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State Street SPDR Portfolio Corporate Bond ETF
SPBO

54 hedge funds and large institutions have $243M invested in State Street 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

900% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 1

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

22% more capital invested

Capital invested by funds: $200M → $243M (+$43M)

15% more funds holding

Funds holding: 47 → 54 (+7)

6.5% more ownership

Funds ownership: 63.09% → 69.59% (+6.5%)

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

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$14M
2
LPL Financial
LPL Financial
California
+$13M
3
AWM
AE Wealth Management
Kansas
+$2.61M
4
VAS
Vestmark Advisory Solutions
Massachusetts
+$1.37M
5
IA
IFG Advisory
Georgia
+$1.05M

Top Sellers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
-$5.5M
2
SMG
Smart Money Group
Texas
-$1.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.61M
4
MIAN
Mariner Independent Advisor Network
Kansas
-$963K
5
GRP
Global Retirement Partners
California
-$130K
Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
26
Freedom Investment Management
Connecticut
$671K +$149K +4,262 +29%
JCM
27
Jacobi Capital Management
Pennsylvania
$631K +$62.1K +1,782 +11%
KAS
28
Kestra Advisory Services
Texas
$587K +$268K +7,691 +86%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$559K -$111K -3,192 -17%
AC
30
Apella Capital
Connecticut
$544K +$536K +15,383 New
PFS
31
Prospera Financial Services
Texas
$532K -$2.44K -70 -0.5%
PWM
32
Purus Wealth Management
California
$508K -$17K -489 -3%
KFP
33
KMG Fiduciary Partners
Ohio
$480K -$83.6K -2,400 -15%
OMC
34
Old Mission Capital
Illinois
$473K +$465K +13,355 New
FHA
35
Flagship Harbor Advisors
Massachusetts
$340K -$2.65K -76 -0.8%
MSWMA
36
Market Street Wealth Management Advisors
Indiana
$299K +$295K +8,453 New
CWS
37
Cypress Wealth Services
California
$273K -$16.6K -475 -6%
SWP
38
Stratos Wealth Partners
Ohio
$255K -$10.6K -305 -4%
BPA
39
Beacon Pointe Advisors
California
$245K -$3.21K -92 -1%
Citigroup
40
Citigroup
New York
$203K – – –
GRP
41
Global Retirement Partners
California
$116K -$130K -3,743 -53%
GWM
42
Geneos Wealth Management
Colorado
$85K +$43.7K +1,255 +108%
FRA
43
Front Row Advisors
California
$83K – – –
NFG
44
Next Financial Group
Texas
$56K +$1.95K +56 +4%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$40K +$4.84K +139 +14%
HIA
46
Harbor Investment Advisory
Maryland
$18K – – –
FA
47
Faithward Advisors
Pennsylvania
$13K +$105 +3 +0.8%
FWP
48
FAS Wealth Partners
Kansas
$8K +$35 +1 +0.5%
HI
49
Harbour Investments
Wisconsin
$4K +$4.18K +120 +3,000%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.54K – – –
1
2
3

SPBO Hedge Fund Activity: Q2 2021 in Review

54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2021, worth a combined $243M — up 22% from $200M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPBO positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Bank of America, adding an estimated $14M. The largest seller was Private Advisor Group, cutting an estimated $5.5M.

  • 54 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2021, up from 47 in Q1 2021.
  • Funds reported $243M of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2021, up 22% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2021 and 1 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $14M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2021 was Private Advisor Group, an estimated $5.5M sold.

Based on aggregated 13F filings for Q2 2021.