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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

547 hedge funds and large institutions have $5.77B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.63%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$158M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$142M
3
Creative Planning
3
Creative Planning
Kansas
$504M
4
LGWM
4
Litman Gregory Wealth Management
California
$64.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$71.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.03M
3
Bank of America
3
Bank of America
North Carolina
$198M
4
GI
4
Gradient Investments
Minnesota
$240K
5
DWM
5
Destination Wealth Management
California
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
401
Avidian Wealth Enterprises
Texas
$330K 11,226 +263 +2%
CGFA
402
Colton Groome Financial Advisors
North Carolina
$326K 11,058 -11,354 -51%
HPM
403
Hoxton Planning & Management
West Virginia
$324K 11,015 – –
TLFA
404
True Link Financial Advisors
California
$315K 10,689 – –
AIA
405
Alera Investment Advisors
Illinois
$309K 10,500 +312 +3%
AUIM
406
Aegon USA Investment Management
Iowa
$298K 10,120 +722 +8%
DA
407
Detalus Advisors
Missouri
$295K 10,033 -1,957 -16%
MC
408
Mathes Company
New York
$294K 10,000 +10,000 New
CSIA
409
Charles Schwab Investment Advisory
California
$293K 9,944 -35 -0.4%
OWA
410
Octavia Wealth Advisors
Ohio
$292K 9,925 +2,652 +36%
HIIFS
411
Harel Insurance Investments & Financial Services
Israel
– – – –
AIM
412
Anchor Investment Management
South Carolina
$286K 9,700 – –
RCA
413
Resonant Capital Advisors
Wisconsin
$283K 9,629 -1,359 -12%
Betterment LLC
414
Betterment LLC
New York
$283K 9,606 +9,606 New
RP
415
Reinhart Partners
Wisconsin
$280K 9,500 +9,500 New
CS
416
Credit Suisse
Switzerland
$277K 9,400 – –
IRC
417
Investors Research Corp
Georgia
$276K 9,362 +481 +5%
HFRG
418
Houlihan Financial Resource Group
Virginia
$275K 9,300 +9,300 New
CFGSD
419
Compass Financial Group (South Dakota)
South Dakota
$270K 9,172 -295 -3%
HAIM
420
Hunter Associates Investment Management
Pennsylvania
$265K 9,050 -785 -8%
IF
421
Integrity Financial
Wyoming
$264K 8,968 +1,421 +19%
BCM
422
Brookstone Capital Management
Illinois
$263K 8,988 +8,988 New
IWP
423
IAG Wealth Partners
Wisconsin
$260K 8,825 +8 +0.1%
Rockefeller Capital Management
424
Rockefeller Capital Management
New York
$259K 8,806 -180 -2%
RFN
425
Redwood Financial Network
Ohio
$256K 8,703 +7 +0.1%
15 16
17
18 19