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SPDR Portfolio Short Term Corporate Bond ETF (SPSB) Institutional Ownership

SPDR Portfolio Short Term Corporate Bond ETF logo
$29.88 +0.01 (+0.03%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)

Number of
Institutional Buyers
(last 12 months)
375
Total
Institutional Inflows
(last 12 months)
$1.46B
Number of
Institutional Sellers
(last 12 months)
240
Total
Institutional Outflows
(last 12 months)
$2.25B
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SPSB Institutional Buying and Selling by Quarter

SPDR Portfolio Short Term Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 City Holding Co.74,360$2.23M0.3%+13.6%0.021%
7/10/2026 KMG Fiduciary Partners LLC81,413$2.44M0.2%+1.1%0.023%
7/9/2026 Kraft Davis & Associates LLC392,202$11.72M2.4%-2.6%0.112%
7/9/2026 Capital Wealth Management LLC1,227,718$36.84M8.9%+4.9%0.351%
7/9/2026 Roan Capital Partners147,234$4.42M3.7%+5.5%0.042%
7/9/2026 Sax Wealth Advisors LLC36,358$1.09M0.0%-0.9%0.010%
7/9/2026 Strategic Point Investment Advisors LLC1,240,756$37.24M4.9%+3.8%0.355%
7/9/2026 Private Wealth Group LLC57,775$1.73M0.7%+11.6%0.017%
7/8/2026 Eclectic Associates Inc. ADV29,349$881K0.1%-5.1%0.008%
7/7/2026 Dynamic Advisor Solutions LLC247,349$7.42M0.2%+0.8%0.070%
7/7/2026 Martin Capital Partners LLC176,928$5.31M2.0%-3.7%0.050%
7/7/2026 GK Wealth Management LLC18,968$569K0.3%N/A0.005%
7/7/2026 GAMMA Investing LLC476,603$14.30M0.5%+28.3%0.134%
7/7/2026 Avior Wealth Management LLC117,540$3.53M0.1%+0.8%0.033%
7/7/2026 CGN Advisors LLC126,320$3.79M0.3%-2.1%0.036%
7/7/2026 CoreCap Advisors LLC37,918$1.14M0.0%-94.8%0.011%
7/7/2026 Boston Standard Wealth Management LLC102,413$3.06M0.4%+5.4%0.029%
7/6/2026 Bulwark Capital Corp22,898$687K0.4%+38.3%0.006%
7/6/2026 RDA Financial Network14,877$446K0.1%-2.7%0.004%
7/2/2026 MassMutual Private Wealth & Trust FSB112,769$3.38M0.1%+7.9%0.032%
7/2/2026 Cedar Mountain Advisors LLC632,890$18.99M3.3%+0.3%0.178%
7/2/2026 First County Bank CT 12,105$363K0.2%+3.4%0.003%
6/3/2026Parallel Advisors LLC40,272$1.21M0.0%+1.6%0.012%
6/3/2026NewEdge Advisors LLC79,487$2.39M0.0%+24.4%0.024%
5/22/2026Wellington Grp LLC297,005$8.93M2.8%+9.4%0.089%
5/20/2026Arete Wealth Advisors LLC81,527$2.45M0.1%+2.4%0.024%
5/19/2026Western Wealth Management LLC95,347$2.87M0.1%+31.5%0.028%
5/19/2026NewEdge Advisors LLC79,065$2.38M0.0%+23.8%0.024%
5/19/2026Bank of America Corp DE7,436,338$223.61M0.0%+52.9%2.216%
5/19/2026Arete Wealth Advisors LLC81,527$2.45M0.2%+2.4%0.024%
5/18/2026EverSource Wealth Advisors LLC2,028$61K0.0%+106.5%0.001%
5/18/2026Royal Bank of Canada3,559,104$107.02M0.0%-8.3%1.061%
5/18/2026Empowered Funds LLC72,459$2.17M0.0%+12.8%0.022%
5/15/2026Gateway Wealth Partners LLC7,996$240K0.0%N/A0.002%
5/15/2026Waverly Advisors LLC736,885$22.16M0.2%+0.4%0.220%
5/14/2026Hilltop Holdings Inc.173,023$5.20M0.5%-5.8%0.052%
5/14/2026Rockbridge Investment Management LCC42,875$1.29M0.1%-1.6%0.013%
5/14/2026FCA Corp TX54,749$1.65M0.5%+4.9%0.016%
5/14/2026Modern Wealth Management LLC631,578$18.94M0.3%-22.6%0.188%
5/14/2026Gibbs Wealth Management240,202$7.22M0.9%+59.0%0.072%
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5/14/2026Lido Advisors LLC50,830$1.53M0.0%-1.2%0.015%
5/13/2026Cetera Investment Advisers1,934,001$58.16M0.1%+7.7%0.576%
5/13/2026Wealthspire Retirement LLC892,159$26.83M1.6%+17.7%0.266%
5/8/2026PNC Financial Services Group Inc.2,154,007$64.77M0.0%-1.3%0.642%
5/8/2026Burling Wealth Partners LLC216,602$6.51M1.1%+10.4%0.065%
5/7/2026Allen Investment Management LLC300,971$9.05M0.1%+23.0%0.090%
5/7/2026 Commonwealth Financial Services LLC24,169$727K0.1%+11.9%0.007%
5/7/2026Parallel Advisors LLC40,272$1.21M0.0%+1.6%0.012%
5/7/2026Koss Olinger Consulting LLC37,835$1.14M0.1%N/A0.011%
5/6/2026Bartlett & CO. Wealth Management LLC114,107$3.43M0.0%-6.7%0.034%
5/6/2026Zhang Financial LLC44,383$1.34M0.0%-2.6%0.013%
5/6/2026Assetmark Inc.15,564$468K0.0%-6.0%0.005%
5/6/2026Gould Asset Management LLC CA85,140$2.56M0.4%+3.2%0.025%
5/6/2026Allspring Global Investments Holdings LLC992,198$29.78M0.0%+214,197.6%0.296%
5/6/2026 Independent Financial Group LLC30,719$924K0.0%N/A0.009%
5/6/2026Prosperity Consulting Group LLC49,965$1.50M0.1%+7.7%0.015%
5/5/2026Westover Capital Advisors LLC201,808$6.07M1.1%-0.8%0.060%
5/5/2026RFG Bristol Wealth Advisors LLC13,647$410K0.1%-2.7%0.004%
5/5/2026 Members Advisory Group LLC319,598$9.61M3.3%N/A0.095%
5/5/2026Bank of New York Mellon Corp27,734$834K0.0%+14.1%0.008%
5/5/2026Signet Financial Management LLC150,914$4.54M0.5%-1.7%0.045%
5/5/2026Sanctuary Advisors LLC481,070$14.47M0.1%+11.9%0.143%
5/5/2026Sigma Planning Corp66,623$2.00M0.1%-12.3%0.020%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management188,946$5.68M0.1%-1.7%0.056%
5/4/2026Y.D. More Investments Ltd5,300$159K0.0%+29.9%0.002%
5/2/2026Keener Financial Planning LLC6,760$203K0.1%N/A0.002%
5/2/2026Diversify Wealth Management LLC45,345$1.36M0.0%N/A0.014%
5/2/2026Valmark Advisers Inc.9,127,167$274.45M3.3%+4.5%2.720%
5/1/2026Midwest Trust Co247,310$7.44M0.1%+14.6%0.074%
5/1/2026Fifth Third Bancorp68,355$2.06M0.0%+1,273.4%0.020%
5/1/2026SoundView Advisors Inc.936,129$28.15M10.0%-8.2%0.280%
5/1/2026Mascoma Wealth Management LLC124,671$3.75M0.8%+59.3%0.037%
5/1/2026 Cedar Mountain Advisors LLC631,291$18.98M3.7%-1.1%0.189%
5/1/2026Manning & Napier Advisors LLC615,348$18.50M0.3%+40.3%0.184%
4/30/2026Hsbc Holdings PLC15,000$451K0.0%-40.0%0.004%
4/30/2026Kestra Advisory Services LLC59,364$1.79M0.0%-34.9%0.018%
4/30/2026Money Concepts Capital Corp255,287$7.68M0.4%+3.2%0.076%
4/30/2026Beam Wealth Advisors Inc.15,025$452K0.1%+12.6%0.004%
4/30/2026Staley Capital Advisers Inc.163,575$4.92M0.2%+0.8%0.049%
4/29/2026Penobscot Investment Management Company Inc.52,010$1.56M0.1%+1.0%0.016%
4/29/2026 Rockwood Wealth Management LLC2,408,155$72.41M5.2%+7.5%0.720%
4/29/2026Marino Stram & Associates LLC13,995$421K0.1%+12.0%0.004%
4/29/2026Capstone Wealth Management Group LLC19,157$576K0.2%+8.3%0.006%
4/29/2026 Orin Green Financial LLC128,444$3.86M1.6%-1.0%0.038%
4/29/2026 Meitav Investment House Ltd.36,344$1.09M0.0%+7.0%0.011%
4/28/2026DGS Capital Management LLC116,199$3.49M0.6%+6.4%0.035%
4/28/2026Stephens Inc. AR108,432$3.26M0.0%+8.2%0.032%
4/28/2026Hardy Reed LLC578,912$17.41M1.3%+1.8%0.173%
4/28/2026 Powerhouse Assets LLC84,672$2.55M2.2%+7.8%0.025%
4/28/2026 Revisor Wealth Management LLC215,571$6.48M1.8%+33.4%0.065%
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4/28/2026Koshinski Asset Management Inc.38,089$1.15M0.1%-8.7%0.011%
4/28/2026WBH Advisory Inc.19,688$590K0.0%+87.8%0.006%
4/28/2026Wealthstar Advisors LLC17,870$537K0.3%-3.4%0.005%
4/27/2026Mustard Seed Financial LLC17,548$528K0.3%+3.3%0.005%
4/27/2026Arrien Investments Inc.303,552$9.13M4.9%+55.7%0.091%
4/27/2026Portland Financial Advisors Inc52,632$1.58M3.3%+1.3%0.016%
4/27/2026 IRON Financial LLC120,154$3.61M1.6%-1.1%0.036%
4/27/2026BIP Wealth LLC1,478,176$44.45M1.8%+1.9%0.443%
4/27/2026World Investment Advisors20,302$610K0.0%-8.4%0.006%
4/27/2026 Flagstone Financial Management912,452$27.44M6.8%+7.1%0.273%


SPSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 527 institutional investors and hedge funds held shares of SPDR Portfolio Short Term Corporate Bond ETF. The most heavily invested institutionals were Creative Planning ($1.48B), LPL Financial LLC ($284.65M), Valmark Advisers Inc. ($274.45M), Morgan Stanley ($263.11M), Bank of America Corp DE ($223.61M), Envestnet Asset Management Inc. ($139.94M), and Advisory Alpha LLC ($131.85M).Learn more on SPDR Portfolio Short Term Corporate Bond ETF's institutional investors.

Of the 435 institutional investors that purchased SPDR Portfolio Short Term Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($26.83M), Creative Planning ($5.54M), GAMMA Investing LLC ($4.76M), Bank of America Corp DE ($2.58M), Allstate Corp ($2.43M), LPL Financial LLC ($1.52M), and Valmark Advisers Inc. ($1.39M).

Institutional investors have bought a total of 48,360,719 shares in the last 24 months. This purchase volume represents approximately $1.46B in transactions.

Of the 236 institutional investors that sold SPDR Portfolio Short Term Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($63.60M), CoreCap Advisors LLC ($686.83K), Allstate Corp ($642.03K), TIAA Trust National Association ($557.75K), Bank of Nova Scotia ($513.19K), Fisher Asset Management LLC ($413.84K), and SimpliFi Inc. ($394.50K).

Institutional investors have sold a total of 74,241,635 shares in the last 24 months. This volume of shares sold represents approximately $2.25B in transactions.


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This page (NYSEARCA:SPSB) was last updated on 7/25/2026 by MarketBeat.com Staff.
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