SPBO icon

SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

54 hedge funds and large institutions have $243M invested in SPDR Portfolio Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
10
Increased
21
Reduced
16
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$82M
2
LPL Financial
2
LPL Financial
California
$67.1M
3
AWM
3
AE Wealth Management
Kansas
$2.65M
4
VAS
4
Vestmark Advisory Solutions
Massachusetts
$1.4M
5
IA
5
IFG Advisory
Georgia
$1.07M

Top Sellers

1
PAG
1
Private Advisor Group
New Jersey
$3.97M
2
SMG
2
Smart Money Group
Texas
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.87M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$1.58M
5
GRP
5
Global Retirement Partners
California
$116K
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
26
Freedom Investment Management
Connecticut
$671K +$151K +4,262 +29%
JCM
27
Jacobi Capital Management
Pennsylvania
$631K +$63K +1,782 +11%
KAS
28
Kestra Advisory Services
Texas
$587K +$272K +7,691 +86%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$559K -$113K -3,192 -17%
AC
30
Apella Capital
Connecticut
$544K +$544K +15,383 New
PFS
31
Prospera Financial Services
Texas
$532K -$2.48K -70 -0.5%
PWM
32
Purus Wealth Management
California
$508K -$17.3K -489 -3%
KFP
33
KMG Fiduciary Partners
Ohio
$480K -$85K -2,400 -15%
OMC
34
Old Mission Capital
Illinois
$473K +$473K +13,355 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$340K -$2.69K -76 -0.8%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$299K +$299K +8,453 New
CWS
37
Cypress Wealth Services
California
$273K -$16.8K -475 -6%
SWP
38
Stratos Wealth Partners
Ohio
$255K -$10.8K -305 -4%
BPA
39
Beacon Pointe Advisors
California
$245K -$3.25K -92 -1%
Citigroup
40
Citigroup
New York
$203K – – –
GRP
41
Global Retirement Partners
California
$116K -$132K -3,743 -53%
GWM
42
Geneos Wealth Management
Colorado
$85K +$44.2K +1,255 +108%
FRA
43
Front Row Advisors
California
$83K – – –
NFG
44
Next Financial Group
Texas
$56K +$1.99K +56 +4%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$40K +$4.91K +139 +14%
HIA
46
Harbor Investment Advisory
Maryland
$18K – – –
FA
47
Faithward Advisors
Pennsylvania
$13K +$103 +3 +0.8%
FWP
48
FAS Wealth Partners
Kansas
$8K +$37 +1 +0.5%
HI
49
Harbour Investments
Wisconsin
$4K +$3.87K +120 +3,000%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54K – – –
1
2
3