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
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-8.8K- 14.86% |
$262K - $265K
|
50.4K
$1.52M
|
|
|
May 01, 2025
Q1 2025
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-8.89K- 6.47% |
$265K - $268K
|
128K
$3.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Destiny Capital Corp/Co
Golden, CO |
SELL
|
- |
-9.01K- 40.22% |
$269K - $271K
|
13.4K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-9.06K- 9.71% |
$270K - $273K
|
84.3K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9.28K- 4.64% |
$277K - $279K
|
190K
$5.73M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-10.2K- 38.78% |
$305K - $308K
|
16.1K
$486K
|
|
|
May 06, 2025
Q1 2025
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-10.5K- 4.98% |
$314K - $317K
|
201K
$6.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-10.9K- 4.89% |
$326K - $329K
|
213K
$6.4M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.5K- 2.11% |
$344K - $347K
|
536K
$16.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-11.9K- 7.62% |
$355K - $358K
|
144K
$4.33M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.6K- 16.87% |
$375K - $379K
|
62K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-13K- 34.66% |
$389K - $392K
|
24.6K
$739K
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-13.6KClosed |
$406K - $410K
|
0
$0
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-14.4K- 35.64% |
$428K - $432K
|
25.9K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15.3K- 9.98% |
$456K - $460K
|
138K
$4.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-15.8K- 4.28% |
$470K - $475K
|
352K
$10.6M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.1K- 30.33% |
$480K - $484K
|
37K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-16.8K- 1.75% |
$501K - $505K
|
943K
$28.4M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.2K- 14.07% |
$513K - $518K
|
105K
$3.16M
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-17.5K- 32.86% |
$523K - $528K
|
35.8K
$1.08M
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-17.6K- 9.82% |
$525K - $530K
|
162K
$4.86M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-17.9K- 7.43% |
$533K - $538K
|
223K
$6.69M
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-17.9K- 1.85% |
$535K - $540K
|
952K
$28.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-18.3K- 7.4% |
$544K - $549K
|
228K
$6.86M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-20.2K- 4.02% |
$602K - $608K
|
482K
$14.5M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22K- 96.8% |
$657K - $663K
|
729
$21.9K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-23.3K- 19.93% |
$695K - $701K
|
93.6K
$2.81M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-24K- 9.62% |
$717K - $724K
|
226K
$6.79M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25K- 19.88% |
$745K - $752K
|
101K
$3.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
SELL
|
- |
-25.8K- 10.29% |
$769K - $777K
|
225K
$6.76M
|
|
|
May 15, 2025
Q1 2025
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-27.7K- 2.39% |
$827K - $835K
|
1.13M
$34.1M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-29K- 7.69% |
$865K - $873K
|
348K
$10.5M
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-30.2K- 3.21% |
$900K - $908K
|
910K
$27.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
SELL
|
- |
-32.8K- 82.25% |
$979K - $988K
|
7.09K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-33.9K- 49.58% |
$1.01M - $1.02M
|
34.4K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-35.6K- 19.59% |
$1.06M - $1.07M
|
146K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.3K- 73.79% |
$1.11M - $1.12M
|
13.3K
$399K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.4K- 13.59% |
$1.11M - $1.12M
|
238K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-38.4K- 32.92% |
$1.15M - $1.16M
|
78.3K
$2.35M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-40.7K- 1.71% |
$1.21M - $1.22M
|
2.33M
$70.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-43K- 44.19% |
$1.28M - $1.3M
|
54.4K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.1K- 2.73% |
$1.35M - $1.36M
|
1.61M
$48.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-45.6K- 44.1% |
$1.36M - $1.37M
|
57.7K
$1.74M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-48.2K- 8.94% |
$1.44M - $1.45M
|
491K
$14.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-50.9K- 1.03% |
$1.52M - $1.53M
|
4.91M
$148M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-54.1K- 73.74% |
$1.61M - $1.63M
|
19.3K
$580K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.3K- 1.41% |
$1.68M - $1.69M
|
3.94M
$118M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-70.8K- 9.54% |
$2.11M - $2.13M
|
672K
$20.2M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-78.3K- 29.14% |
$2.33M - $2.36M
|
190K
$5.72M
|
|
|
May 12, 2025
Q1 2025
|
Saiph Capital, LLC
Wyckoff, NJ |
SELL
|
- |
-91.7K- 37.23% |
$2.73M - $2.76M
|
155K
$4.65M
|