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 604 institutions that hold shares in the stock, with a total of 215 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
8,026
shares
|
$239,656
0.19% of portfolio
|
Q4 2024
New holding
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
8,000
shares
|
$238,880
0.0% of portfolio
|
Q2 2024
Reduced 28.85%
|
|
Augustine Asset Management Inc
|
Jan 29, 2025 Q4 2024 |
7,994
shares
|
$238,700
0.07% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
7,984
shares
|
$238,402
0.01% of portfolio
|
Q4 2021
New holding
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
7,944
shares
|
$237,207
0.02% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Feb 06, 2025 Q4 2024 |
7,882
shares
|
$235,356
0.08% of portfolio
|
Q4 2024
New holding
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
7,778
shares
|
$232,251
0.04% of portfolio
|
Q4 2024
Added 0.84%
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
7,754
shares
|
$231,534
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
7,654
shares
|
$228,548
0.03% of portfolio
|
Q4 2024
Added 8.51%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
7,631
shares
|
$227,861
0.01% of portfolio
|
Q4 2024
New holding
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
7,595
shares
|
$226,786
0.11% of portfolio
|
Q3 2023
Reduced 1.11%
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
7,587
shares
|
$226,547
0.03% of portfolio
|
Q1 2022
Reduced 12.01%
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
7,536
shares
|
$225,024
0.09% of portfolio
|
Q4 2024
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
7,469
shares
|
$223,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,442
shares
|
$222,218
0.08% of portfolio
|
Q4 2024
Added 1.63%
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
7,403
shares
|
$221,053
0.07% of portfolio
|
Q4 2024
Added 1.62%
|
|
Alliance Wealth Management Group
Flemington, NJ |
Feb 12, 2025 Q4 2024 |
7,394
shares
|
$220,784
0.06% of portfolio
|
Q4 2024
Added 0.69%
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
7,348
shares
|
$219,411
0.07% of portfolio
|
Q3 2024
Added 8.99%
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
7,321
shares
|
$218,605
0.15% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
7,155
shares
|
$213,648
0.08% of portfolio
|
Q3 2023
Added 1.06%
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
7,103
shares
|
$212,095
0.01% of portfolio
|
Q4 2024
Added 4.15%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,030
shares
|
$209,915
0.12% of portfolio
|
Q3 2024
New holding
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
7,000
shares
|
$209,020
0.06% of portfolio
|
Q4 2023
Reduced 8.34%
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
6,997
shares
|
$208,930
0.0% of portfolio
|
Q1 2024
Reduced 63.17%
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
6,904
shares
|
$206,153
0.01% of portfolio
|
Q4 2024
Added 0.66%
|