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

SPDR Portfolio Short Term Corporate Bond ETF logo
$29.82 +0.01 (+0.02%)
As of 02:08 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)
344
Total
Institutional Inflows
(last 12 months)
$1.06B
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$2.17B
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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
9/2/2026 Brown Lisle Cummings Inc.1,397$42K0.0%+300.3%0.000%
8/27/2026 Corient Private Wealth LP69,870$2.10M0.0%-6.8%0.020%
8/26/2026 Wellington Grp LLC303,490$9.11M2.3%+2.2%0.085%
8/23/2026 Ameritas Advisory Services LLC222,211$6.67M0.1%+287.3%0.062%
8/23/2026 Guardian Wealth Advisors LLC NC100,560$3.02M0.2%N/A0.028%
8/23/2026 HB Wealth Management LLC7,202$216K0.0%N/A0.002%
8/22/2026 NBH Bank9,023$271K0.1%N/A0.003%
8/22/2026 Cooke Wealth Management LLC258,544$7.76M6.4%+1.2%0.073%
8/22/2026 Rogco LP501,723$15.06M4.7%+3.9%0.141%
8/22/2026 United Community Bank48,760$1.46M0.5%+18.7%0.014%
8/21/2026 Rodgers & Associates LTD1,764,606$52.96M4.0%+5.9%0.496%
8/21/2026 Continuum Advisory LLC12,503$375K0.0%+62.9%0.004%
8/21/2026 Orion Capital Management LLC40,991$1.23M0.4%+10.6%0.012%
8/21/2026 Capital Wealth Management LLC1,227,718$36.84M7.6%+4.9%0.345%
8/21/2026 Rinkey Investments9,456$284K0.1%+5.7%0.003%
8/20/2026 Nwam LLC9,209$276K0.0%N/A0.003%
8/13/2026 Capital Square LLC85,547$2.56M1.1%N/A0.024%
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%0.110%
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 CT12,105$363K0.2%+3.4%0.003%
6/3/2026 Parallel Advisors LLC40,272$1.21M0.0%+1.6%0.012%
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6/3/2026 NewEdge Advisors LLC79,487$2.39M0.0%+24.4%0.024%
5/22/2026 Wellington 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%
5/14/2026Gibbs 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%
5/5/2026Signet 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%
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%
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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%


SPSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 530 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 437 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 35,088,917 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Of the 204 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), SimpliFi Inc. ($394.50K), Walker Financial Services Inc. ($378.17K), Royal Bank of Canada ($335.55K), and Stratos Wealth Partners LTD. ($307.01K).

Institutional investors have sold a total of 71,654,785 shares in the last 24 months. This volume of shares sold represents approximately $2.17B in transactions.


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Institutional ownership data for NYSEARCA:SPSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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