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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

382 hedge funds and large institutions have $4.45B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 157 increasing their positions, 88 reducing their positions, and 27 closing their positions.

Holders
382
Holders Change
+45
Holders Change %
+13.35%
% of All Funds
7.54%
Holding in Top 10
44
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.32%
% of All Funds
0.87%
New
78
Increased
157
Reduced
88
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$51.6M
2
CSIA
2
Charles Schwab Investment Advisory
California
$251M
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$29.3M
4
CMA
4
Cedar Mountain Advisors
Oregon
$20M
5
Morgan Stanley
5
Morgan Stanley
New York
$98.7M

Top Sellers

1
AMH
1
Apollo Management Holdings
New York
$0
2
NAS
2
Nicolet Advisory Services
Wisconsin
$32.1M
3
WCM
3
Windham Capital Management
Massachusetts
$14.9M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
FEG
5
Financial Enhancement Group
Indiana
$17.3M
Name Market Value Shares Shares
Change 		Shares
Change %
LTFS
51
Ladenburg Thalmann Financial Services
Florida
$12.5M 408,952 +9,401 +2%
CFGF
52
Compass Financial Group (Florida)
Florida
$12.2M 396,361 +3,838 +1%
CWM
53
Cabot Wealth Management
Massachusetts
$12M 390,268 +1,985 +0.5%
WCWM
54
Willow Creek Wealth Management
California
$12M 388,533 +19,479 +5%
SMM
55
Stadion Money Management
Georgia
$11.7M 377,932 -33,980 -8%
IA
56
IndexIQ Advisors
New York
$11.3M 367,600 +153,634 +72%
TFA
57
TPG Financial Advisors
Oregon
$11.1M 360,118 +1,852 +0.5%
IF
58
IRON Financial
Illinois
$10.6M 343,755 +343,755 New
KMWM
59
Keudell/Morrison Wealth Management
Oregon
$10.3M 335,062 +335,062 New
SFG
60
StrategIQ Financial Group
Indiana
$9.45M 306,522 +146,123 +91%
Prudential Financial
61
Prudential Financial
New Jersey
$9.43M 305,684 +93 +0%
SWM
62
Stockman Wealth Management
Montana
$9.38M 304,278 +17,006 +6%
Kovitz Investment Group Partners
63
Kovitz Investment Group Partners
Illinois
$9.19M 297,865 +975 +0.3%
AG
64
Advisor Group
Arizona
$8.98M 291,268 +130,336 +81%
FCIM
65
Fairview Capital Investment Management
California
$8.8M 285,238 -16,250 -5%
QA
66
Quantitative Advantage
Minnesota
$8.73M 283,147 +25,240 +10%
WAS
67
Winch Advisory Services
Wisconsin
$8.72M 282,860 -8,007 -3%
MWC
68
MBM Wealth Consultants
Missouri
$8.63M 279,926 +15,328 +6%
ATFA
69
All Terrain Financial Advisors
Minnesota
$7.7M 249,723 +4,478 +2%
MAS
70
Managed Account Services
Florida
$7.7M 249,338 +74,990 +43%
SFM
71
Signet Financial Management
New Jersey
$7.67M 248,784 +10,885 +5%
WCM
72
Windsor Capital Management
Arizona
$7.4M 239,921 +16,274 +7%
BCM
73
Bluefin Capital Management
New York
$7.28M 236,094 +109,625 +87%
FWM
74
Foresight Wealth Management
Utah
$7.26M 235,351 +62,866 +36%
CSA
75
Cottage Street Advisors
Massachusetts
$7.23M 234,294 +19 +0%
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