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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 %
SL
101
Systelligence LLC
Minnesota
$7.92M 265,806 +112,362 +73%
CC
102
Courier Capital
New York
$7.74M 260,010 +389 +0.1%
SFP
103
Sweet Financial Partners
Minnesota
$7.71M 259,014 +781 +0.3%
BHWA
104
Beacon Harbor Wealth Advisors
Virginia
$7.64M 256,618 +256,618 New
VIM
105
Vista Investment Management
Pennsylvania
$7.63M 256,246 +16,972 +7%
FA
106
FDx Advisors
Illinois
$7.33M 246,215 -6,274 -2%
NC
107
NewSquare Capital
Pennsylvania
$7.23M 242,755 +242,397 +67,709%
MERSOM
108
Municipal Employees' Retirement System of Michigan
Michigan
$7.14M 239,775 – –
EWM
109
Empirical Wealth Management
Washington
$6.85M 230,016 -13,270 -5%
HH
110
Hilltop Holdings
Texas
$6.83M 229,511 -6,835 -3%
B
111
Bailard
California
$6.82M 228,954 +21,027 +10%
PA
112
Pineridge Advisors
Missouri
$6.75M 226,780 +226,780 New
T
113
TrueFG
Texas
$6.67M 223,949 +3,465 +2%
DI
114
DAGCO Inc
Ohio
$6.66M 223,515 +223,515 New
DWS
115
Dynamic Wealth Strategies
California
$6.66M 223,515 +223,515 New
MWM
116
Mascoma Wealth Management
New Hampshire
$6.54M 219,593 -29,579 -12%
WI
117
WrapManager Inc
California
$6.27M 210,546 +6,439 +3%
IF
118
IRON Financial
Illinois
$6.25M 209,826 -9,436 -4%
MML Investors Services
119
MML Investors Services
Massachusetts
$6.14M 206,281 -3,889 -2%
CIP
120
Capital Insight Partners
Arizona
$6.1M 204,694 +1,375 +0.7%
AIM
121
Allen Investment Management
New York
$6.09M 204,584 – –
MCP
122
Martin Capital Partners
Oregon
$6.09M 204,439 -753 -0.4%
RA
123
RFG Advisory
Alabama
$5.87M 197,199 +19,996 +11%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$5.8M 194,670 +97,987 +101%
MD
125
Money Design
Japan
$5.72M 191,999 -64,499 -25%
3 4
5
6 7