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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

556 hedge funds and large institutions have $5.08B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.15%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.72%
New
82
Increased
177
Reduced
229
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$311M
3
Creative Planning
3
Creative Planning
Kansas
$723M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.4M
5
WCM
5
Winthrop Capital Management
Indiana
$19.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$16.2M
2
VRM
2
Vectors Research Management
New York
$4.5M
3
OC
3
Oakworth Capital
Alabama
$236K
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$51.4M
5
UBS Group
5
UBS Group
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
326
Western Wealth Management
Colorado
$676K 22,713 -4,000 -15%
NRI
327
NFP Retirement Inc
California
$663K 22,267 -19 -0.1%
CHC
328
City Holding Co
West Virginia
$658K 22,094 +6,441 +41%
MCM
329
MidAtlantic Capital Management
Virginia
$650K 21,831 +21,831 New
CCM
330
Crabel Capital Management
California
$620K 20,832 +12,936 +164%
WCM
331
Windsor Capital Management
Arizona
$618K 20,736 -138 -0.7%
VT
332
Vise Technologies
New York
$617K 20,723 +1,101 +6%
APWM
333
Argonautica Private Wealth Management
Massachusetts
$616K 20,697 +339 +2%
GCA
334
Gradient Capital Advisors
California
$610K 20,483 +232 +1%
TRIA
335
Trail Ridge Investment Advisors
Colorado
$602K 20,226 -288 -1%
FMWA
336
Forvis Mazars Wealth Advisors
Missouri
$594K 19,945 -1,177 -6%
National Bank of Canada
337
National Bank of Canada
Quebec, Canada
$587K 20,000 – –
WWM
338
WJ Wealth Management
Arizona
$577K 19,370 -2,760 -12%
BG
339
Benedetti & Gucer
Georgia
$573K 19,228 -8 -0%
MSF
340
Mustard Seed Financial
Arkansas
$569K 19,102 +19,102 New
Brown Advisory
341
Brown Advisory
Maryland
$566K 18,997 – –
MWM
342
Marion Wealth Management
Pennsylvania
$565K 18,980 -43,071 -69%
LA
343
Lifeworks Advisors
Michigan
$544K 18,253 -3,419 -16%
SFG
344
SNS Financial Group
Minnesota
$540K 18,125 -4,861 -21%
PB
345
Pinnacle Bancorp
Nebraska
$539K 18,114 – –
UCB
346
United Community Bank
South Carolina
$538K 18,052 -155 -0.9%
DI
347
DFPG Investments
Utah
$530K 17,848 -1,031 -5%
SSWM
348
Sheets Smith Wealth Management
North Carolina
$525K 17,637 +3,003 +21%
RPCA
349
Running Point Capital Advisors
California
$521K 17,511 +15,598 +815%
NA
350
Nottingham Advisors
New York
$521K 17,500 – –
12 13
14
15 16