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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

527 hedge funds and large institutions have $5.11B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.41%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$619M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$71.1M
3
Charles Schwab
3
Charles Schwab
California
$362M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$12.9M
5
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$19.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.34M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
Wells Fargo
5
Wells Fargo
California
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
HVIA
76
Hudson Valley Investment Advisors
New York
$12.5M 426,791 +39,112 +10%
WCM
77
Windham Capital Management
Massachusetts
$11.9M 405,732 +1,353 +0.3%
Bank of New York Mellon
78
Bank of New York Mellon
New York
$11.9M 405,653 +330,208 +438%
OPPS
79
Obsidian Personal Planning Solutions
Maryland
$11.5M 393,722 +393,722 New
PFP
80
Pinnacle Financial Partners
Tennessee
$11.5M 390,995 -67,073 -15%
MHS
81
M Holdings Securities
Oregon
$11.3M 384,611 +321,344 +508%
Wealth Enhancement Advisory Services
82
Wealth Enhancement Advisory Services
Minnesota
$11.1M 380,090 +380,090 New
HI
83
Horizon Investments
North Carolina
$11M 376,549 +137,641 +58%
KDA
84
Kraft Davis & Associates
Missouri
$10.9M 374,642 -5,622 -1%
CM
85
Cornerstone Management
Georgia
$10.9M 370,419 -37,597 -9%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$10.8M 367,749 +354,647 +2,707%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$10.7M 364,068 -3,705 -1%
KWM
88
Kingsview Wealth Management
Oregon
$10.6M 360,606 +10,800 +3%
GWM
89
Geneos Wealth Management
Colorado
$10.2M 346,576 +11,820 +4%
CWM
90
Cabot Wealth Management
Massachusetts
$9.66M 329,536 +3,409 +1%
GPWA
91
Great Point Wealth Advisors
Massachusetts
$9.63M 328,489 +24,125 +8%
CW
92
CreativeOne Wealth
Kansas
$8.92M 304,071 -74,787 -20%
FCIM
93
Fairview Capital Investment Management
California
$8.88M 302,784 -10,875 -3%
EGWAG
94
Elwood & Goetz Wealth Advisory Group
Georgia
$8.61M 293,604 -31,880 -10%
AAS
95
Avantax Advisory Services
Texas
$8.59M 292,843 -19,298 -6%
APW
96
Acima Private Wealth
Virginia
$8.49M 289,706 +62,584 +28%
Deutsche Bank
97
Deutsche Bank
Germany
$8.34M 284,502 – –
PA
98
Probity Advisors
Texas
$8.15M 277,879 +6,336 +2%
HCC
99
Hirtle Callaghan & Co
Pennsylvania
$8.13M 277,147 -173,991 -39%
ASN
100
Advisory Services Network
Georgia
$7.75M 264,391 +4,289 +2%
2 3
4
5 6