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 |
|
Mc Carthy Asset Management, Inc.
|
Feb 14, 2025 Q4 2024 |
781,214
shares
|
$23.6 Million
19.2% of portfolio
|
Q4 2024
Added 20.69%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
731,553
shares
|
$22.1 Million
5.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Flagstone Financial Management
Lincoln, NE |
Apr 21, 2025 Q1 2025 |
725,797
shares
|
$21.9 Million
7.04% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
671,775
shares
|
$20.3 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
662,722
shares
|
$20 Million
0.55% of portfolio
|
Q1 2025
Added 81.01%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
660,246
shares
|
$19.9 Million
0.08% of portfolio
|
Q1 2025
Added 15.6%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
657,241
shares
|
$19.8 Million
5.44% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
649,321
shares
|
$19.6 Million
3.04% of portfolio
|
Q4 2024
Added 5.18%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
635,280
shares
|
$19.2 Million
4.61% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
631,943
shares
|
$19.1 Million
0.05% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
610,462
shares
|
$18.4 Million
0.04% of portfolio
|
Q1 2025
Added 10.59%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
597,611
shares
|
$18 Million
2.06% of portfolio
|
Q4 2023
Reduced 6.38%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
593,033
shares
|
$17.9 Million
0.95% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
580,771
shares
|
$17.5 Million
0.11% of portfolio
|
Q1 2025
Added 13.63%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
578,970
shares
|
$17.5 Million
1.14% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
573,199
shares
|
$17.3 Million
6.94% of portfolio
|
Q1 2025
Added 47.56%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
564,336
shares
|
$17 Million
1.53% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
557,679
shares
|
$16.8 Million
0.26% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
557,178
shares
|
$16.8 Million
0.19% of portfolio
|
Q1 2024
Reduced 4.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
547,949
shares
|
$16.5 Million
0.0% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
546,217
shares
|
$16.5 Million
0.22% of portfolio
|
Q1 2025
Added 46.53%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
543,356
shares
|
$16.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
532,822
shares
|
$16.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
524,895
shares
|
$15.8 Million
0.55% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
495,626
shares
|
$14.9 Million
8.36% of portfolio
|
Q1 2025
Reduced 96.68%
|