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State Street SPDR Portfolio Short Term Corporate Bond ETF

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68%75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 4443 (-1)

3% less funds holding

Funds holding: 568550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
301
GEM Asset Management
Michigan
$871K +$426K +14,226 +96%
APC
302
Aspire Private Capital
North Carolina
$868K +$356K +11,894 +70%
TFA
303
Transamerica Financial Advisors
Florida
$862K +$853K +28,483 +22,786%
CAGAS
304
Capital Advisory Group Advisory Services
Minnesota
$850K +$55.9K +1,865 +7%
MIA
305
MMBG Investment Advisors
Florida
$845K
Northern Trust
306
Northern Trust
Illinois
$833K -$37.4K -1,250 -4%
PB
307
Pinnacle Bancorp
Nebraska
$810K +$1.65K +55 +0.2%
SFG
308
SNS Financial Group
Minnesota
$799K +$113K +3,757 +16%
PFA
309
Portland Financial Advisors
New York
$798K +$433K +14,442 +120%
MPW
310
MA Private Wealth
California
$788K +$324K +10,800 +70%
WPWM
311
Windward Private Wealth Management
Kansas
$780K -$430K -14,351 -36%
AAM
312
Advisors Asset Management
Colorado
$771K +$73.8K +2,462 +11%
OIA
313
OneDigital Investment Advisors
Kansas
$740K -$391K -13,039 -35%
LSA
314
Lion Street Advisors
Texas
$739K -$779 -26 -0.1%
SWM
315
SpringVest Wealth Management
Texas
$713K +$31K +1,036 +5%
SSWM
316
Sheets Smith Wealth Management
North Carolina
$705K +$206K +6,880 +42%
BFA
317
Bragg Financial Advisors
North Carolina
$703K
TRIA
318
Trail Ridge Investment Advisors
Colorado
$699K -$29.4K -983 -4%
Members Trust
319
Members Trust
Florida
$695K -$58.7K -1,961 -8%
APW
320
Austin Private Wealth
Texas
$683K +$37.9K +1,264 +6%
GFG
321
Goldstone Financial Group
Illinois
$682K +$164K +5,477 +32%
PTC
322
Private Trust Company
Ohio
$669K -$119K -3,967 -15%
Bank of Montreal
323
Bank of Montreal
Ontario, Canada
$666K -$8.27K -276 -1%
KWA
324
Kingswood Wealth Advisors
California
$649K -$104K -3,473 -14%
WA
325
Wealthstar Advisors
Texas
$640K -$21.7K -724 -3%

SPSB Hedge Fund Activity: Q1 2025 in Review

550 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2025, worth a combined $6.29B — down 15% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPSB and 50 opened new positions — a net loss of 5 holders — while 186 trimmed existing stakes and 223 added.

The largest buyer was Creative Planning, adding an estimated $85.4M. The largest seller was JP Morgan Chase, cutting an estimated $376M.

  • 550 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2025, down from 568 in Q4 2024.
  • Funds reported $6.29B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2025 and 55 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2025 was Creative Planning, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.