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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

60 hedge funds and large institutions have $220M invested in SPDR Portfolio Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$29.1M
2
Bank of America
2
Bank of America
North Carolina
$21.7M
3
DJSG
3
D.J. St. Germain
Massachusetts
$29.4M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$5.24M
5
ARC
5
Advisor Resource Council
Texas
$6.59M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.03M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.84M
5
CI
5
CX Institutional
Indiana
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
Collaborative Wealth Management
Florida
$729K +$729K +24,639 New
IA
27
IFG Advisory
Georgia
$666K -$22.5K -761 -3%
JCM
28
Jacobi Capital Management
Pennsylvania
$626K +$36.4K +1,231 +6%
LFA
29
Laraway Financial Advisors
Minnesota
$591K +$180K +6,080 +44%
FIM
30
Freedom Investment Management
Connecticut
$459K -$22K -745 -5%
CWM
31
Cornerstone Wealth Management
Missouri
$451K +$211K +7,154 +88%
Osaic Holdings
32
Osaic Holdings
Arizona
$425K +$98.8K +3,326 +30%
BlackRock
33
BlackRock
New York
$414K +$414K +14,000 New
GWM
34
Geneos Wealth Management
Colorado
$410K +$181K +6,073 +79%
CW
35
CreativeOne Wealth
Kansas
$270K -$239K -8,089 -47%
AFG
36
Arkansas Financial Group
Arkansas
$267K +$267K +9,017 New
KSWA
37
Kathleen S. Wright Associates
Pennsylvania
$244K +$126K +4,260 +107%
DLHL
38
Donald L. Hagan LLC
Florida
$238K -$233K -7,880 -49%
EH
39
Equitable Holdings
New York
$221K +$23.7K +801 +12%
MA
40
Mutual Advisors
Nebraska
$221K +$221K +7,457 New
Citigroup
41
Citigroup
New York
$87K -$81.5K -2,772 -48%
PTC
42
Private Trust Company
Ohio
$86K +$86K +2,913 New
UBS Group
43
UBS Group
Switzerland
$84K +$84K +2,845 New
FRA
44
Front Row Advisors
California
$69K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$65K +$65K +2,185 New
IA
46
IFP Advisors
Florida
$24K – – –
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$20K – – –
US Bancorp
48
US Bancorp
Minnesota
$18K +$18K +603 New
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$15K -$118K -4,036 -89%
TFA
50
Transamerica Financial Advisors
Florida
$14K +$14K +456 New
1
2
3