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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

556 hedge funds and large institutions have $5.08B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.15%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.72%
New
82
Increased
177
Reduced
229
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$311M
3
Creative Planning
3
Creative Planning
Kansas
$723M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.4M
5
WCM
5
Winthrop Capital Management
Indiana
$19.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$16.2M
2
VRM
2
Vectors Research Management
New York
$4.5M
3
OC
3
Oakworth Capital
Alabama
$236K
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$51.4M
5
UBS Group
5
UBS Group
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
CISOA
251
Capital Investment Services of America
Wisconsin
$1.52M 51,073 -6,000 -11%
RIM
252
Rockbridge Investment Management
New York
$1.52M 51,042 -1,910 -4%
MPWT
253
MassMutual Private Wealth & Trust
Connecticut
$1.51M 50,660 -32,001 -39%
MIA
254
MainStreet Investment Advisors
Illinois
$1.49M 50,177 -40,517 -45%
ATPW
255
Ashton Thomas Private Wealth
Arizona
$1.49M 49,945 +3,013 +6%
EWM
256
Echo Wealth Management
Minnesota
$1.48M 49,864 +13,312 +36%
PS
257
Principal Securities
Iowa
$1.46M 49,157 +49,157 New
F4L
258
Fortune 45 LLC
Louisiana
$1.42M 47,522 -23,773 -33%
PCA
259
Prosperity Capital Advisors
Ohio
$1.4M 47,014 -51,159 -52%
FWM
260
Fonville Wealth Management
Virginia
$1.39M 46,758 +46,758 New
Comerica Bank
261
Comerica Bank
Texas
$1.37M 45,846 -7,756 -14%
SAM
262
Simplify Asset Management
Nevada
$1.36M 45,695 -25,685 -36%
PBM
263
Propel Bio Management
California
$1.36M 45,695 +45,695 New
AFAS
264
Acorn Financial Advisory Services
Virginia
$1.35M 45,423 -7,590 -14%
SWM
265
SeaCrest Wealth Management
New York
$1.29M 43,559 -5,105 -10%
DWM
266
Denver Wealth Management
Colorado
$1.23M 41,173 -2,636 -6%
OCM
267
Orion Capital Management
California
$1.22M 40,827 -12,941 -24%
PWG
268
Private Wealth Group
Florida
$1.21M 40,690 +22,025 +118%
NB
269
NBT Bank
New York
$1.2M 40,370 +1,250 +3%
BRWA
270
B. Riley Wealth Advisors
Florida
$1.18M 39,580 +27,266 +221%
WFA
271
Wells Financial Advisors
Massachusetts
$1.17M 39,453 +337 +0.9%
FAAM
272
First Ascent Asset Management
Colorado
$1.15M 38,771 +2,424 +7%
TW
273
TritonPoint Wealth
Maryland
$1.14M 38,202 +38,202 New
SPC
274
Sigma Planning Corp
Michigan
$1.11M 37,118 -55,286 -60%
FHA
275
Flagship Harbor Advisors
Massachusetts
$1.08M 36,271 +3,814 +12%
9 10
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