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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68% → 75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 44 → 43 (-1)

3% less funds holding

Funds holding: 568 → 550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$85.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$56M
3
AA
Advisory Alpha
Michigan
+$43M
4
LPL Financial
LPL Financial
California
+$41.3M
5
Morgan Stanley
Morgan Stanley
New York
+$34.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$376M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$13.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.8M
4
BWS
Buck Wealth Strategies
Colorado
-$11.2M
5
HI
Horizon Investments
North Carolina
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPRC
176
Consolidated Portfolio Review Corp
New York
$2.92M +$3.95K +132 +0.1%
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$2.91M -$18.8K -627 -0.6%
PA
178
Parallel Advisors
California
$2.87M -$23.6K -788 -0.8%
B
179
Bailard
California
$2.84M +$86.2K +2,876 +3%
EWA
180
EP Wealth Advisors
California
$2.82M -$698K -23,293 -20%
RFO
181
RiverGlades Family Offices
Florida
$2.81M -$77.8K -2,596 -3%
KAS
182
Kestra Advisory Services
Texas
$2.75M -$223K -7,457 -8%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$2.72M +$1.41M +47,174 +109%
TCM
184
Tradewinds Capital Management
Washington
$2.66M +$1.3M +43,550 +97%
FCAS
185
First Command Advisory Services
Texas
$2.61M +$273K +9,107 +12%
AAS
186
Ameritas Advisory Services
Nebraska
$2.59M -$168K -5,600 -6%
Comerica Bank
187
Comerica Bank
Texas
$2.54M -$272K -9,064 -10%
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$2.52M +$2.51M +83,836 New
SFB
189
STAR Financial Bank
Indiana
$2.5M +$204K +6,811 +9%
KPWS
190
Kestra Private Wealth Services
Texas
$2.46M +$94K +3,139 +4%
WMN
191
Wealth Management Nebraska
Nebraska
$2.41M -$15K -502 -0.6%
GAM
192
Gould Asset Management
California
$2.41M -$83.3K -2,781 -3%
MWM
193
Mascoma Wealth Management
New Hampshire
$2.41M -$23.4K -781 -1%
MWM
194
McMill Wealth Management
Nebraska
$2.41M -$33.5K -1,118 -1%
DWP
195
Destiny Wealth Partners
Florida
$2.4M – – –
IWM
196
IHT Wealth Management
Illinois
$2.36M -$1.15M -38,405 -33%
CJ
197
Caitlin John
Michigan
$2.31M +$748K +24,976 +48%
TWP
198
Total Wealth Planning
Ohio
$2.3M -$36K -1,201 -2%
GFG
199
Greenberg Financial Group
Arizona
$2.28M +$2.28M +75,945 New
Corient Private Wealth
200
Corient Private Wealth
Florida
$2.27M +$100K +3,354 +5%
6 7
8
9 10

SPSB Hedge Fund Activity: Q1 2025 in Review

550 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2025, worth a combined $6.29B — down 15% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPSB and 50 opened new positions — a net loss of 5 holders — while 186 trimmed existing stakes and 223 added.

The largest buyer was Creative Planning, adding an estimated $85.4M. The largest seller was JP Morgan Chase, cutting an estimated $376M.

  • 550 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2025, down from 568 in Q4 2024.
  • Funds reported $6.29B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2025 and 55 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2025 was Creative Planning, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.