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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

549 hedge funds and large institutions have $5.56B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 60 closing their positions.

Holders
549
Holders Change
-21
Holders Change %
-3.68%
% of All Funds
8.79%
Holding in Top 10
60
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.25%
% of All Funds
0.96%
New
51
Increased
194
Reduced
228
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$382M
2
TF
2
TIAA FSB
Florida
$99.9M
3
Charles Schwab
3
Charles Schwab
California
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$308M
5
GI
5
Gradient Investments
Minnesota
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$223M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
HI
3
Horizon Investments
North Carolina
$8.94M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$440K
5
SB
5
Sunflower Bank
Texas
$806K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
201
Financial Advocates Investment Management
Washington
$2.74M 92,573 -661 -0.7%
HPC
202
HM Payson & Co
Maine
$2.73M 92,118 – –
SPC
203
Sigma Planning Corp
Michigan
$2.73M 92,052 +11,914 +15%
CWA
204
Clearview Wealth Advisors
Oregon
$2.72M 91,833 +57,490 +167%
TPCW
205
TD Private Client Wealth
New York
$2.72M 91,675 +5,905 +7%
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$2.69M 90,845 +1,161 +1%
BPWM
207
Badgley Phelps Wealth Managers
Washington
$2.69M 90,731 -19,175 -17%
LWMG
208
Levy Wealth Management Group
Pennsylvania
$2.63M 88,920 -1,865 -2%
JIR
209
James Investment Research
Ohio
$2.63M 88,795 -7,683 -8%
Bank of New York Mellon
210
Bank of New York Mellon
New York
$2.58M 87,073 -45,304 -34%
Mercer Global Advisors
211
Mercer Global Advisors
Colorado
$2.56M 86,511 -7,198 -8%
OGF
212
Orin Green Financial
California
$2.55M 85,920 +504 +0.6%
KBFS
213
Kohmann Bosshard Financial Services
Ohio
$2.51M 84,778 -9,210 -10%
CA
214
CSM Advisors
Pennsylvania
$2.47M 83,500 – –
NRA
215
NSI Retail Advisors
Pennsylvania
$2.47M 83,500 – –
GIA
216
Gladstone Institutional Advisory
Florida
$2.45M 82,660 +38,315 +86%
TPW
217
Transatlantique Private Wealth
New York
$2.44M 82,434 -23,208 -22%
PAS
218
Park Avenue Securities
New York
$2.41M 81,369 +32,753 +67%
LFG
219
Larson Financial Group
Missouri
$2.39M 80,768 -1,958 -2%
CPRC
220
Consolidated Portfolio Review Corp
New York
$2.34M 78,911 +78,911 New
NFG
221
Nations Financial Group
Iowa
$2.33M 78,632 +18,876 +32%
CC
222
Courier Capital
New York
$2.32M 78,287 +2,457 +3%
RWM
223
Rockwood Wealth Management
Pennsylvania
$2.31M 77,846 -479 -0.6%
LFA
224
Laraway Financial Advisors
Minnesota
$2.29M 77,119 -481 -0.6%
AWA
225
Arete Wealth Advisors
Illinois
$2.24M 75,746 +25,927 +52%
7 8
9
10 11