Institutional Ownership Spdr Portfolio Short Term Corp (SPSB)
This table provides information about the institutional ownership of Spdr Portfolio Short Term Corp (SPSB). We have compiled data on the 586 institutions that hold shares in the stock, with a total of 195 Million shares, which have been reported (via 13F filing form) to have a value of $5.85 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
22,404
shares
|
$669,431
0.41% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
22,021
shares
|
$657,987
0.22% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
21,995
shares
|
$657,210
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,772
shares
|
$650,547
0.02% of portfolio
|
Q4 2024
Added 57.77%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
21,603
shares
|
$645,497
0.21% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
21,501
shares
|
$642,449
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
21,415
shares
|
$639,880
0.06% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
21,119
shares
|
$631,035
0.01% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
21,016
shares
|
$627,958
0.03% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
21,002
shares
|
$627,539
0.09% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
20,641
shares
|
$616,753
0.04% of portfolio
|
Q2 2022
Reduced 5.59%
|
|
|
Running Point Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
20,585
shares
|
$615,079
0.24% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
20,494
shares
|
$612,360
0.5% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
20,438
shares
|
$610,687
0.2% of portfolio
|
Q4 2024
Added 5.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
20,415
shares
|
$610,000
0.02% of portfolio
|
Q3 2024
Added 51.84%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
20,402
shares
|
$609,611
0.02% of portfolio
|
Q3 2022
Reduced 0.76%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,362
shares
|
$608,416
0.04% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,264
shares
|
$605,488
0.06% of portfolio
|
Q4 2022
Added 128.15%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
19,968
shares
|
$596,643
0.02% of portfolio
|
Q4 2024
Reduced 52.51%
|
|
|
Beam Wealth Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
19,822
shares
|
$592,281
0.19% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
19,820
shares
|
$592,221
0.06% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
19,386
shares
|
$579,253
0.07% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
18,427
shares
|
$550,598
0.15% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
17,939
shares
|
$536,017
0.27% of portfolio
|
Q1 2024
Reduced 6.7%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
17,848
shares
|
$533,298
0.04% of portfolio
|
Q4 2023
Reduced 5.46%
|