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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
RIG
2
RiverFront Investment Group
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$125M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$4.25M
5
AWM
5
AE Wealth Management
Kansas
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
ECM
376
Evergreen Capital Management
Washington
$352K 11,812 – –
KeyBank National Association
377
KeyBank National Association
Ohio
$346K 11,620 +3,960 +52%
BW
378
Bison Wealth
Georgia
$345K 11,580 -133 -1%
RCM
379
Raleigh Capital Management
North Carolina
$339K 11,384 +10,341 +991%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$335K 11,244 – –
BCG
381
Breakwater Capital Group
New Jersey
$332K 11,168 +196 +2%
IWP
382
IAG Wealth Partners
Wisconsin
$331K 11,111 +298 +3%
NGA
383
Naples Global Advisors
Florida
$323K 10,865 -2,795 -20%
SW
384
Simplicity Wealth
New Jersey
$316K 10,621 +441 +4%
DI
385
Diligent Investors
California
$311K 10,462 -32 -0.3%
PWM
386
Perigon Wealth Management
California
$311K 10,430 -1,550 -13%
RIA
387
Realta Investment Advisors
Delaware
$306K 10,285 -150 -1%
IF
388
Integrity Financial
Wyoming
$300K 10,086 +2,259 +29%
PFM
389
Phillips Financial Management
Indiana
$299K 10,058 -2,972 -23%
MC
390
Mathes Company
New York
$298K 10,000 – –
SRC
391
Shufro Rose & Co
New York
$298K 10,000 -2,000 -17%
WWM
392
WT Wealth Management
Arizona
$298K 10,000 – –
FFB
393
First Financial Bankshares
Texas
$297K 9,963 -18,014 -64%
GRP
394
Global Retirement Partners
California
$296K 9,945 -20 -0.2%
IRC
395
Investors Research Corp
Georgia
$296K 9,927 +400 +4%
HIIFS
396
Harel Insurance Investments & Financial Services
Israel
– – – –
SW
397
SkyOak Wealth
Michigan
$289K 9,709 – –
AIM
398
Anchor Investment Management
South Carolina
$289K 9,700 – –
HGERS
399
Householder Group Estate & Retirement Specialist
Arizona
$284K 9,540 +8,446 +772%
AAM
400
Advisors Asset Management
Colorado
$284K 9,535 +3,401 +55%
14 15
16
17 18