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

SPDR Portfolio Short Term Corporate Bond ETF logo
$29.97 +0.02 (+0.07%)
As of 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)
389
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
259
Total
Institutional Outflows
(last 12 months)
$2.65B
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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
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%
5/4/2026Empirical 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%
5/2/2026 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%
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%
4/21/2026 Echo Wealth Management LLC30,499$917K0.5%-38.3%0.009%
4/21/2026 Boston Standard Wealth Management LLC97,138$2.91M0.5%+5.1%0.029%
4/20/2026 Kestra Private Wealth Services LLC75,515$2.27M0.0%-12.3%0.023%
4/20/2026 Factor Wealth Management LTD14,833$446K0.1%N/A0.004%
4/20/2026 Auour Investments LLC12,159$366K0.1%-84.7%0.004%
4/20/2026 TrueMark Investments LLC558,724$16.80M3.3%+10.4%0.168%
4/20/2026 RFG Advisory LLC413,288$12.43M0.2%-1.2%0.124%
4/20/2026 Gilbert Capital Group Inc.69,816$2.10M1.6%+2.3%0.021%
4/17/2026 Capital Wealth Management LLC1,170,745$35.20M9.5%+6.6%0.353%
4/17/2026 Certified Advisory Corp404,924$12.18M1.1%+7.8%0.122%
4/17/2026 AdvisorNet Financial Inc16,726$503K0.0%+5.6%0.005%
4/17/2026 Webster Bank N. A.3,206$96K0.0%N/A0.001%
4/17/2026 Cornerstone Management Inc.531,884$15.99M2.5%+11.8%0.160%
4/16/2026 Capstone Wealth Management Group LLC17,691$534K0.3%-3.5%0.005%
4/16/2026 Sheets Smith Wealth Management17,669$531K0.1%-31.3%0.005%
4/15/2026 Nations Financial Group Inc. IA ADV31,372$943K0.0%-28.9%0.010%
3/20/2026 Hsbc Holdings PLC25,000$755K0.0%-28.6%0.009%
3/17/2026Rockefeller Capital Management L.P.605,633$18.29M0.0%+5.3%0.213%
3/13/2026 World Investment Advisors22,154$669K0.0%+179.9%0.008%
3/12/2026Nalls Sherbakoff Group LLC2,500$76K0.1%N/A0.001%
3/11/2026 Larry Mathis Financial Planning LLC8,448$255K0.2%N/A0.003%
3/9/2026Corient Private Wealth LLC70,993$2.14M0.0%-10.6%0.025%
3/5/2026 Storen Legacy Partners LLC6,999$211K0.1%N/A0.002%
3/5/2026Bush Investment Group LLC145,459$4.39M2.5%+1.5%0.051%
2/26/2026 BDFS Capital LLC12,472$377K0.2%N/A0.004%
2/26/2026SSA Swiss Advisors AG49,483$1.50M0.7%-42.0%0.017%
2/24/2026 DGS Capital Management LLC109,257$3.30M0.6%+1.4%0.038%
2/24/2026 Astoria Portfolio Advisors LLC.14,552$441K0.1%-13.3%0.005%
2/20/2026Larch Capital Partners LLC11,115$336K0.0%N/A0.004%
2/19/2026Mcguire Capital Advisors Inc.2,380$72K0.0%N/A0.001%
2/19/2026Corient Private Wealth LLC70,993$2.14M0.0%-10.6%0.025%
2/18/2026Strive Financial Group LLC1,162$35K0.0%N/A0.000%
2/18/2026Mercer Global Advisors Inc. ADV34,086$1.03M0.0%+18.8%0.012%
2/18/2026Caitlin John LLC141,542$4.28M2.8%+179.3%0.050%
2/18/2026Wealthspire Retirement LLC757,882$22.89M1.4%+3.6%0.266%
2/18/2026EP Wealth Advisors LLC72,737$2.20M0.0%N/A0.026%


SPSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SPSB shares?

During the previous two years, 523 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 ($149.12M), 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.

Which institutional investors have been buying SPDR Portfolio Short Term Corporate Bond ETF's stock?

Of the 424 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), Allstate Corp ($2.77M), LPL Financial LLC ($1.52M), Valmark Advisers Inc. ($1.39M), and Manning & Napier Advisors LLC ($1.36M).

How much institutional buying is happening at SPDR Portfolio Short Term Corporate Bond ETF?

Institutional investors have bought a total of 46,022,577 shares in the last 24 months. This purchase volume represents approximately $1.39B in transactions.

Which of SPDR Portfolio Short Term Corporate Bond ETF's major shareholders have been selling company stock?

Of the 258 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. ($76.14M), Allstate Corp ($642.03K), TIAA Trust National Association ($561.71K), Trilogy Capital Inc. ($561.51K), Bank of Nova Scotia ($513.19K), Envestnet Portfolio Solutions Inc. ($440.61K), and Fisher Asset Management LLC ($413.84K).

How much institutional selling is happening at SPDR Portfolio Short Term Corporate Bond ETF?

Institutional investors have sold a total of 87,657,030 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.


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