We are live on ! Find out more
SPBO icon

State Street SPDR Portfolio Corporate Bond ETF
SPBO

46 hedge funds and large institutions have $193M invested in State Street SPDR Portfolio Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

23% more capital invested

Capital invested by funds: $156M → $193M (+$36.4M)

18% more funds holding

Funds holding: 39 → 46 (+7)

0.16% less ownership

Funds ownership: 62.02% → 61.86% (-0.16%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
21
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.56M
3
Bank of America
Bank of America
North Carolina
+$4.32M
4
FAIM
Financial Advocates Investment Management
Washington
+$2.56M
5
SMM
Stadion Money Management
Georgia
+$710K

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$3.8M
2
SL
Systelligence LLC
Minnesota
-$2.66M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
4
Jane Street
Jane Street
New York
-$570K
5
Osaic Holdings
Osaic Holdings
Arizona
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$489K – – –
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$476K +$470K +13,154 New
KAS
28
Kestra Advisory Services
Texas
$432K +$421K +11,779 +8,295%
WWM
29
Western Wealth Management
Colorado
$357K +$536 +15 +0.2%
BPA
30
Beacon Pointe Advisors
California
$269K -$26.5K -742 -9%
GRP
31
Global Retirement Partners
California
$250K +$247K +6,912 New
SWP
32
Stratos Wealth Partners
Ohio
$225K +$222K +6,221 New
CWS
33
Cypress Wealth Services
California
$224K +$222K +6,197 New
Citigroup
34
Citigroup
New York
$208K – – –
RJFSA
35
Raymond James Financial Services Advisors
Florida
$204K -$25.5K -714 -11%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$91K -$16.7K -466 -16%
FRA
37
Front Row Advisors
California
$85K – – –
GWM
38
Geneos Wealth Management
Colorado
$41K +$23.9K +667 +126%
NFG
39
Next Financial Group
Texas
$21K +$12.7K +356 +170%
FA
40
Faithward Advisors
Pennsylvania
$14K +$143 +4 +1%
HIA
41
Harbor Investment Advisory
Maryland
$14K +$13.4K +375 New
FWP
42
FAS Wealth Partners
Kansas
$8K -$175K -4,887 -96%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.62K +$3.58K +100 New
CAAS
44
Capital Asset Advisory Services
Michigan
$2K – – –
IHWM
45
Iron Horse Wealth Management
Iowa
$1K +$1.18K +33 New
LFAS
46
Level Four Advisory Services
Texas
– -$3.8M -107,287 Closed
SL
47
Systelligence LLC
Minnesota
– -$2.66M -75,027 Closed
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
– -$1.11M -31,252 Closed
VRM
49
Vectors Research Management
New York
– -$152K -4,300 Closed
1
2

SPBO Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2020, worth a combined $193M — up 23% from $156M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPBO positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $3.8M sold.

  • 46 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2020, up from 39 in Q3 2020.
  • Funds reported $193M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2020 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2020 was LPL Financial, an estimated $16.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2020 was Level Four Advisory Services, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2020.