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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 %
Stifel Financial
151
Stifel Financial
Missouri
$3.47M 116,419 -49,530 -30%
NEWAS
152
N.E.W. Advisory Services
Wisconsin
$3.46M 116,080 +2,121 +2%
EH
153
Equitable Holdings
New York
$3.39M 113,985 +17,535 +18%
SPC
154
Sigma Planning Corp
Michigan
$3.37M 113,368 +76,250 +205%
EGA
155
Eagle Global Advisors
Texas
$3.36M 113,000 – –
PI
156
PFG Investments
New York
$3.36M 112,962 +97,890 +649%
RJA
157
Raymond James & Associates
Florida
$3.35M 112,457 -478,465 -81%
CA
158
CGN Advisors
Kansas
$3.33M 111,705 +2,750 +3%
Truist Financial
159
Truist Financial
North Carolina
$3.3M 110,730 -401,418 -78%
CFGF
160
Compass Financial Group (Florida)
Florida
$3.28M 110,284 -1,303 -1%
TWP
161
Total Wealth Planning
Ohio
$3.26M 109,351 -8,954 -8%
CW
162
Connectus Wealth
Ohio
$3.25M 109,235 +10,210 +10%
HCC
163
Hirtle Callaghan & Co
Pennsylvania
– – -158,525 Closed
PA
164
Probity Advisors
Texas
$3.21M 107,775 -53,163 -33%
Kovitz Investment Group Partners
165
Kovitz Investment Group Partners
Illinois
$3.19M 107,093 +8,585 +9%
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$3.13M 105,152 +94,477 +885%
VAG
167
VisionPoint Advisory Group
Texas
$3.11M 104,527 -4,675 -4%
AWS
168
Atria Wealth Solutions
New York
$3.05M 102,413 +7,215 +8%
SI
169
Stephens Inc
Arkansas
$3.04M 101,993 -48 -0%
ECA
170
Elevated Capital Advisors
Utah
$3.02M 101,355 +8,222 +9%
SWP
171
Stratos Wealth Partners
Ohio
$2.94M 98,923 +42,211 +74%
CFGS
172
Concourse Financial Group Securities
Alabama
$2.94M 98,870 -336 -0.3%
SCA
173
STALEY CAPITAL ADVISERS
Pennsylvania
$2.92M 97,965 +2,800 +3%
OGF
174
Orin Green Financial
California
– – -97,631 Closed
Prudential Financial
175
Prudential Financial
New Jersey
$2.88M 96,807 +45,573 +89%
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