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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 100.0% |
$595 - $604
|
40
$1.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
13+ 0.08% |
$387 - $392
|
15.5K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
8+ 0.08% |
$238 - $242
|
10.5K
$316K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
2+ 1.33% |
$59.5 - $60.4
|
152
$4.57K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2New |
$59.5 - $60.4
|
2
$60.1
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.01% |
$29.8 - $30.2
|
8.06K
$242K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$29.8 - $30.2
|
12.1K
$364K
|
|
|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3- 0.03% |
$89.3 - $90.6
|
9.32K
$280K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-7- 0.02% |
$208 - $211
|
38.9K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-10- 0.02% |
$298 - $302
|
41.9K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-23- 0.14% |
$685 - $694
|
16.5K
$498K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-39- 7.13% |
$1.16K - $1.18K
|
508
$15.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-44- 26.04% |
$1.31K - $1.33K
|
125
$3.76K
|
|
|
Jan 17, 2025
Q4 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-46- 0.62% |
$1.37K - $1.39K
|
7.32K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-46- 0.08% |
$1.37K - $1.39K
|
60.9K
$1.83M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-47- 0.07% |
$1.4K - $1.42K
|
65.2K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-55- 0.21% |
$1.64K - $1.66K
|
26.2K
$788K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-63- 0.78% |
$1.88K - $1.9K
|
7.99K
$240K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-68- 3.55% |
$2.02K - $2.05K
|
1.85K
$55.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-81- 8.04% |
$2.41K - $2.45K
|
927
$27.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-107- 9.28% |
$3.19K - $3.23K
|
1.05K
$31.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Compass Financial Group, Inc.
|
SELL
|
- |
-117- 0.1% |
$3.48K - $3.53K
|
112K
$3.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-136- 0.88% |
$4.05K - $4.11K
|
15.2K
$458K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-203- 0.76% |
$6.04K - $6.13K
|
26.4K
$793K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-209- 2.56% |
$6.22K - $6.31K
|
7.94K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 1.52% |
$7.44K - $7.55K
|
16.2K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-253- 7.48% |
$7.53K - $7.64K
|
3.13K
$94.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-262- 6.76% |
$7.8K - $7.91K
|
3.61K
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-278- 1.38% |
$8.28K - $8.39K
|
19.8K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-295- 2.81% |
$8.78K - $8.91K
|
10.2K
$307K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-305- 0.65% |
$9.08K - $9.21K
|
46.6K
$1.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-305- 2.82% |
$9.08K - $9.21K
|
10.5K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
SELL
|
- |
-338- 1.54% |
$10.1K - $10.2K
|
21.6K
$650K
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-350- 1.56% |
$10.4K - $10.6K
|
22K
$662K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
SELL
|
- |
-361- 2.47% |
$10.7K - $10.9K
|
14.3K
$429K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-400- 75.19% |
$11.9K - $12.1K
|
132
$3.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-400- 75.19% |
$11.9K - $12.1K
|
132
$3.97K
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-441- 2.1% |
$13.1K - $13.3K
|
20.6K
$618K
|
|
|
Jan 22, 2025
Q4 2024
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-475- 0.79% |
$14.1K - $14.3K
|
59.7K
$1.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-482- 0.95% |
$14.3K - $14.6K
|
50.1K
$1.51M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-502- 2.47% |
$14.9K - $15.2K
|
19.8K
$596K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-600- 35.71% |
$17.9K - $18.1K
|
1.08K
$32.5K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-658- 4.3% |
$19.6K - $19.9K
|
14.6K
$440K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-685- 0.99% |
$20.4K - $20.7K
|
68.8K
$2.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-693- 6.13% |
$20.6K - $20.9K
|
10.6K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-696- 1.78% |
$20.7K - $21K
|
38.4K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-699- 0.86% |
$20.8K - $21.1K
|
80.8K
$2.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-720- 7.98% |
$21.4K - $21.7K
|
8.31K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-807- 10.64% |
$24K - $24.4K
|
6.78K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-843- 0.7% |
$25.1K - $25.5K
|
120K
$3.62M
|