State Street SPDR Portfolio Corporate Bond ETF
SPBO
31 hedge funds and large institutions have $78.2M invested in State Street SPDR Portfolio Corporate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
43% more capital invested
Capital invested by funds: $54.6M → $78.2M (+$23.6M)
24% more funds holding
Funds holding: 25 → 31 (+6)
10.44% more ownership
Funds ownership: 53.88% → 64.32% (+10%)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.8M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$7.53M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.7M |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$878K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$682K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.52M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.45M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$1.7M |
| 4 |
G
Gainplan
Bloomfield Hills,
Michigan
|
-$459K |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FA
26
Faithward Advisors
Lancaster,
Pennsylvania
| $12K | -$118K | -3,498 | -91% |
|
27
UBS Group
Zurich,
Switzerland
| $9K | +$9.47K | +281 | New |
|
|
MWM
28
MBE Wealth Management
Tomah,
Wisconsin
| $8K | +$8.59K | +255 | New |
|
|
TCM
29
Tradewinds Capital Management
Bellingham,
Washington
| $5K | +$5.42K | +161 | New |
|
|
FGAM
30
Financial Gravity Asset Management
Lakeway,
Texas
| $647 | +$666K | +19,760 | New |
|
|
31
Citadel Advisors
Miami,
Florida
| – | -$2.45M | -72,414 | Closed |
|
|
G
32
Gainplan
Bloomfield Hills,
Michigan
| – | -$459K | -13,573 | Closed |
|
|
FTUS
33
Flow Traders U.S.
New York
| – | -$353K | -10,441 | Closed |
|
|
IAA
34
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$311K | -9,199 | Closed |
|
|
ASN
35
Advisory Services Network
Atlanta,
Georgia
| – | -$35K | -1,040 | Closed |
|
36
BlackRock
New York
| – | -$1K | -21 | Closed |
|
37
Wells Fargo
San Francisco,
California
| – | +$34 | +1 | New |
|
SPBO Hedge Fund Activity: Q1 2020 in Review
31 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2020, worth a combined $78.2M — up 43% from $54.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SPBO positions and 6 closed out — a net gain of 9 holders — while 7 added to existing stakes and 8 trimmed.
The largest buyer was Bank of America, adding an estimated $19.8M. The largest seller was Jane Street, cutting an estimated $2.52M.
- 31 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2020, up from 25 in Q4 2019.
- Funds reported $78.2M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2020, up 43% quarter-over-quarter.
- 15 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2020 and 6 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2020 was Bank of America, an estimated $19.8M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2020 was Jane Street, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2020.