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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 %
SGAM
376
Stephens Group Asset Management
Arkansas
$408K 13,691 – –
NGA
377
Naples Global Advisors
Florida
$407K 13,660 -2,590 -16%
PP
378
PrairieView Partners
Minnesota
$406K 13,643 -833 -6%
BCM
379
Brookstone Capital Management
Illinois
$399K 13,413 +1,190 +10%
AWE
380
Avidian Wealth Enterprises
Texas
$398K 13,380 +809 +6%
WA
381
WBH Advisory
Maryland
$396K 13,312 -193 -1%
AWAU
382
Alliance Wealth Advisors (Utah)
Utah
$388K 13,034 -963 -7%
PFM
383
Phillips Financial Management
Indiana
$388K 13,030 +298 +2%
CAG
384
Crestwood Advisors Group
Massachusetts
$383K 12,850 – –
CA
385
Calton & Associates
Florida
$380K 12,765 +12,765 New
AWMG
386
Alliance Wealth Management Group
New Jersey
$379K 13,040 +13,040 New
AFG
387
Altiora Financial Group
Ohio
$375K 12,608 +1,588 +14%
CCG
388
Ceeto Capital Group
Florida
$372K 12,500 – –
NFP
389
Narus Financial Partners
Utah
$368K 12,342 -2,389 -16%
JWM
390
JGP Wealth Management
Oregon
$363K 12,194 +12,194 New
PWM
391
Perigon Wealth Management
California
$357K 11,980 -622 -5%
SRC
392
Shufro Rose & Co
New York
$352K 12,000 -2,000 -14%
ECM
393
Evergreen Capital Management
Washington
$352K 11,812 – –
BW
394
Bison Wealth
Georgia
$349K 11,713 -319 -3%
RIM
395
Redwood Investment Management
Arizona
$343K 11,510 -5,416 -32%
SHJ
396
Sharkey, Howes & Javer
Colorado
$342K 11,492 – –
CIBC World Market
397
CIBC World Market
Ontario, Canada
$335K 11,244 – –
RJT
398
Raymond James Trust
Florida
$333K 11,185 +2,770 +33%
AUIM
399
Aegon USA Investment Management
Iowa
$329K 11,050 +930 +9%
BCG
400
Breakwater Capital Group
New Jersey
$327K 10,972 -30,996 -74%
14 15
16
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