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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

527 hedge funds and large institutions have $5.11B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.4%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$619M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$71.1M
3
Charles Schwab
3
Charles Schwab
California
$362M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$12.9M
5
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$19.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.34M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
Wells Fargo
5
Wells Fargo
California
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TPW
201
Transatlantique Private Wealth
New York
$2.57M 87,515 +7,737 +10%
GIA
202
Gladstone Institutional Advisory
Florida
$2.52M 86,073 -4,200 -5%
PIMG
203
Patriot Investment Management Group
Tennessee
$2.47M 84,306 -12,382 -13%
BBA
204
BLB&B Advisors
Pennsylvania
$2.47M 84,109 -225,683 -73%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$2.42M 82,661 -7,071 -8%
JIR
206
James Investment Research
Ohio
$2.41M 82,214 – –
LWMG
207
Levy Wealth Management Group
Pennsylvania
$2.36M 80,524 -243 -0.3%
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$2.35M 80,067 -12,768 -14%
William Blair & Company
209
William Blair & Company
Illinois
$2.33M 79,314 -13,109 -14%
DCM
210
DGS Capital Management
New Jersey
$2.31M 78,765 +3,171 +4%
GVAG
211
Great Valley Advisor Group
Delaware
$2.29M 78,036 -83,035 -52%
EH
212
Equitable Holdings
New York
$2.28M 77,810 +11,411 +17%
CA
213
CSM Advisors
Pennsylvania
$2.28M 77,800 -5,700 -7%
NRA
214
NSI Retail Advisors
Pennsylvania
$2.28M 77,800 -5,700 -7%
Kovitz Investment Group Partners
215
Kovitz Investment Group Partners
Illinois
$2.26M 76,928 -9,838 -11%
RFO
216
RiverGlades Family Offices
Florida
$2.24M 76,342 +25,705 +51%
LFG
217
Larson Financial Group
Missouri
$2.2M 75,129 -3,676 -5%
GAM
218
Gould Asset Management
California
$2.2M 75,020 +2,735 +4%
LFA
219
Laraway Financial Advisors
Minnesota
$2.19M 74,601 -2,166 -3%
CW
220
Channel Wealth
California
$2.18M 74,399 +3,920 +6%
GM
221
GeoWealth Management
Illinois
$2.16M 73,494 -10,893 -13%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$2.12M 72,320 -1,472 -2%
Mercer Global Advisors
223
Mercer Global Advisors
Colorado
$2.12M 72,313 -4,644 -6%
SAM
224
Simplify Asset Management
Nevada
$2.09M 71,380 – –
F4L
225
Fortune 45 LLC
Louisiana
$2.09M 71,295 +50,872 +249%
7 8
9
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