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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

556 hedge funds and large institutions have $5.08B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 177 increasing their positions, 229 reducing their positions, and 48 closing their positions.

Holders
556
Holders Change
+29
Holders Change %
+5.5%
% of All Funds
8.15%
Holding in Top 10
49
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.77%
% of All Funds
0.72%
New
82
Increased
177
Reduced
229
Closed
48
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$238M
2
Morgan Stanley
2
Morgan Stanley
New York
$311M
3
Creative Planning
3
Creative Planning
Kansas
$723M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.4M
5
WCM
5
Winthrop Capital Management
Indiana
$19.9M

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$16.2M
2
VRM
2
Vectors Research Management
New York
$4.5M
3
OC
3
Oakworth Capital
Alabama
$236K
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$51.4M
5
UBS Group
5
UBS Group
Switzerland
$62M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$723M 24,288,400 +3,186,219 +15%
Morgan Stanley
2
Morgan Stanley
New York
$311M 10,426,512 +3,969,510 +61%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$238M 7,994,596 +7,744,339 +3,095%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$174M 5,842,879 +299,161 +5%
VA
5
Valmark Advisers
Ohio
$167M 5,617,372 +294,773 +6%
Bank of America
6
Bank of America
North Carolina
$161M 5,412,836 -676,977 -11%
LPL Financial
7
LPL Financial
California
$152M 5,096,641 +541,709 +12%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$102M 3,411,776 -98,684 -3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$91.1M 3,060,443 -48,668 -2%
State Street
10
State Street
Massachusetts
$78M 2,618,002 +147,530 +6%
HNB
11
Huntington National Bank
Ohio
– – – –
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$66.1M 2,219,669 -204,628 -8%
RIG
13
RiverFront Investment Group
Virginia
$65.9M 2,213,786 -44,924 -2%
Wells Fargo
14
Wells Fargo
California
$64.8M 2,175,613 +280,544 +15%
Renaissance Technologies
15
Renaissance Technologies
New York
$62.4M 2,094,300 +1,597,900 +322%
UBS Group
16
UBS Group
Switzerland
$62M 2,083,337 -1,780,739 -46%
DWM
17
Destination Wealth Management
California
$61.3M 2,059,166 -1,464,862 -42%
LGWM
18
Litman Gregory Wealth Management
California
$57.8M 1,940,693 -169,273 -8%
Goldman Sachs
19
Goldman Sachs
New York
$56.2M 1,887,649 -277,238 -13%
AWMS
20
Advocacy Wealth Management Services
Georgia
$51.4M 1,726,888 -1,833,107 -51%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$51M 1,710,943 +77,514 +5%
TC
22
TownSquare Capital
Utah
$49.7M 1,670,467 -118,036 -7%
MA
23
MCF Advisors
Kentucky
$48.1M 1,615,930 +43,148 +3%
Ameriprise
24
Ameriprise
Minnesota
$46.6M 1,562,932 -159,600 -9%
AC
25
Allstate Corporation
Illinois
$46.2M 1,551,615 -521,140 -25%
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