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State Street SPDR Portfolio Corporate Bond ETF

39 hedge funds and large institutions have $156M invested in State Street SPDR Portfolio Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

37% more capital invested

Capital invested by funds: $114M → $156M (+$42.1M)

15% more funds holding

Funds holding: 3439 (+5)

2.51% more ownership

Funds ownership: 59.51%62.02% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
4
Closed
6
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$227K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
26
Flagship Harbor Advisors
Massachusetts
$320K +$190K +5,325 +143%
MML Investors Services
27
MML Investors Services
Massachusetts
$308K +$310K +8,683 New
BPA
28
Beacon Pointe Advisors
California
$290K -$229K -6,395 -44%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$225K +$227K +6,356 New
Citigroup
30
Citigroup
New York
$203K -$227K -6,355 -53%
FWP
31
FAS Wealth Partners
Kansas
$181K +$1.18K +33 +0.7%
VRM
32
Vectors Research Management
New York
$152K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$106K +$107K +2,979 New
FRA
34
Front Row Advisors
California
$84K
GWM
35
Geneos Wealth Management
Colorado
$18K +$18.9K +530 New
FA
36
Faithward Advisors
Pennsylvania
$13K +$72 +2 +0.5%
NFG
37
Next Financial Group
Texas
$7K +$7.51K +210 New
CAAS
38
Capital Asset Advisory Services
Michigan
$2K +$1.86K +52 New
CCFM
39
Clear Creek Financial Management
Washington
-$2.52M -71,564 Closed
CWS
40
Cypress Wealth Services
California
-$237K -6,636 Closed
TFA
41
Transamerica Financial Advisors
Florida
-$18K -486 Closed
LFG
42
LifePlan Financial Group
Ohio
-$15K -434 Closed
TCM
43
Tradewinds Capital Management
Washington
-$3K -85 Closed
MWA
44
MFA Wealth Advisors
Pennsylvania
-$609 -17 Closed
Wells Fargo
45
Wells Fargo
California
+$36 +1 New

SPBO Hedge Fund Activity: Q3 2020 in Review

39 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2020, worth a combined $156M — up 37% from $114M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPBO positions and 6 closed out — a net gain of 5 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.7M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $2.52M sold.

  • 39 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2020, up from 34 in Q2 2020.
  • Funds reported $156M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2020, up 37% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2020 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2020 was LPL Financial, an estimated $22.7M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2020 was Clear Creek Financial Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.