SPDR Portfolio Short Term Corporate Bond

SPSB • ARCA

SPDR Portfolio Short Term Corporate Bond is an exchange-traded fund on ARCA. As of Q3 2025, 538 institutional investors hold shares in this ETF, with total holdings valued at $5.9B. Creative Planning is the largest holder with a position valued at $1.5B.

Overview

Overview of institutional ownership in SPSB as of Q3 2025

All Institutions

Institutions: 538
Value Held: $5.9B
Shares Held: 194.4M
Avg Position: $10.9M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 7
Value Held: $106.9M
Shares Held: 3.5M
Avg Position: $15.3M
Median Position: $3.3M

Biggest Investors

Institutions with the largest positions in SPSB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Creative Planning RIA/Wealth	Peter Alex Mallouk CEO	$1.5B 1.13% of portfolio	48.8M shares	Q3 2019 Held for 6y 2m	$130.86B
Valmark Advisers, Inc. RIA/Wealth	Lawrence Joseph Rybka President	$254.3M 3.30% of portfolio	8.4M shares	≤ Q2 2013 Held for 12y 5m+	$7.7B
L LPL Financial LLC Institution	-	$239.5M 0.07% of portfolio	7.9M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$233.1M 0.01% of portfolio	7.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$149.1M 0.01% of portfolio	4.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$139.9M 0.04% of portfolio	4.6M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
ALLSTATE CORP Institution	Don Civgin CEO	$132.5M 3.03% of portfolio	4.4M shares	Q2 2022 Held for 3y 5m	$4.4B
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$132.5M 0.21% of portfolio	4.4M shares	Q2 2015 Held for 10y 5m	$62.0B
Advisory Alpha, LLC RIA/Wealth	Steve Mark Osterink Managing Partner	$128.0M 3.57% of portfolio	4.2M shares	Q1 2024 Held for 1y 8m	$3.6B
R ROYAL BANK OF CANADA Institution	-	$118.0M 0.02% of portfolio	3.9M shares	≤ Q2 2013 Held for 12y 5m+	$542.04B

Net Capital Flow

Institutional buying and selling activity for SPSB in Q3 2025

Traded: +$429.0M
Buyers: 289
Sellers: 209
Total Bought: +$663.3M
Total Sold: −$234.3M
Avg Position: $10.0M

Biggest Buyers

Institution	Net Bought	Current Position
Creative Planning RIA/Wealth	+$103.0M +3.4M shares	$1.5B 48.8M shares
R ROYAL BANK OF CANADA Institution	+$101.7M +3.4M shares	$118.0M 3.9M shares
ALLSTATE CORP Institution	+$66.1M +2.2M shares	$132.5M 4.4M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$22.5M +741.4K shares	$139.9M 4.6M shares
First Command Advisory Services, Inc. RIA/Wealth	+$21.3M +704.1K shares	$24.3M 803.8K shares
MCF Advisors LLC RIA/Wealth	+$20.9M +691.2K shares	$87.5M 2.9M shares
Cetera Investment Advisers RIA/Wealth	+$19.8M +655.3K shares	$49.2M 1.6M shares
BIP Wealth, LLC RIA/Wealth	+$17.7M +584.4K shares	$39.1M 1.3M shares
Baird Financial Group, Inc. Private Equity	+$17.4M +575.0K shares	$132.5M 4.4M shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$14.0M +462.0K shares	$30.1M 993.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
SoundView Advisors Inc. RIA/Wealth	−$29.6M −980.9K shares	Sold Off 0 shares
M Holdings Securities, Inc. RIA/Wealth	−$14.5M −478.4K shares	$1.7M 56.5K shares
BANK OF NOVA SCOTIA / Institution	−$12.8M −425.0K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$11.9M −391.3K shares	$62.8M 2.1M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	−$11.0M −365.0K shares	Sold Off 0 shares
Walker Financial Services, Inc. RIA/Wealth	−$10.8M −356.8K shares	$29.4M 971.8K shares
ZAZOVE ASSOCIATES LLC Hedge Fund•Multi-Strategy	−$9.1M −300.0K shares	Sold Off 0 shares
Warren Averett Asset Management, LLC RIA/Wealth	−$7.9M −262.1K shares	$21.4M 705.3K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$7.6M −252.4K shares	$2.7M 88.9K shares
F Fisher Asset Management, LLC Institution	−$7.0M −231.4K shares	$33.5M 1.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SPSB in Q3 2025

New Positions: 29
New Value: $30.2M
Exited Positions: 48
Exited Value: $94.9M

New Positions

Institution	Position Value
Summit Financial, LLC RIA/Wealth	$7.6M 251.2K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	$5.0M 166.1K shares
Marmo Financial Group, LLC RIA/Wealth	$4.9M 160.5K shares
W Whalen Wealth Management Inc. RIA/Wealth	$2.3M 75.0K shares
KING LUTHER CAPITAL MANAGEMENT CORP Long Only Manager	$1.8M 58.1K shares
SEVEN MILE ADVISORY RIA/Wealth	$1.6M 51.6K shares
Prosperity Consulting Group, LLC RIA/Wealth	$1.3M 42.0K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$961.6K 31.7K shares
Intrua Financial, LLC RIA/Wealth	$860.7K 28.4K shares
Mach-1 Financial Group, Inc. RIA/Wealth	$710.7K 23.5K shares

Exited Positions

Institution	Previous Position
SoundView Advisors Inc. RIA/Wealth	$29.6M 980.9K shares
BANK OF NOVA SCOTIA / Institution	$12.8M 425.0K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	$11.0M 365.0K shares
ZAZOVE ASSOCIATES LLC Hedge Fund•Multi-Strategy	$9.1M 300.0K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$6.0M 199.7K shares
Q Quadrature Capital Ltd Institution	$5.4M 179.2K shares
Financial Advocates Investment Management RIA/Wealth	$5.3M 174.0K shares
S Systelligence, LLC Institution	$3.8M 126.5K shares
T Tower Research Capital LLC Institution	$2.4M 79.6K shares
Nilsine Partners, LLC RIA/Wealth	$1.9M 63.5K shares

Options Activity

Institutions with the largest Call and Put options positions in SPSB as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with SPSB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
McCarthy Asset Management, Inc. RIA/Wealth	Stephen Peter Mccarthy President	17.41% $27.1M	895.4K shares	Q2 2024 Held for 1y 5m	$155.8M
Walker Financial Services, Inc. RIA/Wealth	Scott Douglas Walker CEO	11.45% $29.4M	971.8K shares	Q2 2022 Held for 3y 5m	$257.1M
Woodside Wealth Management LLC RIA/Wealth	Cheryl Ann Costa Member	11.25% $14.3M	471.0K shares	Q1 2025 Held for 8 months	$126.9M
CAPITAL WEALTH MANAGEMENT, LLC RIA/Wealth	Lee Alan Duckworth CEO	10.85% $31.2M	1.0M shares	Q2 2022 Held for 3y 5m	$287.4M
HORIZON FINANCIAL SERVICES, LLC RIA/Wealth	John Joseph Brais Managing Partner	7.43% $15.6M	514.2K shares	Q1 2024 Held for 1y 8m	$209.6M
Flagstone Financial Management RIA/Wealth	Michael Tate Johnson Managing Partner	6.52% $24.7M	816.3K shares	Q4 2022 Held for 2y 11m	$379.0M
S SWMG, LLC Institution	-	5.65% $18.2M	600.9K shares	Q3 2023 Held for 2y 2m	$322.3M
ARKANSAS FINANCIAL GROUP, INC. RIA/Wealth	Fredrick Earl Adkins CEO	5.62% $38.1M	1.3M shares	Q2 2022 Held for 3y 5m	$677.4M
C Concord Asset Management, LLC/VA RIA/Wealth	Gary Neil Aiken CIO	5.51% $30.3M	1.0M shares	Q4 2022 Held for 2y 11m	$550.5M
MCF Advisors LLC RIA/Wealth	David Lee Harris CEO	5.36% $87.5M	2.9M shares	Q3 2022 Held for 3y 2m	$1.6B

Hedge Fund Spotlight

Discover hedge funds investing in SPSB

Engineers Gate Manager LP

Hedge Fund • Quant

Portfolio ManagerRobert Gregory Eisner

Portfolio Value: $8.8B
Positions: 2,112
Last Reported: Q3 2025

Sector Allocation

Position in SPDR Portfolio Short Term Corporate Bond

Market Value: $2.0M
Shares Held: 66.7K
Portfolio Weight: 0.02%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 Invesco QQQ Trust QQQ	ETF ETF	$155.2M	1.77%
2 SPDR S&P 500 ETF Trust SPY	ETF ETF	$115.3M	1.32%
3 Sabra Healthcare SBRA	REIT - Healthcare Facilities Real Estate	$112.9M	1.29%