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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68% → 75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 44 → 43 (-1)

3% less funds holding

Funds holding: 568 → 550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$85.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$56M
3
AA
Advisory Alpha
Michigan
+$43M
4
LPL Financial
LPL Financial
California
+$41.3M
5
Morgan Stanley
Morgan Stanley
New York
+$34.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$376M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$13.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.8M
4
BWS
Buck Wealth Strategies
Colorado
-$11.2M
5
HI
Horizon Investments
North Carolina
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
526
Woodard & Company Asset Management Group
North Carolina
$6.8K +$6.77K +226 New
RI
527
Ridgewood Investments
New Jersey
$6.29K – – –
WP
528
WealthShield Partners
North Carolina
$6.02K -$4.34K -145 -42%
APW
529
Aventura Private Wealth
Florida
$5.99K +$5.96K +199 New
CF
530
Collier Financial
Colorado
$5.74K +$60 +2 +1%
SWA
531
SOA Wealth Advisors
New York
$5.57K – – –
Citigroup
532
Citigroup
New York
$5.24K +$3.29K +110 +172%
MLA
533
MB, Levis & Associates
Pennsylvania
$4.63K +$60 +2 +1%
1IA
534
1620 Investment Advisors
Massachusetts
$4.51K – – –
RCM
535
Raleigh Capital Management
North Carolina
$4.06K – – –
LWMI
536
Legacy Wealth Management (Idaho)
Idaho
$3.97K – – –
CIAS
537
Capital Investment Advisory Services
North Carolina
$3.64K +$2.01K +67 +124%
BA
538
Bellwether Advisors
Nebraska
$3.52K – – –
BWL
539
Bogart Wealth LLC
Virginia
$3.28K – – –
HIA
540
Harbor Investment Advisory
Maryland
$3.04K – – –
SAM
541
Smartleaf Asset Management
Massachusetts
$2.86K +$2.85K +95 New
OP
542
ORG Partners
Indiana
$2.04K +$2.04K +68 New
GWSG
543
GPS Wealth Strategies Group
Colorado
$1.99K +$1.98K +66 New
RF
544
Rossby Financial
Florida
$1.74K +$1.74K +58 New
FIM
545
FWL Investment Management
Texas
$1.56K +$1.56K +52 New
TAM
546
Tucker Asset Management
Colorado
$1.26K – – –
GFPC
547
Global Financial Private Client
Florida
$1.2K – – –
FFA
548
Founders Financial Alliance
North Carolina
$1.05K +$1.05K +35 New
T
549
Transce3nd
Texas
$933 -$17.2K -575 -95%
PCA
550
PMV Capital Advisers
Texas
$933 +$929 +31 New
20 21
22
23 24

SPSB Hedge Fund Activity: Q1 2025 in Review

550 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2025, worth a combined $6.29B — down 15% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPSB and 50 opened new positions — a net loss of 5 holders — while 186 trimmed existing stakes and 223 added.

The largest buyer was Creative Planning, adding an estimated $85.4M. The largest seller was JP Morgan Chase, cutting an estimated $376M.

  • 550 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2025, down from 568 in Q4 2024.
  • Funds reported $6.29B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2025 and 55 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2025 was Creative Planning, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.