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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

560 hedge funds and large institutions have $6.54B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

5% more funds holding in top 10

Funds holding in top 10: 43 → 45 (+2)

1.94% more ownership

Funds ownership: 75.44% → 77.39% (+1.9%)

2% more funds holding

Funds holding: 550 → 560 (+10)

4% more capital invested

Capital invested by funds: $6.29B → $6.54B (+$255M)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

Holders
560
Holders Change
+10
Holders Change %
+1.82%
% of All Funds
7.37%
Holding in Top 10
45
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.65%
% of All Funds
0.59%
New
65
Increased
213
Reduced
205
Closed
52
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$212M
2
Creative Planning
Creative Planning
Kansas
+$64.2M
3
Morgan Stanley
Morgan Stanley
New York
+$35.8M
4
AC
Allstate Corporation
Illinois
+$33.2M
5
NRI
NFP Retirement Inc
California
+$19.3M

Top Sellers

Rank Fund Capital Flow
1
TC
TownSquare Capital
Utah
-$43.9M
2
DWM
Destination Wealth Management
California
-$42.6M
3
Renaissance Technologies
Renaissance Technologies
New York
-$35.5M
4
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$16M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$15.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
26
Walker Financial Services
Kentucky
$40.1M +$2.64M +88,018 +7%
AFG
27
Arkansas Financial Group
Arkansas
$36.1M +$949K +31,631 +3%
HVIA
28
Hudson Valley Investment Advisors
New York
$32.8M -$460K -15,326 -1%
WCWM
29
Willow Creek Wealth Management
California
$32.3M +$22.9K +765 +0.1%
GAM
30
Gemmer Asset Management
California
$32.3M +$1.8M +60,106 +6%
SPIA
31
Strategic Point Investment Advisors
Rhode Island
$32M +$702K +23,409 +2%
SWP
32
Strategic Wealth Partners
Ohio
$31.7M +$31.5M +1,050,095 New
HCP
33
Holt Capital Partners
Texas
$31.4M -$2.77M -92,272 -8%
CWM
34
Capital Wealth Management
Rhode Island
$30.7M +$3.42M +114,001 +13%
Cohen & Steers
35
Cohen & Steers
New York
$30.2M +$8.01M +267,000 +36%
SA
36
SoundView Advisors
Washington
$29.6M +$1.4M +46,659 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$29.2M +$2.47M +82,382 +9%
WA
38
Waverly Advisors
Alabama
$29.2M -$14M -466,579 -33%
CWP
39
Concord Wealth Partners
Virginia
$29.2M +$416K +13,854 +1%
CAMV
40
Concord Asset Management (Virginia)
Virginia
$29.2M +$1.67M +55,640 +6%
CAI
41
Capital Advisors Inc
Oklahoma
$28.5M +$2.91K +97 +0%
MAM
42
McCarthy Asset Management
California
$26.6M +$3.04M +101,286 +13%
OAM
43
Occidental Asset Management
California
$23.8M -$1.05M -34,931 -4%
FFM
44
Flagstone Financial Management
Nebraska
$23.3M +$1.39M +46,226 +6%
LGWM
45
Litman Gregory Wealth Management
California
$22.6M -$3.78M -126,072 -14%
HI
46
Horizon Investments
North Carolina
$21.9M +$2.01M +66,942 +10%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$21.8M -$461K -15,352 -2%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$21.7M +$1.71M +57,005 +9%
MWM
49
Modern Wealth Management
Kansas
$21.3M +$3.59M +119,637 +20%
BW
50
BIP Wealth
Georgia
$21.3M +$3.78M +126,073 +22%
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SPSB Hedge Fund Activity: Q2 2025 in Review

560 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q2 2025, worth a combined $6.54B — up 4.1% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new SPSB positions and 52 closed out — a net gain of 13 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $212M. The largest seller was TownSquare Capital, cutting an estimated $43.9M.

  • 560 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q2 2025, up from 550 in Q1 2025.
  • Funds reported $6.54B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q2 2025, up 4.1% quarter-over-quarter.
  • 65 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q2 2025 and 52 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $212M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q2 2025 was TownSquare Capital, an estimated $43.9M sold.

Based on aggregated 13F filings for Q2 2025.