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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

556 hedge funds and large institutions have $5.08B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.15%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.72%
New
82
Increased
177
Reduced
229
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$311M
3
Creative Planning
3
Creative Planning
Kansas
$723M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.4M
5
WCM
5
Winthrop Capital Management
Indiana
$19.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$16.2M
2
VRM
2
Vectors Research Management
New York
$4.5M
3
OC
3
Oakworth Capital
Alabama
$236K
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$51.4M
5
UBS Group
5
UBS Group
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
RA
26
Rodgers & Associates
Pennsylvania
$41.1M 1,381,127 -9,075 -0.7%
RVPG
27
Relative Value Partners Group
$37M 1,240,821 -8,497 -0.7%
Osaic Holdings
28
Osaic Holdings
Arizona
$35.2M 1,182,272 -535,392 -31%
RCIM
29
Red Cedar Investment Management
Michigan
$34.3M 1,151,494 -68,353 -6%
BWM
30
Baystate Wealth Management
Massachusetts
$34.3M 1,150,949 -180,175 -14%
AWM
31
AE Wealth Management
Kansas
$31.7M 1,062,387 -122,649 -10%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$31M 1,041,900 +233,160 +29%
CWP
33
Concord Wealth Partners
Virginia
$30.8M 1,035,565 -70,042 -6%
BCMO
34
Buckingham Capital Management (Ohio)
Ohio
$30.5M 1,024,359 -156,546 -13%
HCP
35
Holt Capital Partners
Texas
$30.3M 1,017,101 +69,963 +7%
SPIA
36
Strategic Point Investment Advisors
Rhode Island
$28.9M 970,347 +463,889 +92%
CAMV
37
Concord Asset Management (Virginia)
Virginia
$28.7M 964,315 +41,398 +4%
GAM
38
Gemmer Asset Management
California
$25.7M 863,792 -8,866 -1%
WCWM
39
Willow Creek Wealth Management
California
$25.7M 863,285 +149,665 +21%
Allspring Global Investments
40
Allspring Global Investments
North Carolina
$25.2M 847,800 – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$25.2M 845,705 +27,025 +3%
SWP
42
Strategic Wealth Partners
Ohio
$24.5M 822,499 -19,310 -2%
FFM
43
Flagstone Financial Management
Nebraska
$23.9M 802,849 -12,220 -1%
WFS
44
Walker Financial Services
Kentucky
$22M 738,206 -95,621 -11%
CFD
45
Creative Financial Designs
Indiana
$21M 706,035 -195,951 -22%
BS
46
Banco Santander
Spain
$20.8M 697,236 +549,562 +372%
BW
47
BIP Wealth
Georgia
$20.5M 687,629 -74,012 -10%
CMA
48
Cedar Mountain Advisors
Oregon
$20M 671,176 -28,523 -4%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$19.9M 667,445 +633 +0.1%
AFG
50
Arkansas Financial Group
Arkansas
$19.9M 667,402 +22,176 +3%
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