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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

549 hedge funds and large institutions have $5.56B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 60 closing their positions.

Holders
549
Holders Change
-21
Holders Change %
-3.68%
% of All Funds
8.79%
Holding in Top 10
60
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.25%
% of All Funds
0.96%
New
51
Increased
194
Reduced
228
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$382M
2
TF
2
TIAA FSB
Florida
$99.9M
3
Charles Schwab
3
Charles Schwab
California
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$308M
5
GI
5
Gradient Investments
Minnesota
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$223M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
HI
3
Horizon Investments
North Carolina
$8.94M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$440K
5
SB
5
Sunflower Bank
Texas
$806K
Name Market Value Shares Shares
Change 		Shares
Change %
KCFA
426
Key Client Fiduciary Advisors
New Jersey
$272K 9,180 – –
Rockefeller Capital Management
427
Rockefeller Capital Management
New York
$266K 8,986 -4,630 -34%
IRC
428
Investors Research Corp
Georgia
$263K 8,881 +677 +8%
IWP
429
IAG Wealth Partners
Wisconsin
$261K 8,817 +1,595 +22%
MIH
430
Meitav Investment House
Israel
$258K 8,648 -777 -8%
RFN
431
Redwood Financial Network
Ohio
$258K 8,696 +8,696 New
FAM
432
Family Asset Management
South Carolina
$253K 8,526 +1,616 +23%
AHC
433
Anderson Hoagland & Co
Missouri
$251K 8,468 – –
RW
434
REDW Wealth
New Mexico
$251K 8,460 -5,328 -39%
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
$250K 8,446 -13,749 -62%
EA
436
Eclectic Associates
California
$247K 8,341 – –
PBO
437
Peoples Bank (Ohio)
Ohio
$246K 8,287 +287 +4%
PFM
438
Parsec Financial Management
North Carolina
$244K 8,234 – –
KeyBank National Association
439
KeyBank National Association
Ohio
$242K 8,183 -218 -3%
NWM
440
Northwest Wealth Management
Iowa
$238K 8,047 +31 +0.4%
OWP
441
Obermeyer Wealth Partners
Colorado
$237K 7,984 – –
PA
442
Pinnacle Associates
New York
$230K 7,760 -340 -4%
CAL
443
Capital Advisors Ltd
Ohio
$225K 7,587 – –
IF
444
Integrity Financial
Wyoming
$224K 7,547 +5,344 +243%
CCM
445
Crew Capital Management
Ohio
$221K 7,451 -3,822 -34%
AAM
446
Augustine Asset Management
Florida
$217K 7,337 -78 -1%
OCM
447
One Capital Management
California
$216K 7,295 +62 +0.9%
OWA
448
Octavia Wealth Advisors
Ohio
$216K 7,273 -5,752 -44%
LB
449
Leo Brokerage
Texas
$214K 7,230 +7,230 New
CWMGP
450
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$213K 7,191 +216 +3%
16 17
18
19 20