Purchases and Sales Made in Q4 2024 in Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-32.5K- 1.7% |
$966K - $980K
|
1.87M
$56.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-38.9K- 6.8% |
$1.16M - $1.17M
|
533K
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-40.2K- 65.44% |
$1.2M - $1.21M
|
21.3K
$639K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-43.3K- 7.69% |
$1.29M - $1.31M
|
520K
$15.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Martin Capital Partners, LLC
|
SELL
|
- |
-49.3K- 28.83% |
$1.47M - $1.49M
|
122K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-54.8K- 6.88% |
$1.63M - $1.66M
|
743K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-55.2K- 44.91% |
$1.64M - $1.67M
|
67.7K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.6K- 1.17% |
$1.74M - $1.77M
|
4.96M
$149M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-59K- 39.22% |
$1.76M - $1.78M
|
91.4K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-60.9K- 26.75% |
$1.81M - $1.84M
|
167K
$5.02M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-73.5K- 82.34% |
$2.19M - $2.22M
|
15.8K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-93.1K- 64.78% |
$2.77M - $2.81M
|
50.6K
$1.52M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-97.1K- 33.82% |
$2.89M - $2.93M
|
190K
$5.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-104K- 2.53% |
$3.08M - $3.13M
|
3.99M
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-127K- 7.2% |
$3.79M - $3.85M
|
1.64M
$49.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-140K- 8.79% |
$4.15M - $4.21M
|
1.45M
$43.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-143K- 20.76% |
$4.25M - $4.31M
|
545K
$16.4M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-149K- 12.35% |
$4.44M - $4.5M
|
1.06M
$31.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-164K- 17.37% |
$4.89M - $4.96M
|
782K
$23.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-214K- 90.53% |
$6.38M - $6.47M
|
22.4K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-239K- 53.01% |
$7.1M - $7.2M
|
212K
$6.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-258K- 26.83% |
$7.67M - $7.78M
|
703K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-265K- 92.13% |
$7.9M - $8.01M
|
22.7K
$681K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-266K- 25.17% |
$7.93M - $8.04M
|
792K
$23.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-315K- 24.55% |
$9.39M - $9.52M
|
970K
$29.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-328K- 62.1% |
$9.76M - $9.9M
|
200K
$6.02M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-330K- 25.96% |
$9.81M - $9.95M
|
940K
$28.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-372K- 17.29% |
$11.1M - $11.2M
|
1.78M
$53.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-398K- 44.58% |
$11.9M - $12M
|
495K
$14.9M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-452K- 96.9% |
$13.4M - $13.6M
|
14.5K
$435K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-498K- 88.44% |
$14.8M - $15M
|
65.1K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-554K- 35.72% |
$16.5M - $16.7M
|
997K
$30M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-573K- 60.87% |
$17M - $17.3M
|
368K
$11.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-682K- 32.97% |
$20.3M - $20.6M
|
1.39M
$41.7M
|