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 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
453New |
$13.5K - $13.7K
|
453
$13.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
442New |
$13.2K - $13.3K
|
442
$13.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
429+ 0.94% |
$12.8K - $13K
|
46K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
389+ 3.22% |
$11.6K - $11.7K
|
12.5K
$375K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
387New |
$11.5K - $11.7K
|
387
$11.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Echo Wealth Management, LLC
|
BUY
|
- |
379+ 0.72% |
$11.3K - $11.4K
|
53.1K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
373+ 3.26% |
$11.1K - $11.3K
|
11.8K
$355K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
361+ 6.79% |
$10.7K - $10.9K
|
5.68K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
345New |
$10.3K - $10.4K
|
345
$10.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
335+ 0.88% |
$9.97K - $10.1K
|
38.5K
$1.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
333+ 2.64% |
$9.91K - $10.1K
|
12.9K
$389K
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
304+ 1.68% |
$9.05K - $9.18K
|
18.4K
$554K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
283+ 4.15% |
$8.42K - $8.54K
|
7.1K
$214K
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
275New |
$8.19K - $8.3K
|
275
$8.27K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
266+ 15.73% |
$7.92K - $8.03K
|
1.96K
$58.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
246New |
$7.32K - $7.43K
|
246
$7.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
192+ 1.46% |
$5.72K - $5.8K
|
13.3K
$401K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
189New |
$5.63K - $5.71K
|
189
$5.68K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
186+ 17.22% |
$5.54K - $5.62K
|
1.27K
$38.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
185+ 2.08% |
$5.51K - $5.59K
|
9.09K
$273K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
184+ 2.23% |
$5.48K - $5.55K
|
8.42K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
162+ 1.57% |
$4.82K - $4.89K
|
10.5K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
150New |
$4.47K - $4.53K
|
150
$4.51K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
149New |
$4.44K - $4.5K
|
149
$4.48K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
145+ 0.6% |
$4.32K - $4.38K
|
24.2K
$728K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
140+ 2.08% |
$4.17K - $4.23K
|
6.86K
$206K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
133+ 0.62% |
$3.96K - $4.02K
|
21.4K
$644K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
133+ 0.65% |
$3.96K - $4.02K
|
20.5K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
125+ 0.16% |
$3.72K - $3.77K
|
77.5K
$2.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
119+ 1.63% |
$3.54K - $3.59K
|
7.44K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
118+ 1.62% |
$3.51K - $3.56K
|
7.4K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.52K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
117New |
$3.48K - $3.53K
|
117
$3.52K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
113+ 0.55% |
$3.36K - $3.41K
|
20.7K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
100New |
$2.98K - $3.02K
|
100
$3.01K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
98+ 1.21% |
$2.92K - $2.96K
|
8.18K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
92New |
$2.74K - $2.78K
|
92
$2.77K
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
85+ 1.25% |
$2.53K - $2.57K
|
6.87K
$207K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
67+ 11.3% |
$1.99K - $2.02K
|
660
$19.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
65+ 0.84% |
$1.94K - $1.96K
|
7.78K
$234K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
60+ 1500.0% |
$1.79K - $1.81K
|
64
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
59+ 0.59% |
$1.76K - $1.78K
|
10.1K
$304K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 1.61% |
$1.61K - $1.63K
|
3.41K
$102K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
54New |
$1.61K - $1.63K
|
54
$1.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
51+ 0.69% |
$1.52K - $1.54K
|
7.39K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
45+ 0.66% |
$1.34K - $1.36K
|
6.9K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
27+ 0.04% |
$804 - $815
|
69.2K
$2.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
22+ 2.2% |
$655 - $664
|
1.02K
$30.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
21+ 2.47% |
$625 - $634
|
871
$26.2K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
20New |
$595 - $604
|
20
$601
|