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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

518 hedge funds and large institutions have $5.62B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

Holders
518
Holders Change
-38
Holders Change %
-6.83%
% of All Funds
7.51%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.62%
New
35
Increased
213
Reduced
200
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
Creative Planning
2
Creative Planning
Kansas
$920M
3
AA
3
Advisory Alpha
Michigan
$58.8M
4
Mariner
4
Mariner
Kansas
$53.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$35.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
HNB
2
Huntington National Bank
Ohio
$75.2M
3
RIG
3
RiverFront Investment Group
Virginia
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$125M
5
AWMS
5
Advocacy Wealth Management Services
Georgia
$4.25M
Name Market Value Shares Shares
Change 		Shares
Change %
LA
326
Lifeworks Advisors
Michigan
$540K 18,131 -122 -0.7%
MWM
327
Marion Wealth Management
Pennsylvania
$539K 18,115 -865 -5%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$534K 17,938 +301 +2%
BG
329
Benedetti & Gucer
Georgia
$534K 17,939 -1,289 -7%
TFG
330
Tilson Financial Group
New Jersey
$524K 17,590 +3,258 +23%
WWM
331
WJ Wealth Management
Arizona
$522K 17,520 -1,850 -10%
NA
332
Nottingham Advisors
New York
$521K 17,500 – –
MWM
333
Mascoma Wealth Management
New Hampshire
$512K 17,214 -202,379 -92%
VT
334
Vise Technologies
New York
$490K 16,461 -4,262 -21%
BTWM
335
Baker Tilly Wealth Management
Wisconsin
$485K 16,286 -10,711 -40%
PSCM
336
Per Stirling Capital Management
Texas
$478K 16,059 -184 -1%
JWS
337
Juncture Wealth Strategies
Arizona
$473K 15,905 +671 +4%
B
338
Bellecapital
Switzerland
$472K 15,863 -1,211 -7%
BIM
339
Breakwater Investment Management
Washington
$472K 15,857 +15,857 New
GFG
340
Goldstone Financial Group
Illinois
$466K 15,653 +5,005 +47%
BWFA
341
Baltimore-Washington Financial Advisors
Maryland
$464K 15,602 -32 -0.2%
MCM
342
MidAtlantic Capital Management
Virginia
$462K 15,524 -6,307 -29%
GAM
343
GEM Asset Management
Michigan
$457K 15,460 +15,460 New
CCM
344
Crabel Capital Management
California
$451K 15,159 -5,673 -27%
AA
345
AlphaMark Advisors
Kentucky
$441K 14,806 -500 -3%
AA
346
AJ Advisors
Tennessee
$438K 14,716 -218 -1%
MIFH
347
Migdal Insurance & Financial Holdings
Israel
$437K 14,673 +8,480 +137%
BAM
348
Belpointe Asset Management
Nevada
$435K 14,601 +400 +3%
NFP
349
Narus Financial Partners
Utah
$422K 14,184 +1,842 +15%
AWM
350
AE Wealth Management
Kansas
$420K 14,117 -1,048,270 -99%
12 13
14
15 16