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State Street SPDR Portfolio Corporate Bond ETF

47 hedge funds and large institutions have $200M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4647 (+1)

1.23% more ownership

Funds ownership: 61.86%63.09% (+1.2%)

4% more capital invested

Capital invested by funds: $193M → $200M (+$6.89M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
26
Prospera Financial Services
Texas
$520K +$56.2K +1,600 +12%
PWM
27
Purus Wealth Management
California
$511K +$9.06K +258 +2%
FIM
28
Freedom Investment Management
Connecticut
$506K +$517K +14,710 New
FHA
29
Flagship Harbor Advisors
Massachusetts
$333K -$158K -4,500 -32%
KAS
30
Kestra Advisory Services
Texas
$307K -$106K -3,012 -25%
CWS
31
Cypress Wealth Services
California
$282K +$70.2K +2,000 +32%
SWP
32
Stratos Wealth Partners
Ohio
$258K +$45K +1,280 +21%
BPA
33
Beacon Pointe Advisors
California
$242K -$14.8K -422 -6%
GRP
34
Global Retirement Partners
California
$242K +$3.83K +109 +2%
Citigroup
35
Citigroup
New York
$197K
FRA
36
Front Row Advisors
California
$80K
NFG
37
Next Financial Group
Texas
$52K +$33.6K +957 +169%
GWM
38
Geneos Wealth Management
Colorado
$40K -$1.41K -40 -3%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$34K -$53.4K -1,520 -60%
HIA
40
Harbor Investment Advisory
Maryland
$17K +$4.39K +125 +33%
FA
41
Faithward Advisors
Pennsylvania
$13K +$35 +1 +0.3%
FWP
42
FAS Wealth Partners
Kansas
$8K +$35 +1 +0.5%
FGAM
43
Financial Gravity Asset Management
Texas
$4.49K +$1.59M +45,271 +53%
FDCDDQ
44
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.44K
CAAS
45
Capital Asset Advisory Services
Michigan
$2K
IHWM
46
Iron Horse Wealth Management
Iowa
$1K
Jane Street
47
Jane Street
New York
-$2.68M -74,038 Closed
MSAM
48
Moloney Securities Asset Management
Missouri
-$1.36M -37,580 Closed
WWM
49
Western Wealth Management
Colorado
-$357K -9,869 Closed
RJFSA
50
Raymond James Financial Services Advisors
Florida
-$204K -5,642 Closed

SPBO Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2021, worth a combined $200M — up 3.6% from $193M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPBO positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $27.5M. The largest seller was Citadel Advisors, cutting an estimated $7.48M.

  • 47 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $200M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $27.5M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $7.48M sold.

Based on aggregated 13F filings for Q1 2021.