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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

564 hedge funds and large institutions have $7.41B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 217 increasing their positions, 170 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
+38
Holders Change %
+7.22%
% of All Funds
7.51%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
84
Increased
217
Reduced
170
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.21B
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$53.5M
4
CAI
4
Capital Advisors Inc
Oklahoma
$28.7M
5
Morgan Stanley
5
Morgan Stanley
New York
$154M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$81M
2
Koshinski Asset Management
2
Koshinski Asset Management
Illinois
$1.15B
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$41.5M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$34.7M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
326
Marion Wealth Management
Pennsylvania
$550K +$9.08K +304 +2%
GFG
327
Goldstone Financial Group
Illinois
$513K +$69.1K +2,314 +16%
Cerity Partners
328
Cerity Partners
New York
$507K +$78.5K +2,625 +18%
APC
329
Aspire Private Capital
North Carolina
$506K +$77.1K +2,581 +18%
SSWM
330
Sheets Smith Wealth Management
North Carolina
$494K -$687 -23 -0.1%
TIA
331
Tiemann Investment Advisors
California
$484K -$7.47K -250 -2%
AF
332
Amara Financial
California
$484K -$486K -16,264 -50%
BIM
333
Breakwater Investment Management
Washington
$473K – – –
AWM
334
Apollon Wealth Management
South Carolina
$472K +$74.3K +2,489 +19%
SEI Investments
335
SEI Investments
Pennsylvania
$471K -$2.2M -73,511 -82%
UCB
336
United Community Bank
South Carolina
$468K -$80.5K -2,695 -15%
SC
337
Savant Capital
Illinois
$465K -$66.7K -2,234 -13%
SGAM
338
Stephens Group Asset Management
Arkansas
$464K +$388 +13 +0.1%
MPW
339
MA Private Wealth
California
$460K +$117K +3,911 +34%
NFP
340
Narus Financial Partners
Utah
$458K +$21.3K +712 +5%
JWS
341
Juncture Wealth Strategies
Arizona
$455K -$4.06K -136 -0.9%
TFG
342
Tilson Financial Group
New Jersey
$450K -$98.2K -3,291 -18%
CSA
343
Cottage Street Advisors
Massachusetts
$445K +$90.7K +3,037 +26%
SW
344
SMART Wealth
Nebraska
$443K -$945K -31,654 -68%
GAM
345
GEM Asset Management
Michigan
$443K – – –
AF
346
Advisornet Financial
Minnesota
$440K +$59.4K +1,988 +16%
JWCA
347
J.W. Cole Advisors
Florida
$437K -$19.6K -658 -4%
DAS
348
Diversify Advisory Services
Utah
$437K +$86.1K +2,888 +25%
GS
349
GWN Securities
Florida
$436K +$436K +14,603 New
MOS
350
MGO One Seven
Ohio
$433K -$788K -26,387 -65%
12 13
14
15 16