SPSB icon

SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

549 hedge funds and large institutions have $5.56B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 194 increasing their positions, 228 reducing their positions, and 60 closing their positions.

Holders
549
Holders Change
-21
Holders Change %
-3.68%
% of All Funds
8.79%
Holding in Top 10
60
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.25%
% of All Funds
0.96%
New
51
Increased
194
Reduced
228
Closed
60
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$382M
2
TF
2
TIAA FSB
Florida
$99.9M
3
Charles Schwab
3
Charles Schwab
California
$351M
4
Morgan Stanley
4
Morgan Stanley
New York
$308M
5
GI
5
Gradient Investments
Minnesota
$24.2M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$223M
2
LGWM
2
Litman Gregory Wealth Management
California
$0
3
HI
3
Horizon Investments
North Carolina
$8.94M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$440K
5
SB
5
Sunflower Bank
Texas
$806K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$382M 12,877,132 +3,826,586 +42%
Charles Schwab
2
Charles Schwab
California
$351M 11,835,970 +1,254,588 +12%
Morgan Stanley
3
Morgan Stanley
New York
$308M 10,400,189 +1,211,218 +13%
Bank of America
4
Bank of America
North Carolina
$223M 7,529,993 -3,287,922 -30%
State Street
5
State Street
Massachusetts
$216M 7,285,905 +142,888 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$177M 5,966,569 +132,842 +2%
VA
7
Valmark Advisers
Ohio
$151M 5,085,886 +204,738 +4%
DWM
8
Destination Wealth Management
California
$125M 4,206,207 +318,913 +8%
UBS Group
9
UBS Group
Switzerland
$124M 4,179,171 -193,391 -4%
Wells Fargo
10
Wells Fargo
California
$122M 4,101,615 -4,491 -0.1%
LPL Financial
11
LPL Financial
California
$121M 4,098,668 -1,257,722 -23%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M 3,808,263 +36,090 +1%
TF
13
TIAA FSB
Florida
$99.9M 3,372,029 +1,350,255 +67%
Baird Financial Group
14
Baird Financial Group
Wisconsin
$97.5M 3,289,553 -33,988 -1%
AWMS
15
Advocacy Wealth Management Services
Georgia
$95.6M 3,227,590 +216,340 +7%
Goldman Sachs
16
Goldman Sachs
New York
$89.8M 3,029,335 -45,058 -1%
Fisher Asset Management
17
Fisher Asset Management
Washington
$83.4M 2,816,196 -23,717 -0.8%
Ameriprise
18
Ameriprise
Minnesota
$71.3M 2,407,007 -1,384,189 -37%
RIG
19
RiverFront Investment Group
Virginia
$69.6M 2,350,641 +48,423 +2%
HNB
20
Huntington National Bank
Ohio
– – – –
Osaic Holdings
21
Osaic Holdings
Arizona
$62.8M 2,118,154 +450,222 +27%
OC
22
Oakworth Capital
Alabama
$62.7M 2,116,878 +8,316 +0.4%
AC
23
Allstate Corporation
Illinois
$58.9M 1,988,889 -1,078,366 -35%
AWM
24
AE Wealth Management
Kansas
$49.4M 1,667,612 -69,614 -4%
TC
25
TownSquare Capital
Utah
$48.9M 1,649,277 +50,697 +3%
1
2 3 4 5