SPSB icon

SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

518 hedge funds and large institutions have $5.62B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

Holders
518
Holders Change
-38
Holders Change %
-6.83%
% of All Funds
7.51%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.62%
New
35
Increased
213
Reduced
200
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
Creative Planning
2
Creative Planning
Kansas
$920M
3
AA
3
Advisory Alpha
Michigan
$58.8M
4
Mariner
4
Mariner
Kansas
$53.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$35.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$125M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$4.25M
5
AWM
5
AE Wealth Management
Kansas
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
JIR
226
James Investment Research
Ohio
$1.71M 57,314 +2,400 +4%
FC
227
FCA Corp
Texas
$1.7M 57,267 -4,429 -7%
GIA
228
Gladstone Institutional Advisory
Florida
$1.69M 56,718 -30,570 -35%
TFA
229
Tranquilli Financial Advisor
New Jersey
$1.67M 56,250 +40,593 +259%
SFM
230
Soros Fund Management
New York
$1.66M 55,800 – –
WPWM
231
Windward Private Wealth Management
Kansas
$1.64M 54,955 -32,434 -37%
F4L
232
Fortune 45 LLC
Louisiana
$1.61M 53,669 +6,147 +13%
WANY
233
Wealthspire Advisors (New York)
New York
$1.59M 53,416 +816 +2%
APA
234
Astoria Portfolio Advisors
New York
$1.58M 53,320 -24,308 -31%
NA
235
NewEdge Advisors
Louisiana
$1.54M 51,848 -90,268 -64%
PWG
236
Private Wealth Group
Florida
$1.53M 51,348 +10,658 +26%
CISOA
237
Capital Investment Services of America
Wisconsin
$1.52M 51,073 – –
PIM
238
Penobscot Investment Management
Massachusetts
$1.51M 50,630 -2,200 -4%
ATPW
239
Ashton Thomas Private Wealth
Arizona
$1.5M 50,517 +572 +1%
MIA
240
MainStreet Investment Advisors
Illinois
$1.49M 49,897 -280 -0.6%
RIM
241
Rockbridge Investment Management
New York
$1.46M 49,116 -1,926 -4%
GI
242
GAMMA Investing
California
$1.46M 49,098 +14,625 +42%
TPW
243
Transatlantique Private Wealth
New York
$1.46M 48,917 -32,371 -40%
CIAS
244
CFS Investment Advisory Services
New Jersey
$1.45M 48,621 +13,722 +39%
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$1.44M 48,330 -2,330 -5%
FWM
246
Fonville Wealth Management
Virginia
$1.4M 46,870 +112 +0.2%
William Blair & Company
247
William Blair & Company
Illinois
$1.38M 46,346 -12,350 -21%
FHA
248
Flagship Harbor Advisors
Massachusetts
$1.38M 46,345 +10,074 +28%
EWM
249
Echo Wealth Management
Minnesota
$1.36M 45,773 -4,091 -8%
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$1.33M 44,747 -15,590 -26%
8 9
10
11 12