 2025
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-1.55K- 9.97% |
$46.2K - $46.6K
|
14K
$420K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-1.57K- 50.06% |
$46.9K - $47.3K
|
1.57K
$47.2K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.59K- 2.31% |
$47.3K - $47.8K
|
67.2K
$2.02M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.64K- 4.26% |
$48.8K - $49.2K
|
36.8K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-1.79K- 14.51% |
$53.3K - $53.8K
|
10.5K
$316K
|
|
|
Apr 11, 2025
Q1 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.8K- 18.61% |
$53.7K - $54.2K
|
7.87K
$237K
|
|
|
Apr 25, 2025
Q1 2025
|
Iron Financial, LLC
|
SELL
|
- |
-1.84K- 1.48% |
$54.7K - $55.3K
|
123K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.88K- 1.72% |
$56K - $56.5K
|
107K
$3.22M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
SELL
|
- |
-1.96K- 7.83% |
$58.5K - $59K
|
23.1K
$695K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-1.98K- 10.75% |
$59K - $59.6K
|
16.4K
$495K
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-2.1K- 4.51% |
$62.7K - $63.3K
|
44.5K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.18K- 38.39% |
$65K - $65.6K
|
3.5K
$105K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-2.28K- 19.27% |
$68.1K - $68.7K
|
9.56K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.44K- 16.65% |
$72.8K - $73.5K
|
12.2K
$368K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-2.6K- 2.71% |
$77.4K - $78.1K
|
93.3K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.64K- 15.58% |
$78.8K - $79.5K
|
14.3K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-2.7K- 16.66% |
$80.5K - $81.3K
|
13.5K
$406K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.78K- 3.36% |
$82.9K - $83.7K
|
80K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.84K- 3.64% |
$84.6K - $85.4K
|
75K
$2.26M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.86K- 12.16% |
$85.1K - $85.9K
|
20.6K
$620K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-2.96K- 9.24% |
$88.3K - $89.2K
|
29.1K
$875K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.04K- 8.89% |
$90.6K - $91.5K
|
31.2K
$937K
|
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-3.25K- 2.3% |
$96.8K - $97.7K
|
138K
$4.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Martin Capital Partners, LLC
|
SELL
|
- |
-3.4K- 2.8% |
$101K - $102K
|
118K
$3.56M
|
|
|
Apr 30, 2025
Q1 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-3.45K- 1.47% |
$103K - $104K
|
231K
$6.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.53K- 27.24% |
$105K - $106K
|
9.41K
$283K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.57K- 2.5% |
$106K - $107K
|
139K
$4.18M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.6K- 10.51% |
$107K - $108K
|
30.7K
$922K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.63K- 3.04% |
$108K - $109K
|
116K
$3.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-3.93K- 8.23% |
$117K - $118K
|
43.8K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-3.95K- 0.21% |
$118K - $119K
|
1.87M
$56.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.97K- 15.14% |
$118K - $119K
|
22.2K
$668K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-4.22K- 5.57% |
$126K - $127K
|
71.5K
$2.15M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-4.49K- 3.94% |
$134K - $135K
|
110K
$3.29M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.5K- 10.75% |
$134K - $135K
|
37.4K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-4.59K- 9.41% |
$137K - $138K
|
44.2K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.94K- 23.87% |
$147K - $149K
|
15.8K
$474K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-5.02K- 4.68% |
$150K - $151K
|
102K
$3.07M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.34K- 8.25% |
$159K - $161K
|
59.4K
$1.79M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.6K- 6.11% |
$167K - $169K
|
86K
$2.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.95K- 11.8% |
$177K - $179K
|
44.4K
$1.34M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-6.03K- 12.38% |
$180K - $181K
|
42.7K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-6.09K- 7.84% |
$182K - $183K
|
71.6K
$2.15M
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-6.5K- 61.03% |
$194K - $196K
|
4.15K
$125K
|
|
|
Apr 08, 2025
Q1 2025
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-6.61K- 8.28% |
$197K - $199K
|
73.2K
$2.2M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.63K- 11.59% |
$198K - $200K
|
50.6K
$1.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6.71K- 0.91% |
$200K - $202K
|
732K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.46K- 7.56% |
$222K - $224K
|
91.2K
$2.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.69K- 51.82% |
$229K - $232K
|
7.15K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-7.78K- 0.48% |
$232K - $234K
|
1.6M
$48.1M
|