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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

518 hedge funds and large institutions have $5.62B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

Holders
518
Holders Change
-38
Holders Change %
-6.83%
% of All Funds
7.51%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.62%
New
35
Increased
213
Reduced
200
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
Creative Planning
2
Creative Planning
Kansas
$920M
3
AA
3
Advisory Alpha
Michigan
$58.8M
4
Mariner
4
Mariner
Kansas
$53.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$35.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$125M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$4.25M
5
AWM
5
AE Wealth Management
Kansas
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
DC
201
Davenport & Co
Virginia
$2.13M 71,643 -1,707 -2%
MA
202
Mutual Advisors
Nebraska
$2.11M 70,924 +2,482 +4%
BSWM
203
Boston Standard Wealth Management
Massachusetts
$2.11M 70,847 +5,682 +9%
LFA
204
Laraway Financial Advisors
Minnesota
$2.1M 70,638 -1,000 -1%
SW
205
SMART Wealth
Nebraska
$2.05M 68,768 +33,812 +97%
LFG
206
Larson Financial Group
Missouri
$2.03M 68,078 -4,419 -6%
WWS
207
Wellington Wealth Strategies
Indiana
$2.02M 67,850 -4,559 -6%
TPCW
208
TD Private Client Wealth
New York
$1.97M 66,300 +9,669 +17%
Mercer Global Advisors
209
Mercer Global Advisors
Colorado
$1.93M 65,008 -1,959 -3%
KPWS
210
Kestra Private Wealth Services
Texas
$1.93M 64,840 +12,114 +23%
AWM
211
Apollon Wealth Management
South Carolina
$1.87M 62,722 -4,429 -7%
BFM
212
Boston Financial Management
Massachusetts
$1.85M 62,274 -3,603 -5%
CA
213
CSM Advisors
Pennsylvania
$1.85M 62,000 -6,100 -9%
NRA
214
NSI Retail Advisors
Pennsylvania
$1.85M 62,000 -6,100 -9%
CAC
215
Certified Advisory Corp
Florida
$1.84M 61,667 +53,049 +616%
AOWM
216
Alpha Omega Wealth Management
Virginia
$1.82M 61,141 +14 +0%
PIMG
217
Patriot Investment Management Group
Tennessee
$1.82M 61,038 +1,157 +2%
NP
218
Nilsine Partners
Colorado
$1.81M 60,908 +5,115 +9%
CJ
219
Caitlin John
Michigan
$1.79M 60,176 -2,367 -4%
BBA
220
BLB&B Advisors
Pennsylvania
$1.79M 60,097 -5,213 -8%
FHA
221
First Horizon Advisors
Tennessee
$1.78M 59,753 -23,304 -28%
WFAG
222
Wescott Financial Advisory Group
Pennsylvania
$1.77M 59,347 -20,871 -26%
RC
223
Roundview Capital
New Jersey
$1.76M 58,952 -150 -0.3%
OIA
224
OneDigital Investment Advisors
Kansas
$1.71M 57,441 +1,696 +3%
First Trust Advisors
225
First Trust Advisors
Illinois
$1.71M 57,369 +4,028 +8%
7 8
9
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