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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

527 hedge funds and large institutions have $5.11B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 176 increasing their positions, 221 reducing their positions, and 61 closing their positions.

Holders
527
Holders Change
-20
Holders Change %
-3.66%
% of All Funds
8.41%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
49
Increased
176
Reduced
221
Closed
61
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$619M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$71.1M
3
Charles Schwab
3
Charles Schwab
California
$362M
4
Envestnet Portfolio Solutions
4
Envestnet Portfolio Solutions
Illinois
$12.9M
5
OPPS
5
Obsidian Personal Planning Solutions
Maryland
$11.5M

Top Sellers

1
Jane Street
1
Jane Street
New York
$19.8M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.34M
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$189M
5
Wells Fargo
5
Wells Fargo
California
$55.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$619M 21,102,181 +3,986,293 +23%
Charles Schwab
2
Charles Schwab
California
$362M 12,343,281 +452,405 +4%
Morgan Stanley
3
Morgan Stanley
New York
$189M 6,457,002 -3,794,701 -37%
Bank of America
4
Bank of America
North Carolina
$179M 6,089,813 -632,038 -9%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$163M 5,543,718 -816,069 -13%
VA
6
Valmark Advisers
Ohio
$156M 5,322,599 -348 -0%
LPL Financial
7
LPL Financial
California
$134M 4,554,932 +374,040 +9%
UBS Group
8
UBS Group
Switzerland
$113M 3,864,076 -202,735 -5%
AWMS
9
Advocacy Wealth Management Services
Georgia
$104M 3,559,995 +169,454 +5%
DWM
10
Destination Wealth Management
California
$103M 3,524,028 +93,134 +3%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$103M 3,510,460 +148,681 +4%
Fisher Asset Management
12
Fisher Asset Management
Washington
$91.2M 3,109,111 +150,467 +5%
HNB
13
Huntington National Bank
Ohio
– – – –
State Street
14
State Street
Massachusetts
$72.4M 2,470,472 +29,580 +1%
TIAA Trust, National Association
15
TIAA Trust, National Association
North Carolina
$71.1M 2,424,297 +2,424,297 New
RIG
16
RiverFront Investment Group
Virginia
$66.2M 2,258,710 -102,790 -4%
Goldman Sachs
17
Goldman Sachs
New York
$63.5M 2,164,887 -1,058,503 -33%
LGWM
18
Litman Gregory Wealth Management
California
$61.9M 2,109,966 -78,675 -4%
AC
19
Allstate Corporation
Illinois
$60.8M 2,072,755 +246,370 +13%
OC
20
Oakworth Capital
Alabama
$57.5M 1,959,857 -126,342 -6%
Wells Fargo
21
Wells Fargo
California
$55.6M 1,895,069 -1,680,793 -47%
TC
22
TownSquare Capital
Utah
$52.4M 1,788,503 +87,761 +5%
Ameriprise
23
Ameriprise
Minnesota
$50.5M 1,722,532 -246,665 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$50.4M 1,717,664 -88,894 -5%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$47.9M 1,633,429 +45,397 +3%
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