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 618 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
363
shares
|
$10,955
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
300
shares
|
$9,054
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
292
shares
|
$8,812
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
268
shares
|
$8,088
0.0% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
259
shares
|
$7,816
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
252
shares
|
$7,605
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 30, 2025 Q3 2025 |
226
shares
|
$6,820
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
211
shares
|
$6,367
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
199
shares
|
$6,005
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
185
shares
|
$5,583
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
160
shares
|
$4,828
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
155
shares
|
$4,677
0.0% of portfolio
|
Q2 2025
Added 42.2%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
137
shares
|
$4,134
0.0% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
136
shares
|
$4,104
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
136
shares
|
$4,104
0.0% of portfolio
|
Q2 2025
Reduced 89.42%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
133
shares
|
$4,013
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 12, 2025 Q3 2025 |
132
shares
|
$3,983
0.0% of portfolio
|
Q4 2024
Reduced 75.19%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
132
shares
|
$3,983
0.0% of portfolio
|
Q4 2024
Reduced 75.19%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
128
shares
|
$3,863
0.0% of portfolio
|
Q3 2025
Reduced 89.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
105
shares
|
$3,168
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
91
shares
|
$2,746
0.0% of portfolio
|
Q3 2025
Reduced 28.91%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
77
shares
|
$2,323
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
76
shares
|
$2,293
0.0% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
76
shares
|
$2,293
0.0% of portfolio
|
Q2 2025
Reduced 94.26%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
69
shares
|
$2,082
0.0% of portfolio
|
Q3 2025
New holding
|
|