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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

547 hedge funds and large institutions have $5.77B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 194 increasing their positions, 222 reducing their positions, and 59 closing their positions.

Holders
547
Holders Change
-2
Holders Change %
-0.36%
% of All Funds
8.63%
Holding in Top 10
56
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.67%
% of All Funds
0.88%
New
61
Increased
194
Reduced
222
Closed
59
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$158M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$142M
3
Creative Planning
3
Creative Planning
Kansas
$504M
4
LGWM
4
Litman Gregory Wealth Management
California
$64.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$51.9M

Top Sellers

1
State Street
1
State Street
Massachusetts
$71.9M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.03M
3
Bank of America
3
Bank of America
North Carolina
$198M
4
GI
4
Gradient Investments
Minnesota
$240K
5
DWM
5
Destination Wealth Management
California
$101M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$504M 17,115,888 +4,238,756 +33%
Charles Schwab
2
Charles Schwab
California
$350M 11,890,876 +54,906 +0.5%
Morgan Stanley
3
Morgan Stanley
New York
$302M 10,251,703 -148,486 -1%
Bank of America
4
Bank of America
North Carolina
$198M 6,721,851 -808,142 -11%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$187M 6,359,787 +393,218 +7%
Jane Street
6
Jane Street
New York
$158M 5,358,890 +5,034,232 +1,551%
VA
7
Valmark Advisers
Ohio
$157M 5,322,947 +237,061 +5%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$142M 4,838,903 +4,824,055 +32,490%
LPL Financial
9
LPL Financial
California
$123M 4,180,892 +82,224 +2%
UBS Group
10
UBS Group
Switzerland
$120M 4,066,811 -112,360 -3%
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M 3,952,883 +144,620 +4%
Wells Fargo
12
Wells Fargo
California
$105M 3,575,862 -525,753 -13%
DWM
13
Destination Wealth Management
California
$101M 3,430,894 -775,313 -18%
AWMS
14
Advocacy Wealth Management Services
Georgia
$99.8M 3,390,541 +162,951 +5%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$99M 3,361,779 +72,226 +2%
Goldman Sachs
16
Goldman Sachs
New York
$94.9M 3,223,390 +194,055 +6%
Fisher Asset Management
17
Fisher Asset Management
Washington
$87.1M 2,958,644 +142,448 +5%
TF
18
TIAA FSB
Florida
$82.3M 2,796,586 -575,443 -17%
State Street
19
State Street
Massachusetts
$71.9M 2,440,892 -4,845,013 -66%
RIG
20
RiverFront Investment Group
Virginia
$69.5M 2,361,500 +10,859 +0.5%
HNB
21
Huntington National Bank
Ohio
– – – –
LGWM
22
Litman Gregory Wealth Management
California
$64.4M 2,188,641 +2,188,641 New
OC
23
Oakworth Capital
Alabama
$61.4M 2,086,199 -30,679 -1%
AWM
24
AE Wealth Management
Kansas
$59.3M 2,015,094 +347,482 +21%
Ameriprise
25
Ameriprise
Minnesota
$57.9M 1,969,197 -437,810 -18%
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