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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 %
CMA
51
Cedar Mountain Advisors
Oregon
$20M 672,572 +1,396 +0.2%
KDA
52
Kraft Davis & Associates
Missouri
$19.9M 271,733 -80,384 -23%
WCM
53
Winthrop Capital Management
Indiana
$19.4M 652,429 -14,648 -2%
HVIA
54
Hudson Valley Investment Advisors
New York
$19.2M 645,112 +157,281 +32%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$19M 638,987 +163,750 +34%
CTWM
56
Cherry Tree Wealth Management
Minnesota
$18.7M 629,454 -1,194 -0.2%
BW
57
BIP Wealth
Georgia
$18.7M 629,202 -58,427 -8%
WA
58
Waverly Advisors
Alabama
$17.2M 576,849 +576,849 New
RJFSA
59
Raymond James Financial Services Advisors
Florida
$16.9M 567,089 -100,356 -15%
MNG
60
Manning & Napier Group
New York
– – – –
ST
61
Smithfield Trust
Pennsylvania
$16.5M 554,671 +26,862 +5%
OAM
62
Occidental Asset Management
California
$16.3M 547,414 +70,741 +15%
US Bancorp
63
US Bancorp
Minnesota
$16.2M 545,801 -78,670 -13%
MYLI
64
Meiji Yasuda Life Insurance
Japan
$15.8M 530,500 – –
PAG
65
Private Advisor Group
New Jersey
$14.6M 491,506 -70,877 -13%
KWM
66
Kingsview Wealth Management
Oregon
$14.3M 480,899 +92,998 +24%
DAS
67
Dynamic Advisor Solutions
Arizona
$14.3M 479,921 +25,576 +6%
Charles Schwab
68
Charles Schwab
California
$14M 470,734 -74,443 -14%
HR
69
Hardy Reed
Mississippi
$13.8M 464,852 -2,000 -0.4%
PS
70
Portfolio Strategies
New York
$13.8M 464,852 +464,852 New
WH
71
Whitcomb & Hess
Ohio
$13.8M 463,812 +24,287 +6%
TC
72
Trilogy Capital
California
$13.7M 459,805 -1,735 -0.4%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$13M 436,440 -409,265 -48%
CF
74
Convergence Financial
Missouri
$12.7M 426,530 +16,582 +4%
MHS
75
M Holdings Securities
Oregon
$11.8M 396,339 +13,708 +4%
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