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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

556 hedge funds and large institutions have $5.08B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.15%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.72%
New
82
Increased
177
Reduced
229
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$311M
3
Creative Planning
3
Creative Planning
Kansas
$723M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.4M
5
WCM
5
Winthrop Capital Management
Indiana
$19.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$16.2M
2
VRM
2
Vectors Research Management
New York
$4.5M
3
OC
3
Oakworth Capital
Alabama
$236K
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$51.4M
5
UBS Group
5
UBS Group
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
WH
76
Whitcomb & Hess
Ohio
$13.1M 439,525 +5,360 +1%
WCM
77
Windham Capital Management
Massachusetts
$12.3M 411,542 +5,810 +1%
CF
78
Convergence Financial
Missouri
$12.2M 409,948 -183,967 -31%
OPPS
79
Obsidian Personal Planning Solutions
Maryland
$12M 402,982 +9,260 +2%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$11.8M 395,509 -10,144 -3%
KWM
81
Kingsview Wealth Management
Oregon
$11.6M 387,901 +27,295 +8%
Susquehanna International Group
82
Susquehanna International Group
Pennsylvania
$11.4M 382,821 +141,274 +58%
MHS
83
M Holdings Securities
Oregon
$11.4M 382,631 -1,980 -0.5%
Wealth Enhancement Advisory Services
84
Wealth Enhancement Advisory Services
Minnesota
$11.3M 379,204 -886 -0.2%
CM
85
Cornerstone Management
Georgia
$11.1M 372,640 +2,221 +0.6%
KDA
86
Kraft Davis & Associates
Missouri
$10.5M 352,117 -22,525 -6%
PFP
87
Pinnacle Financial Partners
Tennessee
$10M 336,055 -54,940 -14%
AAS
88
Avantax Advisory Services
Texas
$10M 335,876 +43,033 +15%
Janney Montgomery Scott
89
Janney Montgomery Scott
Pennsylvania
$9.94M 333,780 -30,288 -8%
RL
90
Rogco LP
Oklahoma
$9.68M 325,181 +72,102 +28%
HI
91
Horizon Investments
North Carolina
$9.49M 318,681 -57,868 -15%
Deutsche Bank
92
Deutsche Bank
Germany
$9.4M 315,502 +31,000 +11%
GWM
93
Geneos Wealth Management
Colorado
$9.23M 309,899 -36,677 -11%
GPWA
94
Great Point Wealth Advisors
Massachusetts
$9.16M 307,504 -20,985 -6%
CW
95
CreativeOne Wealth
Kansas
$9.11M 305,929 +1,858 +0.6%
EGWAG
96
Elwood & Goetz Wealth Advisory Group
Georgia
$8.79M 295,294 +1,690 +0.6%
ASN
97
Advisory Services Network
Georgia
$8.38M 281,301 +16,910 +6%
CCMG
98
Clark Capital Management Group
Pennsylvania
$8.29M 278,407 +278,407 New
FCIM
99
Fairview Capital Investment Management
California
$8.28M 277,884 -24,900 -8%
DIM
100
DLK Investment Management
California
$8.08M 271,443 +271,443 New
2 3
4
5 6