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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

58 hedge funds and large institutions have $296M invested in SPDR Portfolio Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
23
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$98.6M
2
Bank of America
2
Bank of America
North Carolina
$96M
3
PAG
3
Private Advisor Group
New Jersey
$12.1M
4
SMM
4
Stadion Money Management
Georgia
$42.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.26M

Top Sellers

1
ARC
1
Advisor Resource Council
Texas
$1.09M
2
Citadel Advisors
2
Citadel Advisors
Florida
$599K
3
FGAM
3
Financial Gravity Asset Management
Texas
$3.05M
4
GM
4
GeoWealth Management
Illinois
$133K
5
DLHL
5
Donald L. Hagan LLC
Florida
$978K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$654K -$111K -3,148 -14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$648K -$71.5K -2,037 -10%
KAS
28
Kestra Advisory Services
Texas
$602K +$19.4K +552 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$599K -$2.25M -64,148 -79%
FIM
30
Freedom Investment Management
Connecticut
$595K -$70.7K -2,015 -11%
KFP
31
KMG Fiduciary Partners
Ohio
$476K – – –
OMC
32
Old Mission Capital
Illinois
$469K – – –
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$467K -$87.6K -2,497 -16%
PWM
34
Purus Wealth Management
California
$380K -$123K -3,520 -25%
FHA
35
Flagship Harbor Advisors
Massachusetts
$340K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$332K +$332K +9,464 New
AC
37
Apella Capital
Connecticut
$301K -$239K -6,812 -44%
MSWMA
38
Market Street Wealth Management Advisors
Indiana
$297K – – –
SWP
39
Stratos Wealth Partners
Ohio
$250K -$2.95K -84 -1%
Citigroup
40
Citigroup
New York
$201K – – –
GM
41
GeoWealth Management
Illinois
$133K -$546K -15,590 -80%
GWM
42
Geneos Wealth Management
Colorado
$133K +$48.2K +1,370 +57%
NFG
43
Next Financial Group
Texas
$84K +$28.9K +826 +52%
FRA
44
Front Row Advisors
California
$82K – – –
HWM
45
Holloway Wealth Management
Florida
$47K – – –
GRP
46
Global Retirement Partners
California
$35K -$79.4K -2,275 -69%
UBS Group
47
UBS Group
Switzerland
$35K +$35K +984 New
KIG
48
Kowal Investment Group
Wisconsin
$25K +$25K +724 New
HIA
49
Harbor Investment Advisory
Maryland
$18K – – –
FA
50
Faithward Advisors
Pennsylvania
$13K +$68 +2 +0.5%
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2
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