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State Street SPDR Portfolio Corporate Bond ETF
SPBO

58 hedge funds and large institutions have $296M invested in State Street 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

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

22% more capital invested

Capital invested by funds: $243M → $296M (+$53.7M)

7% more funds holding

Funds holding: 54 → 58 (+4)

1.04% more ownership

Funds ownership: 69.59% → 70.63% (+1%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$32.5M
2
Bank of America
Bank of America
North Carolina
+$14.9M
3
PAG
Private Advisor Group
New Jersey
+$8.24M
4
SMM
Stadion Money Management
Georgia
+$3.81M
5
Morgan Stanley
Morgan Stanley
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
ARC
Advisor Resource Council
Texas
-$4.19M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.28M
3
FGAM
Financial Gravity Asset Management
Texas
-$1.94M
4
GM
GeoWealth Management
Illinois
-$555K
5
DLHL
Donald L. Hagan LLC
Florida
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$654K -$112K -3,148 -14%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$648K -$72.5K -2,037 -10%
KAS
28
Kestra Advisory Services
Texas
$602K +$19.6K +552 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$599K -$2.28M -64,148 -79%
FIM
30
Freedom Investment Management
Connecticut
$595K -$71.7K -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 -$88.8K -2,497 -16%
PWM
34
Purus Wealth Management
California
$380K -$125K -3,520 -25%
FHA
35
Flagship Harbor Advisors
Massachusetts
$340K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$332K +$337K +9,464 New
AC
37
Apella Capital
Connecticut
$301K -$242K -6,812 -44%
MSWMA
38
Market Street Wealth Management Advisors
Indiana
$297K – – –
SWP
39
Stratos Wealth Partners
Ohio
$250K -$2.99K -84 -1%
Citigroup
40
Citigroup
New York
$201K – – –
GM
41
GeoWealth Management
Illinois
$133K -$555K -15,590 -80%
GWM
42
Geneos Wealth Management
Colorado
$133K +$48.7K +1,370 +57%
NFG
43
Next Financial Group
Texas
$84K +$29.4K +826 +52%
FRA
44
Front Row Advisors
California
$82K – – –
HWM
45
Holloway Wealth Management
Florida
$47K – – –
GRP
46
Global Retirement Partners
California
$35K -$80.9K -2,275 -69%
UBS Group
47
UBS Group
Switzerland
$35K +$35K +984 New
KIG
48
Kowal Investment Group
Wisconsin
$25K +$25.8K +724 New
HIA
49
Harbor Investment Advisory
Maryland
$18K – – –
FA
50
Faithward Advisors
Pennsylvania
$13K +$71 +2 +0.5%
1
2
3

SPBO Hedge Fund Activity: Q3 2021 in Review

58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2021, worth a combined $296M — up 22% from $243M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPBO positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $32.5M. The largest seller was Advisor Resource Council, cutting an estimated $4.19M.

  • 58 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2021, up from 54 in Q2 2021.
  • Funds reported $296M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2021, up 22% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $32.5M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2021 was Advisor Resource Council, an estimated $4.19M sold.

Based on aggregated 13F filings for Q3 2021.