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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

547 hedge funds and large institutions have $5.77B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.63%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$158M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$142M
3
Creative Planning
3
Creative Planning
Kansas
$504M
4
LGWM
4
Litman Gregory Wealth Management
California
$64.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$71.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.03M
3
Bank of America
3
Bank of America
North Carolina
$198M
4
GI
4
Gradient Investments
Minnesota
$240K
5
DWM
5
Destination Wealth Management
California
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
GIA
201
Gladstone Institutional Advisory
Florida
$2.66M 90,273 +7,613 +9%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$2.64M 89,732 +41,385 +86%
CWA
203
Clearview Wealth Advisors
Oregon
$2.63M 89,442 -2,391 -3%
CPRC
204
Consolidated Portfolio Review Corp
New York
$2.58M 87,742 +8,831 +11%
Kovitz Investment Group Partners
205
Kovitz Investment Group Partners
Illinois
$2.55M 86,766 -24,775 -22%
PCA
206
Prosperity Capital Advisors
Ohio
$2.55M 86,564 +48,834 +129%
OGF
207
Orin Green Financial
California
$2.54M 86,352 +432 +0.5%
GM
208
GeoWealth Management
Illinois
$2.49M 84,387 +13,768 +19%
NRA
209
NSI Retail Advisors
Pennsylvania
$2.46M 83,500 – –
CA
210
CSM Advisors
Pennsylvania
$2.46M 83,500 – –
HAS
211
HBW Advisory Services
California
$2.44M 82,968 +63,726 +331%
JIR
212
James Investment Research
Ohio
$2.42M 82,214 -6,581 -7%
HF
213
HRT Financial
New York
$2.4M 81,550 +81,550 New
AWM
214
Apollon Wealth Management
South Carolina
$2.39M 81,214 +39,895 +97%
LWMG
215
Levy Wealth Management Group
Pennsylvania
$2.38M 80,767 -8,153 -9%
TPW
216
Transatlantique Private Wealth
New York
$2.35M 79,778 -2,656 -3%
LFG
217
Larson Financial Group
Missouri
$2.32M 78,805 -1,963 -2%
SIA
218
SeaBridge Investment Advisors
New Jersey
$2.31M 78,438 -42,286 -35%
AWA
219
Arete Wealth Advisors
Illinois
$2.31M 78,405 +2,659 +4%
Koshinski Asset Management
220
Koshinski Asset Management
Illinois
$2.3M 78,294 -67,146 -46%
RWM
221
Rockwood Wealth Management
Pennsylvania
$2.28M 77,353 -493 -0.6%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$2.27M 76,957 -9,554 -11%
LFA
223
Laraway Financial Advisors
Minnesota
$2.26M 76,767 -352 -0.5%
KBFS
224
Kohmann Bosshard Financial Services
Ohio
$2.26M 76,674 -8,104 -10%
DCM
225
DGS Capital Management
New Jersey
$2.23M 75,594 +3,129 +4%
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