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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
HNB
2
Huntington National Bank
Ohio
$68.5M
3
LGWM
3
Litman Gregory Wealth Management
California
$0
4
HI
4
Horizon Investments
North Carolina
$8.94M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$440K
Name Market Value Shares Shares
Change 		Shares
Change %
W
451
WealthOne
New York
$208K 7,015 +39 +0.6%
UFA
452
US Financial Advisors
Massachusetts
$206K 6,952 – –
RFN
453
RDA Financial Network
Iowa
$204K 6,896 +6,896 New
CCA
454
Cadent Capital Advisors
Oklahoma
$203K 6,844 +6,844 New
PCIA
455
Prime Capital Investment Advisors
Kansas
$202K 6,827 -13,489 -66%
AWM
456
Activest Wealth Management
Florida
$201K 6,808 -3,374 -33%
MCC
457
Money Concepts Capital
Florida
$200K 6,952 -6,168 -47%
OIA
458
Optimum Investment Advisors
Illinois
$199K 6,711 -5,589 -45%
CP
459
Castleview Partners
Texas
$197K 6,648 – –
ADL
460
Asset Dedication LLC
California
$189K 6,371 – –
BFEC
461
Benjamin F. Edwards & Company
Missouri
$174K 5,864 -434 -7%
MIFH
462
Migdal Insurance & Financial Holdings
Israel
$171K 5,765 -55 -0.9%
UB
463
UMB Bank
Missouri
$163K 5,500 – –
IHWM
464
Iron Horse Wealth Management
Iowa
$156K 5,279 -1,647 -24%
RG
465
Retirement Group
California
$144K 4,845 -3,560 -42%
ACA
466
Atlas Capital Advisors
Wyoming
$142K 4,782 +1,013 +27%
WB
467
Webster Bank
Connecticut
$124K 4,184 +339 +9%
OCM
468
Orion Capital Management
California
$124K 4,179 -700 -14%
CTC
469
Central Trust Company
Missouri
$119K 4,000 – –
BWM
470
BerganKDV Wealth Management
Minnesota
$113K 3,800 +2,202 +138%
BTI
471
Blue Trust Inc
Georgia
$106K 3,600 – –
YDMI
472
Y.D. More Investments
Israel
$100K 3,380 -1,950 -37%
Fidelity Investments
473
Fidelity Investments
Massachusetts
$97K 3,274 +1,783 +120%
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$95.4K 3,219 -591 -16%
HCP
475
Hexagon Capital Partners
Arkansas
$95.2K 3,214 -428 -12%
17 18
19
20 21