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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 %
SWM
251
SeaCrest Wealth Management
New York
$1.29M 43,305 -254 -0.6%
SEI Investments
252
SEI Investments
Pennsylvania
$1.19M 40,088 -18,712 -32%
NB
253
NBT Bank
New York
$1.19M 40,070 -300 -0.7%
SIA
254
SeaBridge Investment Advisors
New Jersey
$1.19M 39,834 +5,733 +17%
FPAS
255
Focus Partners Advisor Solutions
Missouri
$1.18M 39,756 +39,756 New
WFA
256
Wells Financial Advisors
Massachusetts
$1.14M 38,451 -1,002 -3%
TW
257
TritonPoint Wealth
Maryland
$1.14M 36,516 -1,686 -4%
Betterment LLC
258
Betterment LLC
New York
$1.13M 37,911 -16,249 -30%
Thrivent Financial for Lutherans
259
Thrivent Financial for Lutherans
Minnesota
$1.1M 36,957 -18,524 -33%
OCM
260
Orion Capital Management
California
$1.09M 36,757 -4,070 -10%
PCA
261
Prosperity Capital Advisors
Ohio
$1.09M 36,681 -10,333 -22%
M&T Bank
262
M&T Bank
New York
$1.08M 36,285 +465 +1%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$1.08M 36,142 +4,709 +15%
SG
264
Sharper & Granite
California
$1.07M 36,200 +805 +2%
MFA
265
Mayflower Financial Advisors
Massachusetts
$1.05M 35,305 – –
PCIA
266
Prime Capital Investment Advisors
Kansas
$1.04M 35,057 +2,536 +8%
Koshinski Asset Management
267
Koshinski Asset Management
Illinois
$1.04M 34,973 +34,973 New
WCM
268
Windham Capital Management
Massachusetts
$1.04M 34,953 -376,589 -92%
JCM
269
Jacobi Capital Management
Pennsylvania
$1.01M 33,797 -36,684 -52%
CWM
270
Congress Wealth Management
Massachusetts
$1,000K 33,582 +255 +0.8%
CAGAS
271
Capital Advisory Group Advisory Services
Minnesota
$981K 32,950 -1,342 -4%
DWM
272
Denver Wealth Management
Colorado
$969K 32,545 -8,628 -21%
TFA
273
Transamerica Financial Advisors
Florida
$958K 32,169 -432 -1%
FNWA
274
Financial Network Wealth Advisors
Utah
$937K 31,480 +1,420 +5%
CWA
275
Clearview Wealth Advisors
Oregon
$936K 31,437 +31,437 New
9 10
11
12 13