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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
LGWM
2
Litman Gregory Wealth Management
California
$0
3
HI
3
Horizon Investments
North Carolina
$8.94M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$440K
5
SB
5
Sunflower Bank
Texas
$806K
Name Market Value Shares Shares
Change 		Shares
Change %
MAWA
476
Moss Adams Wealth Advisors
Washington
$93.3K 3,150 – –
FP
477
Financial Perspectives
Minnesota
$90K 3,036 – –
Franklin Resources
478
Franklin Resources
California
$88.9K 3,000 – –
WP
479
WealthShield Partners
North Carolina
$87.5K 2,952 +2,952 New
WIM
480
Westside Investment Management
California
$87.4K 2,950 – –
S
481
SignatureFD
Georgia
$81K 2,734 -500 -15%
HGERS
482
Householder Group Estate & Retirement Specialist
Arizona
$68K 2,294 +2,294 New
SIC
483
SJS Investment Consulting
Ohio
$66.3K 2,236 -6,656 -75%
TCM
484
TD Capital Management
Tennessee
$60K 2,026 +2,026 New
CHA
485
Carmichael Hill & Associates
Maryland
$59.4K 2,006 – –
EDRH
486
Edmond de Rothschild Holding
Switzerland
$59.3K 2,000 – –
KFS
487
Kelly Financial Services
Massachusetts
$58.5K 1,974 +1,237 +168%
BONH
488
Bank of New Hampshire
New Hampshire
$56.1K 1,895 – –
NRC
489
New Republic Capital
North Carolina
$51.6K 1,741 +1,366 +364%
PCM
490
Pointe Capital Management
Michigan
$50.4K 1,700 +1,700 New
SWM
491
Spire Wealth Management
Virginia
$50.3K 1,698 +22 +1%
HWA
492
HHM Wealth Advisors
Tennessee
$50.1K 1,690 – –
M
493
MOTCO
Texas
$48.4K 1,635 – –
APC
494
Aspire Private Capital
North Carolina
$45.9K 1,549 +19 +1%
SSB
495
Sandy Spring Bank
Maryland
$45.4K 1,533 +1,533 New
OHWP
496
Oak Harbor Wealth Partners
North Carolina
$44K 1,484 – –
BIA
497
Bell Investment Advisors
California
$43K 1,452 -295 -17%
AP
498
Atwood & Palmer
Missouri
$42.2K 1,425 – –
WAS
499
Winch Advisory Services
Wisconsin
$42K 1,428 -17 -1%
WT
500
Washington Trust
Rhode Island
$41.5K 1,400 – –
18 19
20
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