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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

564 hedge funds and large institutions have $7.41B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 217 increasing their positions, 170 reducing their positions, and 37 closing their positions.

Holders
564
Holders Change
+38
Holders Change %
+7.22%
% of All Funds
7.51%
Holding in Top 10
44
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10%
% of All Funds
0.59%
New
84
Increased
217
Reduced
170
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.12B
2
Creative Planning
2
Creative Planning
Kansas
$1.21B
3
RWM
3
Rockwood Wealth Management
Pennsylvania
$53.5M
4
CAI
4
Capital Advisors Inc
Oklahoma
$28.7M
5
SA
5
SoundView Advisors
Washington
$26.5M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.15B
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$41.5M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$34.7M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$11M
5
HI
5
Horizon Investments
North Carolina
$29.8M
Name Market Value Shares Shares
Change 		Shares
Change %
FFM
51
Flagstone Financial Management
Nebraska
$21.1M 706,572 +23,406 +3%
LGWM
52
Litman Gregory Wealth Management
California
$21M 702,745 -257,725 -27%
WCM
53
Winthrop Capital Management
Indiana
$19.4M 649,609 -20,313 -3%
OAM
54
Occidental Asset Management
California
$19.4M 649,321 +31,955 +5%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$18.9M 631,943 +14,144 +2%
CTWM
56
Cherry Tree Wealth Management
Minnesota
$18.5M 619,278 +514 +0.1%
TC
57
Trilogy Capital
California
$17.3M 578,457 +21,842 +4%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$17.1M 571,167 +254,052 +80%
HR
59
Hardy Reed
Mississippi
$16.7M 557,893 -8,349 -1%
WA
60
Waverly Advisors
Alabama
$16.7M 557,679 +12,431 +2%
BW
61
BIP Wealth
Georgia
$16.5M 552,532 +9,233 +2%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$16.5M 552,029 +190,021 +52%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$16.4M 547,949 +99,328 +22%
MNA
64
Manning & Napier Advisors
New York
$16.3M 544,593 -142,637 -21%
PAG
65
Private Advisor Group
New Jersey
$16.1M 539,164 +4,973 +0.9%
Cohen & Steers
66
Cohen & Steers
New York
$15.9M 532,822 -38,854 -7%
MWM
67
Modern Wealth Management
Kansas
$15.5M 519,912 +63,660 +14%
AAS
68
Avantax Advisory Services
Texas
$15.3M 511,089 +44,378 +10%
ST
69
Smithfield Trust
Pennsylvania
$15M 502,007 -9,770 -2%
RCIM
70
Red Cedar Investment Management
Michigan
$14.8M 495,033 -398,223 -45%
US Bancorp
71
US Bancorp
Minnesota
$14.8M 494,396 -1,849 -0.4%
SA
72
Sanctuary Advisors
Indiana
$14.6M 486,818 +19,607 +4%
Raymond James Financial
73
Raymond James Financial
Florida
$14.5M 485,350 +485,350 New
MHS
74
M Holdings Securities
Oregon
$14.5M 484,590 +18,543 +4%
CA
75
CoreCap Advisors
Michigan
$13.7M 457,312 +213,701 +88%
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