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 |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
1,448,828
shares
|
$43.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,301,056
shares
|
$38.8 Million
4.6% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,242,074
shares
|
$37.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
1,164,155
shares
|
$34.8 Million
5.4% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,150,949
shares
|
$34.4 Million
2.52% of portfolio
|
Q4 2023
Reduced 13.54%
|
|
|
Walker Financial Services, Inc.
Bowling Green, KY |
Jan 15, 2025 Q4 2024 |
1,119,711
shares
|
$33.4 Million
19.43% of portfolio
|
Q4 2024
Added 26.17%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
1,097,638
shares
|
$32.8 Million
5.32% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
1,064,375
shares
|
$31.8 Million
0.95% of portfolio
|
Q4 2024
Added 26.1%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
1,058,713
shares
|
$31.6 Million
3.39% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,058,270
shares
|
$31.6 Million
0.21% of portfolio
|
Q3 2024
Added 761.22%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
1,048,489
shares
|
$31.3 Million
3.55% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Jan 23, 2025 Q4 2024 |
1,036,072
shares
|
$30.9 Million
5.04% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
1,020,456
shares
|
$30.5 Million
0.38% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
997,107
shares
|
$29.8 Million
0.78% of portfolio
|
Q4 2024
Reduced 35.72%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
969,702
shares
|
$29 Million
4.8% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
963,239
shares
|
$28.8 Million
2.93% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
959,994
shares
|
$28.7 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
946,353
shares
|
$28.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
940,172
shares
|
$28.1 Million
6.17% of portfolio
|
Q4 2024
Reduced 25.96%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
885,905
shares
|
$26.5 Million
10.91% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
883,688
shares
|
$26.4 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
870,874
shares
|
$26 Million
11.15% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
863,285
shares
|
$25.8 Million
3.29% of portfolio
|
Q4 2023
Added 20.97%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
742,623
shares
|
$22.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
738,260
shares
|
$22 Million
4.95% of portfolio
|
Q4 2024
Reduced 0.31%
|