SPSB icon

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 %
DWP
76
Destiny Wealth Partners
Florida
$11.7M 392,744 -52,189 -12%
CM
77
Cornerstone Management
Georgia
$11.5M 385,925 +13,285 +4%
Wealth Enhancement Advisory Services
78
Wealth Enhancement Advisory Services
Minnesota
$11.5M 385,004 +5,800 +2%
RWM
79
Revisor Wealth Management
Ohio
$11.3M 379,981 +262,274 +223%
AAS
80
Avantax Advisory Services
Texas
$10.8M 361,921 +26,045 +8%
CCMG
81
Clark Capital Management Group
Pennsylvania
$10.7M 358,653 +80,246 +29%
RL
82
Rogco LP
Oklahoma
$10.1M 340,471 +15,290 +5%
CW
83
CreativeOne Wealth
Kansas
$10.1M 338,518 +32,589 +11%
Marshall Wace
84
Marshall Wace
United Kingdom
$10.1M 337,900 +148,000 +78%
PFP
85
Pinnacle Financial Partners
Tennessee
$10M 336,690 +635 +0.2%
OPPS
86
Obsidian Personal Planning Solutions
Maryland
$10M 337,918 -65,064 -16%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$9.7M 325,873 +131,203 +67%
Deutsche Bank
88
Deutsche Bank
Germany
$9.39M 315,502 – –
CFD
89
Creative Financial Designs
Indiana
$9.33M 313,550 -392,485 -56%
AI
90
Auour Investments
Massachusetts
$9.28M 311,621 +146,988 +89%
GWM
91
Geneos Wealth Management
Colorado
$9.22M 309,667 -232 -0.1%
ASN
92
Advisory Services Network
Georgia
$9.16M 307,658 +26,357 +9%
RA
93
RFG Advisory
Alabama
$8.62M 289,610 +92,411 +47%
VIM
94
Vista Investment Management
Pennsylvania
$8.52M 286,088 +29,842 +12%
DIM
95
DLK Investment Management
California
$8.51M 285,971 +14,528 +5%
FCIM
96
Fairview Capital Investment Management
California
$8.39M 281,759 +3,875 +1%
BHWA
97
Beacon Harbor Wealth Advisors
Virginia
$8.09M 271,876 +15,258 +6%
WI
98
WrapManager Inc
California
$8.05M 270,265 +59,719 +28%
SFP
99
Sweet Financial Partners
Minnesota
$7.97M 267,636 +8,622 +3%
AI
100
Atria Investments
North Carolina
$7.89M 265,100 +165,365 +166%
2 3
4
5 6