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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 %
SPIA
176
Steward Partners Investment Advisory
New York
$2.99M 100,517 -56,157 -36%
AI
177
Atria Investments
North Carolina
$2.97M 99,735 +11,231 +13%
PWG
178
Portside Wealth Group
Utah
$2.97M 99,692 -10,036 -9%
CFGS
179
Concourse Financial Group Securities
Alabama
$2.95M 99,206 +5,222 +6%
CW
180
Connectus Wealth
Ohio
$2.95M 99,025 -473,323 -83%
Kovitz Investment Group Partners
181
Kovitz Investment Group Partners
Illinois
$2.93M 98,508 +21,580 +28%
OGF
182
Orin Green Financial
California
$2.91M 97,631 -131 -0.1%
GC
183
Guggenheim Capital
Illinois
$2.9M 97,317 +27,033 +38%
EH
184
Equitable Holdings
New York
$2.87M 96,450 +18,640 +24%
AWS
185
Atria Wealth Solutions
New York
$2.84M 95,198 -5,787 -6%
SCA
186
STALEY CAPITAL ADVISERS
Pennsylvania
$2.83M 95,165 +2,500 +3%
ATFA
187
All Terrain Financial Advisors
Minnesota
$2.82M 94,672 -4,917 -5%
CPRC
188
Consolidated Portfolio Review Corp
New York
$2.8M 94,044 +2,973 +3%
ECA
189
Elevated Capital Advisors
Utah
$2.77M 93,133 -13,203 -12%
HPC
190
HM Payson & Co
Maine
$2.74M 92,118 – –
NFG
191
Nations Financial Group
Iowa
$2.7M 90,499 -9,838 -10%
WT
192
Whittier Trust
California
$2.67M 89,714 +1,347 +2%
AAS
193
Ameritas Advisory Services
Nebraska
$2.65M 89,005 -18,162 -17%
WPWM
194
Windward Private Wealth Management
Kansas
$2.6M 87,389 -67,739 -44%
GIA
195
Gladstone Institutional Advisory
Florida
$2.6M 87,288 +1,215 +1%
LWMG
196
Levy Wealth Management Group
Pennsylvania
$2.6M 87,259 +6,735 +8%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$2.55M 85,659 +5,592 +7%
ZIM
198
Zacks Investment Management
Illinois
$2.54M 85,370 -2,250 -3%
PPW
199
Parcion Private Wealth
Washington
$2.51M 84,136 -82,374 -49%
FHA
200
First Horizon Advisors
Tennessee
$2.47M 83,057 -14,016 -14%
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