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State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB

550 hedge funds and large institutions have $6.29B invested in State Street SPDR Portfolio Short Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 223 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 223 | Existing positions reduced: 186

0.77% more ownership

Funds ownership: 74.68% → 75.44% (+0.77%)

9% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 55

2% less funds holding in top 10

Funds holding in top 10: 44 → 43 (-1)

3% less funds holding

Funds holding: 568 → 550 (-18)

15% less capital invested

Capital invested by funds: $7.42B → $6.29B (-$1.13B)

Holders
550
Holders Change
-18
Holders Change %
-3.17%
% of All Funds
7.38%
Holding in Top 10
43
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.27%
% of All Funds
0.58%
New
50
Increased
223
Reduced
186
Closed
55
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
Creative Planning
Kansas
+$85.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$56M
3
AA
Advisory Alpha
Michigan
+$43M
4
LPL Financial
LPL Financial
California
+$41.3M
5
Morgan Stanley
Morgan Stanley
New York
+$34.9M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$376M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$13.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$12.8M
4
BWS
Buck Wealth Strategies
Colorado
-$11.2M
5
HI
Horizon Investments
North Carolina
-$10.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
201
Manske Wealth Management
Texas
$2.27M +$190K +6,347 +9%
ZIM
202
Zacks Investment Management
Illinois
$2.26M -$85K -2,836 -4%
National Bank of Canada
203
National Bank of Canada
Quebec, Canada
$2.21M +$1.85M +61,697 +530%
BSWM
204
Boston Standard Wealth Management
Massachusetts
$2.17M -$198K -6,612 -8%
NFG
205
Nations Financial Group
Iowa
$2.16M -$183K -6,093 -8%
KFP
206
KMG Fiduciary Partners
Ohio
$2.15M -$126K -4,217 -6%
AWA
207
Arete Wealth Advisors
Illinois
$2.14M -$4.04K -135 -0.2%
OFP
208
OLIO Financial Planning
Virginia
$2.12M +$611K +20,404 +41%
LFA
209
Laraway Financial Advisors
Minnesota
$2.06M -$21.6K -722 -1%
FTUS
210
Flow Traders U.S.
New York
$2.06M +$2.05M +68,369 New
WIC
211
Woodmont Investment Counsel
Tennessee
$2.03M – – –
HCC
212
Hirtle Callaghan & Co
Pennsylvania
$2.02M – – –
PWG
213
Portside Wealth Group
Utah
$2.02M +$51.8K +1,728 +3%
BAM
214
Berkshire Asset Management
Pennsylvania
$1.98M +$117K +3,900 +6%
SFM
215
Soros Fund Management
New York
$1.97M +$451K +15,052 +30%
MA
216
Mutual Advisors
Nebraska
$1.96M +$15K +500 +0.8%
Betterment LLC
217
Betterment LLC
New York
$1.95M +$64.3K +2,147 +3%
UBP
218
Union Bancaire Privee
Switzerland
$1.92M +$1.58M +52,719 +474%
GM
219
GeoWealth Management
Illinois
$1.87M -$377K -12,577 -17%
CFP
220
Cascade Financial Partners
California
$1.86M +$1.62M +54,127 +707%
SPC
221
Sigma Planning Corp
Michigan
$1.85M -$37.6K -1,254 -2%
MCM
222
MidAtlantic Capital Management
Virginia
$1.85M +$17K +567 +0.9%
WH
223
Whitcomb & Hess
Ohio
$1.8M -$599 -20 -0%
NA
224
NewEdge Advisors
Louisiana
$1.79M -$160K -5,342 -8%
AOWM
225
Alpha Omega Wealth Management
Virginia
$1.77M +$270 +9 +0%
7 8
9
10 11

SPSB Hedge Fund Activity: Q1 2025 in Review

550 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) for Q1 2025, worth a combined $6.29B — down 15% from $7.42B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of SPSB and 50 opened new positions — a net loss of 5 holders — while 186 trimmed existing stakes and 223 added.

The largest buyer was Creative Planning, adding an estimated $85.4M. The largest seller was JP Morgan Chase, cutting an estimated $376M.

  • 550 institutional investors held State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) as of Q1 2025, down from 568 in Q4 2024.
  • Funds reported $6.29B of State Street SPDR Portfolio Short Term Corporate Bond ETF stock for Q1 2025, down 15% quarter-over-quarter.
  • 50 funds opened new State Street SPDR Portfolio Short Term Corporate Bond ETF positions in Q1 2025 and 55 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF buyer in Q1 2025 was Creative Planning, an estimated $85.4M added.
  • The largest State Street SPDR Portfolio Short Term Corporate Bond ETF seller in Q1 2025 was JP Morgan Chase, an estimated $376M sold.

Based on aggregated 13F filings for Q1 2025.