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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

326 hedge funds and large institutions have $3.34B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 28 closing their positions.

Holders
326
Holders Change
+23
Holders Change %
+7.59%
% of All Funds
7.07%
Holding in Top 10
30
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.25%
% of All Funds
0.65%
New
56
Increased
123
Reduced
98
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$129M
2
NAS
2
Nicolet Advisory Services
Wisconsin
$44.4M
3
VA
3
Valmark Advisers
Ohio
$189M
4
RIG
4
RiverFront Investment Group
Virginia
$34.4M
5
CSIA
5
Charles Schwab Investment Advisory
California
$252M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$13M
2
GI
2
Gradient Investments
Minnesota
$29.7M
3
State Street
3
State Street
Massachusetts
$245M
4
WAS
4
Winch Advisory Services
Wisconsin
$59K
5
Ameriprise
5
Ameriprise
Minnesota
$24.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SWMG
176
Strategic Wealth Management Group
Maryland
$844K 27,625 -2,849 -9%
JIC
177
JRM Investment Counsel
Nebraska
$843K 27,601 +4,766 +21%
DWM
178
Dakota Wealth Management
Florida
$837K 27,383 +5,477 +25%
ATC
179
Argent Trust Co
Tennessee
$820K 26,832 -1,308 -5%
NA
180
Nottingham Advisors
New York
$796K 26,050 -200 -0.8%
BHWM
181
Bay Harbor Wealth Management
Maryland
$793K 25,971 +3,970 +18%
W
182
WealthOne
New York
$791K 25,892 +19,374 +297%
FAAS
183
First Allied Advisory Services
California
$783K 25,653 +7,869 +44%
AA
184
Ancora Advisors
Ohio
$764K 25,000 – –
ANTB
185
AMG National Trust Bank
Colorado
$763K 24,979 +17,751 +246%
FAIM
186
Financial Advocates Investment Management
Washington
$753K 24,652 +15,322 +164%
HKAM
187
Horizon Kinetics Asset Management
New York
$733K 24,000 +24,000 New
SCA
188
Stillwater Capital Advisors
Pennsylvania
$727K 23,800 +4,565 +24%
TIM
189
Tortoise Investment Management
New York
$723K 23,675 -817 -3%
GCA
190
Gradient Capital Advisors
California
$723K 23,650 +3,904 +20%
SFG
191
StrategIQ Financial Group
Indiana
$713K 23,355 +23,355 New
KBFS
192
Kohmann Bosshard Financial Services
Ohio
$665K 21,782 -6,577 -23%
AIA
193
Avalon Investment & Advisory
Texas
$650K 21,265 – –
FTS
194
Fifth Third Securities
Ohio
$645K 21,126 +4,072 +24%
SS
195
Simplicity Solutions
Minnesota
$641K 20,976 -5,292 -20%
SC
196
Stratford Consulting
Texas
$637K 20,843 +696 +3%
EWM
197
Endurance Wealth Management
Rhode Island
$632K 20,675 – –
FC
198
Forte Capital
New York
$587K 19,215 +847 +5%
HighTower Advisors
199
HighTower Advisors
Illinois
$566K 18,510 -8,235 -31%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$559K 17,846 -256,908 -94%
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