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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

382 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 157 increasing their positions, 88 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
7.54%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.87%
New
78
Increased
157
Reduced
88
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$51.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$251M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$29.3M
4
CMA
4
Cedar Mountain Advisors
Oregon
$20M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.7M

Top Sellers

1
AMH
1
Apollo Management Holdings
New York
$0
2
NAS
2
Nicolet Advisory Services
Wisconsin
$32.1M
3
WCM
3
Windham Capital Management
Massachusetts
$14.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FEG
5
Financial Enhancement Group
Indiana
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
AFAS
301
Acorn Financial Advisory Services
Virginia
$209K 6,774 +6,774 New
CF
302
Centaurus Financial
California
$206K 6,695 -194 -3%
CW
303
CreativeOne Wealth
Kansas
$203K 6,579 +6,579 New
GIA
304
Gladstone Institutional Advisory
Florida
$200K 6,500 – –
1IA
305
1834 Investment Advisors
Wisconsin
$189K 6,116 -300 -5%
RMAM
306
Raab & Moskowitz Asset Management
New Jersey
$186K 6,057 +6,057 New
TCWM
307
Total Clarity Wealth Management
Illinois
$182K 5,906 +5,906 New
FCM
308
Firestone Capital Management
Florida
$163K 5,275 +5,275 New
BAM
309
Belpointe Asset Management
Nevada
$148K 4,812 +77 +2%
JCM
310
Jacobi Capital Management
Pennsylvania
$144K 4,662 +4,575 +5,259%
MAM
311
Marquette Asset Management
Minnesota
$134K 4,329 – –
CAL
312
Capital Analysts LLC
Pennsylvania
$132K 4,267 -10 -0.2%
FCA
313
FinTrust Capital Advisors
South Carolina
$121K 3,910 -3,361 -46%
AP
314
Arlington Partners
Alabama
$119K 3,853 – –
GWM
315
Geneos Wealth Management
Colorado
$116K 3,768 +2,003 +113%
RWA
316
Ropes Wealth Advisors
Massachusetts
$110K 3,570 -360 -9%
SIC
317
Salem Investment Counselors
North Carolina
$108K 3,500 – –
CAAS
318
Capital Asset Advisory Services
Michigan
$100K 3,248 +3,248 New
AIC
319
Ameritas Investment Company
Nebraska
$99K 3,203 -85,482 -96%
RIA
320
Realta Investment Advisors
Delaware
$97K 3,135 – –
SMFS
321
Squar Milner Financial Services
California
$94K 3,076 -4,581 -60%
IFWM
322
Institute for Wealth Management
Colorado
$94K 3,063 +3,063 New
CAC
323
Certified Advisory Corp
Florida
$78K 2,519 – –
ACM
324
Allred Capital Management
Texas
$71.7K 2,324 +2,324 New
MA
325
MUFG Americas
New York
$69K 2,234 – –
11 12
13
14 15