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 17, 2025
Q4 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-901- 1.85% |
$26.8K - $27.2K
|
47.7K
$1.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-928- 1.46% |
$27.6K - $28K
|
62.6K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-929- 0.37% |
$27.7K - $28K
|
248K
$7.47M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-949- 0.83% |
$28.3K - $28.7K
|
114K
$3.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-961- 2.15% |
$28.6K - $29K
|
43.6K
$1.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-1K- 67.39% |
$29.8K - $30.2K
|
484
$14.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-1.04K- 0.76% |
$31K - $31.5K
|
136K
$4.1M
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.17K- 10.85% |
$34.8K - $35.3K
|
9.6K
$289K
|
|
|
Apr 24, 2025
Q4 2024
|
Aspetuck Financial Management LLC
Westport, CT |
SELL
|
- |
-1.19K- 1.01% |
$35.5K - $36K
|
117K
$3.52M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.27K- 8.04% |
$37.7K - $38.2K
|
14.5K
$435K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 1.08% |
$39.2K - $39.8K
|
120K
$3.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.32K- 13.44% |
$39.3K - $39.9K
|
8.5K
$256K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.34K- 3.39% |
$39.9K - $40.4K
|
38.2K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-1.35K- 5.12% |
$40.2K - $40.8K
|
25.1K
$753K
|
|
|
Jan 31, 2025
Q4 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-1.37K- 11.83% |
$40.8K - $41.4K
|
10.2K
$307K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-1.41K- 2.34% |
$42.1K - $42.7K
|
58.9K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 9.55% |
$43.8K - $44.4K
|
13.9K
$419K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.52K- 74.52% |
$45.1K - $45.7K
|
518
$15.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.59K- 30.63% |
$47.4K - $48K
|
3.6K
$108K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.81K- 3.45% |
$54K - $54.8K
|
50.8K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.85K- 0.37% |
$55K - $55.8K
|
494K
$14.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.1K- 12.92% |
$62.5K - $63.4K
|
14.2K
$426K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.21K- 0.68% |
$65.7K - $66.6K
|
322K
$9.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.23K- 12.54% |
$66.5K - $67.4K
|
15.6K
$469K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-2.3K- 0.31% |
$68.6K - $69.5K
|
738K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.45K- 3.05% |
$73K - $74K
|
77.9K
$2.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-2.46K- 14.02% |
$73.2K - $74.2K
|
15.1K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.7K- 14.67% |
$80.2K - $81.4K
|
15.7K
$471K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.7K- 7.57% |
$80.4K - $81.5K
|
33K
$992K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-2.7K- 5.02% |
$80.4K - $81.5K
|
51.1K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 2.32% |
$82.3K - $83.5K
|
117K
$3.51M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.87K- 6.43% |
$85.3K - $86.5K
|
41.7K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-3.12K- 0.27% |
$92.9K - $94.2K
|
1.16M
$34.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.28K- 7.52% |
$97.5K - $98.9K
|
40.3K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.31K- 49.83% |
$98.7K - $100K
|
3.34K
$100K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
SELL
|
- |
-3.4K- 8.87% |
$101K - $103K
|
35K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-3.57K- 3.51% |
$106K - $108K
|
98.2K
$2.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.63K- 4.79% |
$108K - $110K
|
72.2K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.78K- 6.99% |
$113K - $114K
|
50.4K
$1.52M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-3.85K- 14.44% |
$114K - $116K
|
22.8K
$685K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-3.93K- 6.48% |
$117K - $119K
|
56.7K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.15K- 3.69% |
$123K - $125K
|
108K
$3.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
SELL
|
- |
-4.19K- 3.26% |
$125K - $126K
|
124K
$3.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-4.7K- 4.16% |
$140K - $142K
|
108K
$3.26M
|
|
|
Jan 30, 2025
Q4 2024
|
Bck Partners, Inc.
|
SELL
|
- |
-5K- 25.76% |
$149K - $151K
|
14.4K
$433K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-5.1K- 8.22% |
$152K - $154K
|
57K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Auour Investments LLC
Wenham, MA |
SELL
|
- |
-5.62K- 3.93% |
$167K - $170K
|
137K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-5.66K- 18.76% |
$169K - $171K
|
24.5K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-5.87K- 43.51% |
$175K - $177K
|
7.61K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-5.98K- 5.84% |
$178K - $180K
|
96.3K
$2.89M
|