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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

545 hedge funds and large institutions have $6.49B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 205 increasing their positions, 203 reducing their positions, and 50 closing their positions.

Holders
545
Holders Change
+4
Holders Change %
+0.74%
% of All Funds
7.32%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.6%
New
63
Increased
205
Reduced
203
Closed
50
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$969M
2
Creative Planning
2
Creative Planning
Kansas
$1.37B
3
Morgan Stanley
3
Morgan Stanley
New York
$227M
4
AC
4
Allstate Corporation
Illinois
$66.3M
5
SWP
5
Strategic Wealth Partners
Ohio
$31.7M

Top Sellers

1
TC
1
TownSquare Capital
Utah
$2.06M
2
DWM
2
Destination Wealth Management
California
$5.44M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$74.4M
4
TIAA Trust, National Association
4
TIAA Trust, National Association
North Carolina
$40.2M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$12.8M
Name Market Value Shares Shares
Change 		Shares
Change %
AFG
26
Arkansas Financial Group
Arkansas
$36.2M 1,206,867 +41,543 +4%
HVIA
27
Hudson Valley Investment Advisors
New York
$32.8M 1,085,013 -15,326 -1%
WCWM
28
Willow Creek Wealth Management
California
$32.3M 1,070,549 +765 +0.1%
GAM
29
Gemmer Asset Management
California
$32.3M 1,069,164 +60,106 +6%
SPIA
30
Strategic Point Investment Advisors
Rhode Island
$32M 1,060,026 +23,409 +2%
Osaic Holdings
31
Osaic Holdings
Arizona
$32M 1,069,331 -138,631 -11%
SWP
32
Strategic Wealth Partners
Ohio
$31.7M 1,050,095 +1,050,095 New
HCP
33
Holt Capital Partners
Texas
$31.4M 1,041,019 -92,272 -8%
CWM
34
Capital Wealth Management
Rhode Island
$30.7M 1,016,953 +114,001 +13%
Cohen & Steers
35
Cohen & Steers
New York
$30.2M 1,000,822 +267,000 +36%
SA
36
SoundView Advisors
Washington
$29.6M 980,896 +46,659 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$29.2M 968,086 +82,382 +9%
WA
38
Waverly Advisors
Alabama
$29.2M 967,366 -466,579 -33%
CWP
39
Concord Wealth Partners
Virginia
$29.2M 965,630 +13,854 +1%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$29.2M 965,630 +55,640 +6%
CAI
41
Capital Advisors Inc
Oklahoma
$28.5M 943,302 +97 +0%
MAM
42
McCarthy Asset Management
California
$26.6M 881,003 +101,286 +13%
OAM
43
Occidental Asset Management
California
$23.8M 789,909 -34,931 -4%
FFM
44
Flagstone Financial Management
Nebraska
$23.3M 772,023 +46,226 +6%
LGWM
45
Litman Gregory Wealth Management
California
$22.6M 748,209 -126,072 -14%
HI
46
Horizon Investments
North Carolina
$21.9M 725,125 +66,942 +10%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$21.8M 721,724 -15,352 -2%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$21.7M 717,251 +57,005 +9%
MWM
49
Modern Wealth Management
Kansas
$21.3M 705,285 +119,637 +20%
BW
50
BIP Wealth
Georgia
$21.3M 705,043 +126,073 +22%
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