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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

556 hedge funds and large institutions have $5.08B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.15%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.72%
New
82
Increased
177
Reduced
229
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$311M
3
Creative Planning
3
Creative Planning
Kansas
$723M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.4M
5
WCM
5
Winthrop Capital Management
Indiana
$19.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$16.2M
2
VRM
2
Vectors Research Management
New York
$4.5M
3
OC
3
Oakworth Capital
Alabama
$236K
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$51.4M
5
UBS Group
5
UBS Group
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
201
Financial Advocates Investment Management
Washington
$2.47M 82,783 -18,372 -18%
TPW
202
Transatlantique Private Wealth
New York
$2.42M 81,288 -6,227 -7%
DCM
203
DGS Capital Management
New Jersey
$2.41M 80,921 +2,156 +3%
WFAG
204
Wescott Financial Advisory Group
Pennsylvania
$2.39M 80,218 -37,855 -32%
ATC
205
Argent Trust Co
Tennessee
$2.38M 79,924 -113,195 -59%
APA
206
Astoria Portfolio Advisors
New York
$2.31M 77,628 -16,487 -18%
GAM
207
Gould Asset Management
California
$2.29M 76,845 +1,825 +2%
GVAG
208
Great Valley Advisor Group
Delaware
$2.26M 76,012 -2,024 -3%
RFO
209
RiverGlades Family Offices
Florida
$2.24M 75,342 -1,000 -1%
CW
210
Channel Wealth
California
$2.19M 73,623 -776 -1%
DC
211
Davenport & Co
Virginia
$2.18M 73,350 +41,320 +129%
LFG
212
Larson Financial Group
Missouri
$2.16M 72,497 -2,632 -4%
WWS
213
Wellington Wealth Strategies
Indiana
$2.16M 72,409 +72,409 New
PAS
214
Park Avenue Securities
New York
$2.15M 72,344 +38,588 +114%
LFA
215
Laraway Financial Advisors
Minnesota
$2.13M 71,638 -2,963 -4%
JCM
216
Jacobi Capital Management
Pennsylvania
$2.1M 70,481 -511 -0.7%
GM
217
GeoWealth Management
Illinois
$2.1M 70,393 -3,101 -4%
MA
218
Mutual Advisors
Nebraska
$2.04M 68,442 +4,728 +7%
CA
219
CSM Advisors
Pennsylvania
$2.03M 68,100 -9,700 -12%
NRA
220
NSI Retail Advisors
Pennsylvania
$2.03M 68,100 -9,700 -12%
AWM
221
Apollon Wealth Management
South Carolina
$2M 67,151 -21,775 -24%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$1.99M 66,967 -5,346 -7%
BFM
223
Boston Financial Management
Massachusetts
$1.96M 65,877 -52,932 -45%
BBA
224
BLB&B Advisors
Pennsylvania
$1.94M 65,310 -18,799 -22%
RWM
225
Rockwood Wealth Management
Pennsylvania
$1.94M 65,149 -5,601 -8%
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