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State Street SPDR Portfolio Corporate Bond ETF
SPBO

71 hedge funds and large institutions have $252M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

22% more funds holding

Funds holding: 58 → 71 (+13)

0.94% less ownership

Funds ownership: 70.63% → 69.69% (-0.94%)

15% less capital invested

Capital invested by funds: $296M → $252M (-$44.5M)

Holders
71
Holders Change
+13
Holders Change %
+22.41%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
26
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$20.7M
2
Jane Street
Jane Street
New York
+$10.9M
3
DJSG
D.J. St. Germain
Massachusetts
+$8.37M
4
ARC
Advisor Resource Council
Texas
+$8.3M
5
CI
CX Institutional
Indiana
+$4.72M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$75.5M
2
LPL Financial
LPL Financial
California
-$32.9M
3
SMM
Stadion Money Management
Georgia
-$3.91M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
-$2.36M
5
VAS
Vestmark Advisory Solutions
Massachusetts
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
26
Prospera Financial Services
Texas
$959K +$168K +4,800 +21%
CWM
27
Collaborative Wealth Management
Florida
$901K +$906K +25,869 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$894K +$252K +7,211 +39%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$860K +$213K +6,089 +33%
CW
30
CreativeOne Wealth
Kansas
$840K -$98.2K -2,804 -10%
Osaic Holdings
31
Osaic Holdings
Arizona
$774K -$16.9K -484 -2%
KAS
32
Kestra Advisory Services
Texas
$699K +$102K +2,920 +17%
JCM
33
Jacobi Capital Management
Pennsylvania
$697K +$19.3K +550 +3%
FIM
34
Freedom Investment Management
Connecticut
$579K -$11.6K -331 -2%
FTUS
35
Flow Traders U.S.
New York
$569K +$573K +16,360 New
OMC
36
Old Mission Capital
Illinois
$500K +$35.2K +1,005 +8%
KFP
37
KMG Fiduciary Partners
Ohio
$472K – – –
AP
38
Advisors Preferred
Maryland
$433K +$439K +12,544 New
CFMC
39
Curbstone Financial Management Corp
New Hampshire
$420K +$423K +12,070 New
LFA
40
Laraway Financial Advisors
Minnesota
$419K +$421K +12,030 New
EH
41
Equitable Holdings
New York
$395K +$397K +11,350 New
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$381K +$383K +10,953 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$330K -$134K -3,818 -29%
FHA
44
Flagship Harbor Advisors
Massachusetts
$324K -$10.5K -300 -3%
MSWMA
45
Market Street Wealth Management Advisors
Indiana
$294K – – –
PWM
46
Purus Wealth Management
California
$257K -$121K -3,459 -32%
CWM
47
Cornerstone Wealth Management
Missouri
$255K +$258K +7,364 New
GKWIM
48
Gerber Kawasaki Wealth & Investment Management
California
$241K +$36K +1,027 +663%
WAP
49
Wealthcare Advisory Partners
Pennsylvania
$219K -$2.36M -67,291 -91%
IWM
50
IHT Wealth Management
Illinois
$202K +$203K +5,809 New
1
2
3 4

SPBO Hedge Fund Activity: Q4 2021 in Review

71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2021, worth a combined $252M — down 15% from $296M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPBO positions and 5 closed out — a net gain of 13 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.7M. The largest seller was Bank of America, cutting an estimated $75.5M.

  • 71 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $252M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2021, down 15% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2021 and 5 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2021 was Morgan Stanley, an estimated $20.7M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2021 was Bank of America, an estimated $75.5M sold.

Based on aggregated 13F filings for Q4 2021.