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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

541 hedge funds and large institutions have $6.26B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 220 increasing their positions, 183 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
541
Holders Change
-23
Holders Change %
-4.08%
% of All Funds
7.35%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
48
Increased
220
Reduced
183
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
$1.3B
2
Renaissance Technologies
Renaissance Technologies
New York
$110M
3
AA
Advisory Alpha
Michigan
$115M
4
LPL Financial
LPL Financial
California
$212M
5
Morgan Stanley
Morgan Stanley
New York
$190M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$754M
2
HNB
Huntington National Bank
Ohio
$88.1M
3
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$28.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$22.2M
5
BWS
Buck Wealth Strategies
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
301
Pinnacle Bancorp
Nebraska
$810K +$1.66K +55 +0.2%
SFG
302
SNS Financial Group
Minnesota
$799K +$113K +3,757 +16%
PFA
303
Portland Financial Advisors
New York
$798K +$435K +14,442 +120%
MPW
304
MA Private Wealth
California
$788K +$325K +10,800 +70%
WPWM
305
Windward Private Wealth Management
Kansas
$780K -$432K -14,351 -36%
AAM
306
Advisors Asset Management
Colorado
$771K +$74.1K +2,462 +11%
OIA
307
OneDigital Investment Advisors
Kansas
$740K -$392K -13,039 -35%
LSA
308
Lion Street Advisors
Texas
$739K -$783 -26 -0.1%
SWM
309
SpringVest Wealth Management
Texas
$713K +$31.2K +1,036 +5%
SSWM
310
Sheets Smith Wealth Management
North Carolina
$705K +$207K +6,880 +42%
BFA
311
Bragg Financial Advisors
North Carolina
$703K – – –
TRIA
312
Trail Ridge Investment Advisors
Colorado
$699K -$29.6K -983 -4%
Members Trust
313
Members Trust
Florida
$695K -$59K -1,961 -8%
APW
314
Austin Private Wealth
Texas
$683K +$38K +1,264 +6%
GFG
315
Goldstone Financial Group
Illinois
$682K +$165K +5,477 +32%
PTC
316
Private Trust Company
Ohio
$669K -$119K -3,967 -15%
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
$666K -$8.31K -276 -1%
KWA
318
Kingswood Wealth Advisors
California
$649K -$104K -3,473 -14%
WA
319
Wealthstar Advisors
Texas
$640K -$21.8K -724 -3%
PI
320
PFG Investments
New York
$627K +$420K +13,940 +202%
SSW
321
Stone Summit Wealth
Florida
$627K -$35.5K -1,181 -5%
MSF
322
Mustard Seed Financial
Arkansas
$626K +$9.3K +309 +2%
AWE
323
Avidian Wealth Enterprises
Texas
$626K -$6.8K -226 -1%
IWC
324
Integrated Wealth Concepts
Massachusetts
$621K -$85.9K -2,855 -12%
GCA
325
Gradient Capital Advisors
California
$611K -$3.82K -127 -0.6%
11 12
13
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