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

SPDR Portfolio Short Term Corporate Bond ETF logo
$29.99 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB)

Number of
Institutional Buyers
(last 12 months)
393
Total
Institutional Inflows
(last 12 months)
$1.51B
Number of
Institutional Sellers
(last 12 months)
257
Total
Institutional Outflows
(last 12 months)
$2.28B
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SPSB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026Wellington Grp LLC297,005$8.93M2.8%+9.4%0.089%
5/20/2026 Arete Wealth Advisors LLC81,527$2.45M0.1%+2.4%0.024%
5/19/2026 Western Wealth Management LLC95,347$2.87M0.1%+31.5%0.028%
5/19/2026 NewEdge Advisors LLC79,065$2.38M0.0%+23.8%0.024%
5/19/2026 Bank of America Corp DE7,436,338$223.61M0.0%+52.9%2.216%
5/19/2026 Arete Wealth Advisors LLC81,527$2.45M0.2%+2.4%0.024%
5/18/2026 EverSource Wealth Advisors LLC2,028$61K0.0%+106.5%0.001%
5/18/2026 Royal Bank of Canada3,559,104$107.02M0.0%-8.3%1.061%
5/18/2026 Empowered Funds LLC72,459$2.17M0.0%+12.8%0.022%
5/15/2026 Gateway Wealth Partners LLC7,996$240K0.0%N/A0.002%
5/15/2026 Waverly Advisors LLC736,885$22.16M0.2%+0.4%0.220%
5/14/2026 Hilltop Holdings Inc.173,023$5.20M0.5%-5.8%0.052%
5/14/2026 Rockbridge Investment Management LCC42,875$1.29M0.1%-1.6%0.013%
5/14/2026 FCA Corp TX54,749$1.65M0.5%+4.9%0.016%
5/14/2026 Modern Wealth Management LLC631,578$18.94M0.3%-22.6%0.188%
5/14/2026 Gibbs Wealth Management240,202$7.22M0.9%+59.0%0.072%
5/14/2026 Lido Advisors LLC50,830$1.53M0.0%-1.2%0.015%
5/13/2026 Cetera Investment Advisers1,934,001$58.16M0.1%+7.7%0.576%
5/13/2026 Wealthspire Retirement LLC892,159$26.83M1.6%+17.7%0.266%
5/8/2026 PNC Financial Services Group Inc.2,154,007$64.77M0.0%-1.3%0.642%
5/8/2026 Burling Wealth Partners LLC216,602$6.51M1.1%+10.4%0.065%
5/7/2026 Allen 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%
5/7/2026 Parallel Advisors LLC40,272$1.21M0.0%+1.6%0.012%
5/7/2026 Koss Olinger Consulting LLC37,835$1.14M0.1%N/A0.011%
5/6/2026 Bartlett & CO. Wealth Management LLC114,107$3.43M0.0%-6.7%0.034%
5/6/2026 Zhang Financial LLC44,383$1.34M0.0%-2.6%0.013%
5/6/2026 Assetmark Inc.15,564$468K0.0%-6.0%0.005%
5/6/2026 Gould Asset Management LLC CA85,140$2.56M0.4%+3.2%0.025%
5/6/2026 Allspring 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%
5/6/2026 Prosperity Consulting Group LLC49,965$1.50M0.1%+7.7%0.015%
5/5/2026 Westover Capital Advisors LLC201,808$6.07M1.1%-0.8%0.060%
5/5/2026 RFG 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%
5/5/2026 Bank of New York Mellon Corp27,734$834K0.0%+14.1%0.008%
5/5/2026 Signet Financial Management LLC150,914$4.54M0.5%-1.7%0.045%
5/5/2026 Sanctuary Advisors LLC481,070$14.47M0.1%+11.9%0.143%
5/5/2026 Sigma 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%
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5/4/2026 Y.D. More Investments Ltd5,300$159K0.0%+29.9%0.002%
5/2/2026 Keener Financial Planning LLC6,760$203K0.1%N/A0.002%
5/2/2026 Diversify Wealth Management LLC45,345$1.36M0.0%N/A0.014%
5/2/2026 Valmark Advisers Inc.9,127,167$274.45M3.3%+4.5%2.720%
5/1/2026 Midwest Trust Co247,310$7.44M0.1%+14.6%0.074%
5/1/2026 Fifth Third Bancorp68,355$2.06M0.0%+1,273.4%0.020%
5/1/2026 SoundView Advisors Inc.936,129$28.15M10.0%-8.2%0.280%
5/1/2026 Mascoma 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%
5/1/2026 Manning & Napier Advisors LLC615,348$18.50M0.3%+40.3%0.184%
4/30/2026 Hsbc Holdings PLC15,000$451K0.0%-40.0%0.004%
4/30/2026 Kestra Advisory Services LLC59,364$1.79M0.0%-34.9%0.018%
4/30/2026 Money Concepts Capital Corp255,287$7.68M0.4%+3.2%0.076%
4/30/2026 Beam Wealth Advisors Inc.15,025$452K0.1%+12.6%0.004%
4/30/2026 Staley Capital Advisers Inc.163,575$4.92M0.2%+0.8%0.049%
4/29/2026 Penobscot 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%
4/29/2026 Marino Stram & Associates LLC13,995$421K0.1%+12.0%0.004%
4/29/2026 Capstone 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%
4/28/2026 DGS Capital Management LLC116,199$3.49M0.6%+6.4%0.035%
4/28/2026 Stephens Inc. AR108,432$3.26M0.0%+8.2%0.032%
4/28/2026 Hardy 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%
4/28/2026 Koshinski Asset Management Inc.38,089$1.15M0.1%-8.7%0.011%
4/28/2026 WBH Advisory Inc.19,688$590K0.0%+87.8%0.006%
4/28/2026 Wealthstar Advisors LLC17,870$537K0.3%-3.4%0.005%
4/27/2026 Mustard Seed Financial LLC17,548$528K0.3%+3.3%0.005%
4/27/2026 Arrien Investments Inc.303,552$9.13M4.9%+55.7%0.091%
4/27/2026 Portland 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%
4/27/2026 BIP Wealth LLC1,478,176$44.45M1.8%+1.9%0.443%
4/27/2026 World Investment Advisors20,302$610K0.0%-8.4%0.006%
4/27/2026 Flagstone Financial Management912,452$27.44M6.8%+7.1%0.273%
4/27/2026 Private Advisor Group LLC324,293$9.75M0.0%-4.0%0.097%
4/27/2026 Financial Plan Inc.142,373$4.28M0.5%+1.4%0.043%
4/27/2026 Elevation Point Wealth Partners LLC252,425$7.59M0.2%+2.6%0.076%
4/25/2026 Stevens Capital Partners7,643$230K0.1%N/A0.002%
4/24/2026 Root Financial Partners LLC2,368$71K0.0%+112.2%0.001%
4/24/2026 James Investment Research Inc.53,871$1.62M0.2%-3.6%0.016%
4/24/2026 Wealth Care LLC24,416$734K0.7%N/A0.007%
4/24/2026 Impact Partnership Wealth LLC491,406$14.78M1.8%+8.5%0.147%
4/24/2026 Eagle Wealth Advisors LLC99,455$2.99M2.8%-26.5%0.030%
4/24/2026 Strategic Point Investment Advisors LLC1,195,219$35.94M5.2%+5.9%0.357%
4/23/2026 SJS Investment Consulting Inc.5,099$153K0.0%+26.6%0.002%
4/23/2026 Marmo Financial Group LLC161,212$4.85M2.4%-1.3%0.048%
4/23/2026 Drucker Wealth 3.0 LLC52,478$1.58M0.3%+2.4%0.016%
4/23/2026 Intrua Financial LLC24,126$725K0.1%-16.0%0.007%
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4/23/2026 Private Wealth Group LLC51,753$1.56M0.7%+3.2%0.015%
4/23/2026 Apollon Wealth Management LLC84,336$2.54M0.0%-23.1%0.025%
4/23/2026 Orange Investment Advisors Inc.1,163,729$34.99M4.5%+2.5%0.348%
4/22/2026 Red Door Wealth Management LLC11,200$337K0.0%N/A0.003%
4/22/2026 Aspire Private Capital LLC30,646$922K0.2%+4.7%0.009%
4/22/2026 Janney Montgomery Scott LLC147,797$4.44M0.0%+4.7%0.044%
4/22/2026 Larry Mathis Financial Planning LLC9,357$281K0.3%+10.8%0.003%
4/22/2026 Trilogy Capital Inc.36,230$1.09M0.0%-50.3%0.011%
4/22/2026 Narus Financial Partners LLC10,891$327K0.1%+28.9%0.003%
4/22/2026 Meridian Financial Advisors LLC60,499$1.82M1.0%+4.2%0.018%


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 433 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 ($4.69M), 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 49,886,125 shares in the last 24 months. This purchase volume represents approximately $1.51B in transactions.

Of the 257 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), Allstate Corp ($642.03K), Trilogy Capital Inc. ($561.51K), TIAA Trust National Association ($557.75K), Bank of Nova Scotia ($513.19K), Envestnet Portfolio Solutions Inc. ($440.61K), and Fisher Asset Management LLC ($413.84K).

Institutional investors have sold a total of 75,309,672 shares in the last 24 months. This volume of shares sold represents approximately $2.28B in transactions.



This page (NYSEARCA:SPSB) was last updated on 5/25/2026 by MarketBeat.com Staff.
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