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SPDR Portfolio Short Term Corporate Bond ETF
SPSB

Overview Fund Activity

518 hedge funds and large institutions have $5.62B invested in SPDR Portfolio Short Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 213 increasing their positions, 200 reducing their positions, and 66 closing their positions.

Holders
518
Holders Change
-38
Holders Change %
-6.83%
% of All Funds
7.51%
Holding in Top 10
43
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.24%
% of All Funds
0.62%
New
35
Increased
213
Reduced
200
Closed
66
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$866M
2
Creative Planning
2
Creative Planning
Kansas
$920M
3
AA
3
Advisory Alpha
Michigan
$58.8M
4
Mariner
4
Mariner
Kansas
$53.7M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$35.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$130M
2
RIG
2
RiverFront Investment Group
Virginia
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$125M
4
AWMS
4
Advocacy Wealth Management Services
Georgia
$4.25M
5
AWM
5
AE Wealth Management
Kansas
$420K
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
1
Creative Planning
Kansas
$920M 30,887,284 +6,598,884 +27%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$866M 29,094,440 +21,099,844 +264%
VA
3
Valmark Advisers
Ohio
$199M 6,670,238 +1,052,866 +19%
Bank of America
4
Bank of America
North Carolina
$157M 5,281,577 -131,259 -2%
LPL Financial
5
LPL Financial
California
$143M 4,818,161 -278,480 -5%
Morgan Stanley
6
Morgan Stanley
New York
$130M 4,374,270 -6,052,242 -58%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$125M 4,199,888 -1,642,991 -28%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$102M 3,437,210 +25,434 +0.7%
Fisher Asset Management
9
Fisher Asset Management
Washington
$89.2M 2,997,741 -62,702 -2%
State Street
10
State Street
Massachusetts
$80.9M 2,718,610 +100,608 +4%
HNB
11
Huntington National Bank
Ohio
– – – –
TIAA Trust, National Association
12
TIAA Trust, National Association
North Carolina
$70.5M 2,367,461 +147,792 +7%
Wells Fargo
13
Wells Fargo
California
$68M 2,283,169 +107,556 +5%
UBS Group
14
UBS Group
Switzerland
$60.3M 2,024,706 -58,631 -3%
Goldman Sachs
15
Goldman Sachs
New York
$59.2M 1,988,445 +100,796 +5%
AA
16
Advisory Alpha
Michigan
$58.8M 1,975,802 +1,975,802 New
AC
17
Allstate Corporation
Illinois
$56.4M 1,893,700 +342,085 +22%
MA
18
MCF Advisors
Kentucky
$54.1M 1,815,678 +199,748 +12%
TC
19
TownSquare Capital
Utah
$53.9M 1,811,572 +141,105 +8%
Mariner
20
Mariner
Kansas
$53.7M 1,802,523 +1,207,922 +203%
Renaissance Technologies
21
Renaissance Technologies
New York
$50.1M 1,683,740 -410,560 -20%
DWM
22
Destination Wealth Management
California
$48.1M 1,616,063 -443,103 -22%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$47.9M 1,609,816 -101,127 -6%
RA
24
Rodgers & Associates
Pennsylvania
$43M 1,444,111 +62,984 +5%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$39.4M 1,324,341 +928,832 +235%
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