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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

570 hedge funds and large institutions have $7.17B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 172 increasing their positions, 215 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
+42
Holders Change %
+7.95%
% of All Funds
9.2%
Holding in Top 10
64
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.92%
% of All Funds
1.03%
New
99
Increased
172
Reduced
215
Closed
46
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$394K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$266M
2
AWA
2
Arete Wealth Advisors
Illinois
$1.46B
3
OC
3
Oakworth Capital
Alabama
$61.9M
4
Bank of America
4
Bank of America
North Carolina
$318M
5
Morgan Stanley
5
Morgan Stanley
New York
$270M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$67.4M
2
VA
2
Valmark Advisers
Ohio
$143M
3
BFM
3
Boston Financial Management
Massachusetts
$6.33M
4
MNG
4
Manning & Napier Group
New York
$21.1M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
326
Lifeworks Advisors
Michigan
$734K +$63.8K +2,170 +10%
FCM
327
Fourpath Capital Management
Oklahoma
$733K -$308K -10,498 -30%
SCP
328
Stevens Capital Partners
Nebraska
$720K +$720K +24,503 New
FFS
329
Founders Financial Securities
Maryland
$716K -$705 -24 -0.1%
HKAM
330
Horizon Kinetics Asset Management
New York
$705K – – –
VT
331
Vise Technologies
New York
$703K +$434K +14,774 +162%
CCM
332
Coldstream Capital Management
Washington
$693K +$693K +23,589 New
MFA
333
Mayflower Financial Advisors
Massachusetts
$668K -$689K -23,454 -51%
Bank of Montreal
334
Bank of Montreal
Ontario, Canada
$668K +$14.5K +494 +2%
CAGAS
335
Capital Advisory Group Advisory Services
Minnesota
$668K -$61.7K -2,099 -8%
GWM
336
Greenwich Wealth Management
Connecticut
$664K +$91.1K +3,100 +16%
SW
337
SkyOak Wealth
Michigan
$660K – – –
AFG
338
Altiora Financial Group
Ohio
$652K +$652K +22,200 New
CSPIA
339
Cary Street Partners Investment Advisory
Virginia
$652K – – –
AWM
340
Apollon Wealth Management
South Carolina
$637K +$637K +21,696 New
SG
341
Sharper & Granite
California
$633K +$633K +21,544 New
ARC
342
Advisor Resource Council
Texas
$621K -$65.8K -2,238 -10%
MFC
343
Mechanics Financial Corp
Ohio
$619K +$29.6K +1,009 +5%
PCIA
344
Prime Capital Investment Advisors
Kansas
$597K +$597K +20,316 New
LWAC
345
Laurel Wealth Advisors (California)
California
$595K +$334K +11,382 +128%
BDF
346
Black Diamond Financial
Maryland
$591K -$7.87K -268 -1%
SEI Investments
347
SEI Investments
Pennsylvania
$588K +$588K +20,000 New
ATC
348
Argent Trust Co
Tennessee
$579K – – –
NA
349
Nottingham Advisors
New York
$566K +$7.35K +250 +1%
RCM
350
Raleigh Capital Management
North Carolina
$564K -$105K -3,562 -16%
12 13
14
15 16