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State Street SPDR Portfolio Corporate Bond ETF

55 hedge funds and large institutions have $181M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.85% less ownership

Funds ownership: 69.69%56.83% (-13%)

23% less funds holding

Funds holding: 7155 (-16)

28% less capital invested

Capital invested by funds: $252M → $181M (-$70.9M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

87% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 15

Holders
55
Holders Change
-16
Holders Change %
-22.54%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
19
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
26
Jacobi Capital Management
Pennsylvania
$638K -$3.23K -98 -0.5%
CW
27
CreativeOne Wealth
Kansas
$551K -$228K -6,902 -29%
FIM
28
Freedom Investment Management
Connecticut
$520K -$12.3K -372 -2%
DLHL
29
Donald L. Hagan LLC
Florida
$510K -$459K -13,903 -47%
LFA
30
Laraway Financial Advisors
Minnesota
$445K +$61.4K +1,860 +15%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$415K -$2.8M -84,954 -87%
Osaic Holdings
32
Osaic Holdings
Arizona
$351K -$372K -11,257 -51%
KFP
33
KMG Fiduciary Partners
Ohio
$284K -$154K -4,667 -34%
CWM
34
Cornerstone Wealth Management
Missouri
$260K +$24.8K +751 +10%
GWM
35
Geneos Wealth Management
Colorado
$246K +$115K +3,476 +82%
GKWIM
36
Gerber Kawasaki Wealth & Investment Management
California
$225K +$1.29K +39 +3%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$224K -$585K -17,717 -72%
EH
38
Equitable Holdings
New York
$213K -$155K -4,691 -41%
SWP
39
Stratos Wealth Partners
Ohio
$200K -$2.37M -71,732 -92%
Citigroup
40
Citigroup
New York
$183K
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$145K -$163K -4,947 -52%
KSWA
42
Kathleen S. Wright Associates
Pennsylvania
$128K +$99.5K +3,013 +307%
FRA
43
Front Row Advisors
California
$75K
IA
44
IFP Advisors
Florida
$24K +$25.4K +769 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$22K
Wells Fargo
46
Wells Fargo
California
$20K +$12.2K +370 +142%
HIA
47
Harbor Investment Advisory
Maryland
$16K
GRP
48
Global Retirement Partners
California
$12K
FA
49
Faithward Advisors
Pennsylvania
$12K +$66 +2 +0.5%
FWP
50
FAS Wealth Partners
Kansas
$7K +$33 +1 +0.5%

SPBO Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2022, worth a combined $181M — down 28% from $252M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPBO and 2 opened new positions — a net loss of 13 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $18.1M.

  • 55 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $181M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2022, down 28% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2022 and 15 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2022.