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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

518 hedge funds and large institutions have $5.62B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

Holders
518
Holders Change
-38
Holders Change %
-6.83%
% of All Funds
7.51%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.62%
New
35
Increased
213
Reduced
200
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
Creative Planning
2
Creative Planning
Kansas
$920M
3
AA
3
Advisory Alpha
Michigan
$58.8M
4
Mariner
4
Mariner
Kansas
$53.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$35.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$125M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$4.25M
5
AWM
5
AE Wealth Management
Kansas
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
Ameriprise
26
Ameriprise
Minnesota
$38.1M 1,275,308 -287,624 -18%
Cohen & Steers
27
Cohen & Steers
New York
$38M 1,276,664 +774,316 +154%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$37.2M 1,250,152 +208,252 +20%
RVPG
29
Relative Value Partners Group
$37.2M 1,241,930 +1,109 +0.1%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$35.4M 1,190,496 +1,057,210 +793%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$33.9M 1,138,581 +114,222 +11%
CWP
32
Concord Wealth Partners
Virginia
$33.8M 1,134,289 +98,724 +10%
HCP
33
Holt Capital Partners
Texas
$33.8M 1,133,941 +116,840 +11%
HI
34
Horizon Investments
North Carolina
$32.8M 1,102,345 +783,664 +246%
RCIM
35
Red Cedar Investment Management
Michigan
$32.3M 1,084,357 -67,137 -6%
CAMV
36
Concord Asset Management (Virginia)
Virginia
$31.9M 1,070,872 +106,557 +11%
LGWM
37
Litman Gregory Wealth Management
California
$30.8M 1,033,885 -906,808 -47%
SPIA
38
Strategic Point Investment Advisors
Rhode Island
$29.4M 987,810 +17,463 +2%
WCWM
39
Willow Creek Wealth Management
California
$27.7M 931,284 +67,999 +8%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$27.4M 919,577 +444,497 +94%
SWP
41
Strategic Wealth Partners
Ohio
$27.1M 910,805 +88,306 +11%
Osaic Holdings
42
Osaic Holdings
Arizona
$26.7M 896,370 -285,902 -24%
GAM
43
Gemmer Asset Management
California
$25.7M 864,579 +787 +0.1%
Allspring Global Investments
44
Allspring Global Investments
North Carolina
$25.2M 847,800 – –
CAN
45
Cetera Advisor Networks
California
$23.4M 784,991 +204,798 +35%
WFS
46
Walker Financial Services
Kentucky
$22.9M 768,154 +29,948 +4%
AFG
47
Arkansas Financial Group
Arkansas
$21.7M 728,852 +61,450 +9%
CWM
48
Capital Wealth Management
Rhode Island
$21.4M 718,366 +93,102 +15%
FFM
49
Flagstone Financial Management
Nebraska
$20.2M 679,097 -123,752 -15%
CA
50
CoreCap Advisors
Michigan
$20.1M 673,733 +69,804 +12%
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