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 607 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 $6.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,492,353
shares
|
$45 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,448,828
shares
|
$43.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,316,005
shares
|
$39.7 Million
0.01% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,301,056
shares
|
$39.2 Million
4.6% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
May 01, 2025 Q1 2025 |
1,240,617
shares
|
$37.4 Million
19.57% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,207,962
shares
|
$36.4 Million
0.09% of portfolio
|
Q1 2025
Added 36.7%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
1,165,324
shares
|
$35.1 Million
5.79% of portfolio
|
Q1 2025
Added 6.17%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
1,161,036
shares
|
$35 Million
5.3% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,150,949
shares
|
$34.7 Million
2.52% of portfolio
|
Q4 2023
Reduced 13.54%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
1,100,339
shares
|
$33.2 Million
3.96% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
1,064,375
shares
|
$32.1 Million
0.95% of portfolio
|
Q4 2024
Added 26.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,045,995
shares
|
$31.5 Million
3.03% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,036,617
shares
|
$31.3 Million
5.2% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Feb 14, 2025 Q4 2024 |
1,033,517
shares
|
$31.2 Million
3.27% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,009,058
shares
|
$30.4 Million
3.14% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
997,107
shares
|
$30.1 Million
0.78% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
951,776
shares
|
$28.7 Million
4.78% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
943,205
shares
|
$28.4 Million
0.58% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
938,192
shares
|
$28.3 Million
0.07% of portfolio
|
Q1 2025
Reduced 32.37%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
934,237
shares
|
$28.2 Million
11.6% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
909,990
shares
|
$27.4 Million
6.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Apr 18, 2025 Q1 2025 |
902,952
shares
|
$27.2 Million
11.28% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
885,704
shares
|
$26.7 Million
0.05% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
874,281
shares
|
$26.4 Million
2.26% of portfolio
|
Q1 2025
Added 24.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
791,877
shares
|
$23.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 25.17%
|