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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 %
AAS
176
Ameritas Advisory Services
Nebraska
$2.86M 95,988 +6,983 +8%
GM
177
GeoWealth Management
Illinois
$2.81M 94,409 +24,016 +34%
CWMGP
178
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.8M 93,998 +93,998 New
CPRC
179
Consolidated Portfolio Review Corp
New York
$2.75M 92,496 -1,548 -2%
HPC
180
HM Payson & Co
Maine
$2.74M 92,118 – –
EGWAG
181
Elwood & Goetz Wealth Advisory Group
Georgia
$2.72M 91,526 -203,768 -69%
ATFA
182
All Terrain Financial Advisors
Minnesota
$2.72M 91,481 -3,191 -3%
PWG
183
Portside Wealth Group
Utah
$2.72M 91,438 -8,254 -8%
NFG
184
Nations Financial Group
Iowa
$2.68M 90,118 -381 -0.4%
PAS
185
Park Avenue Securities
New York
$2.67M 89,552 +17,208 +24%
FAIM
186
Financial Advocates Investment Management
Washington
$2.65M 89,016 +6,233 +8%
LWMG
187
Levy Wealth Management Group
Pennsylvania
$2.6M 87,259 – –
PS
188
Principal Securities
Iowa
$2.6M 87,209 +38,052 +77%
SPIA
189
Steward Partners Investment Advisory
New York
$2.59M 87,061 -13,456 -13%
RWM
190
Rockwood Wealth Management
Pennsylvania
$2.56M 85,991 +20,842 +32%
CW
191
Channel Wealth
California
$2.54M 85,468 +11,845 +16%
DCM
192
DGS Capital Management
New Jersey
$2.52M 84,688 +3,767 +5%
ASFA
193
All Season Financial Advisors
Colorado
$2.47M 82,989 +57,280 +223%
ZIM
194
Zacks Investment Management
Illinois
$2.44M 82,016 -3,354 -4%
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$2.42M 81,126 -4,533 -5%
ATC
196
Argent Trust Co
Tennessee
$2.41M 80,831 +907 +1%
Corient Private Wealth
197
Corient Private Wealth
Florida
$2.38M 80,075 -56,686 -41%
IPW
198
Impact Partnership Wealth
Georgia
$2.24M 75,344 -60,175 -44%
GAM
199
Gould Asset Management
California
$2.19M 73,640 -3,205 -4%
RFO
200
RiverGlades Family Offices
Florida
$2.15M 72,382 -2,960 -4%
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