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State Street SPDR Portfolio Corporate Bond ETF
SPBO

60 hedge funds and large institutions have $242M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $220M → $242M (+$21.8M)

0% more funds holding

Funds holding: 60 → 60 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

1.92% less ownership

Funds ownership: 66.23% → 64.31% (-1.9%)

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Flaharty Asset Management
Florida
+$17.5M
2
AWM
AE Wealth Management
Kansas
+$15.3M
3
Jane Street
Jane Street
New York
+$11.6M
4
IA
IFG Advisory
Georgia
+$5.64M
5
CI
CX Institutional
Indiana
+$5.25M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$31.9M
2
ARC
Advisor Resource Council
Texas
-$6.35M
3
LPL Financial
LPL Financial
California
-$4.84M
4
PAG
Private Advisor Group
New Jersey
-$2.47M
5
FGAM
Financial Gravity Asset Management
Texas
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
26
Mariner Independent Advisor Network
Kansas
$945K -$44.3K -1,498 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$883K +$90.1K +3,049 +11%
CWM
28
Collaborative Wealth Management
Florida
$695K +$11.3K +383 +2%
JCM
29
Jacobi Capital Management
Pennsylvania
$598K +$10.5K +355 +2%
LFA
30
Laraway Financial Advisors
Minnesota
$566K +$17.4K +590 +3%
GWM
31
Geneos Wealth Management
Colorado
$437K +$58.2K +1,970 +14%
FIM
32
Freedom Investment Management
Connecticut
$409K -$23.6K -797 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$371K -$28.7K -972 -7%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$333K +$340K +11,496 +2,232%
KAS
35
Kestra Advisory Services
Texas
$329K +$350K +11,836 New
PFS
36
Prospera Financial Services
Texas
$294K -$421K -14,234 -57%
KSWA
37
Kathleen S. Wright Associates
Pennsylvania
$285K +$59.5K +2,015 +24%
AFG
38
Arkansas Financial Group
Arkansas
$278K +$29.3K +991 +11%
EA
39
Eclectic Associates
California
$258K -$834K -28,221 -75%
CW
40
CreativeOne Wealth
Kansas
$246K -$8.51K -288 -3%
ARC
41
Advisor Resource Council
Texas
$215K -$6.35M -214,955 -97%
CWM
42
Cornerstone Wealth Management
Missouri
$207K -$231K -7,820 -51%
EH
43
Equitable Holdings
New York
$203K -$4.02K -136 -2%
Financial Engines Advisors
44
Financial Engines Advisors
California
$200K +$214K +7,228 New
UBS Group
45
UBS Group
Switzerland
$145K +$69.6K +2,357 +83%
IFA
46
Interactive Financial Advisors
Illinois
$99K +$106K +3,580 New
GRP
47
Global Retirement Partners
California
$95K +$90.6K +3,067 +767%
Citigroup
48
Citigroup
New York
$82K – – –
PTC
49
Private Trust Company
Ohio
$82K +$621 +21 +0.7%
IA
50
IFP Advisors
Florida
$80K +$53.9K +1,825 +237%
1
2
3

SPBO Hedge Fund Activity: Q3 2022 in Review

60 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2022, worth a combined $242M — up 9.9% from $220M a quarter earlier.

Fund positioning in SPBO was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 16 trimmed.

The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $17.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $31.9M sold.

  • 60 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $242M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2022, up 9.9% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2022 and 12 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2022 was Flaharty Asset Management, an estimated $17.5M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2022 was Stadion Money Management, an estimated $31.9M sold.

Based on aggregated 13F filings for Q3 2022.