SPBO icon

SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

60 hedge funds and large institutions have $242M invested in 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
Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.04%
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
1
Flaharty Asset Management
Florida
$16.5M
2
AWM
2
AE Wealth Management
Kansas
$18M
3
Jane Street
3
Jane Street
New York
$13M
4
IA
4
IFG Advisory
Georgia
$5.93M
5
CI
5
CX Institutional
Indiana
$10.1M

Top Sellers

1
SMM
1
Stadion Money Management
Georgia
$0
2
ARC
2
Advisor Resource Council
Texas
$215K
3
LPL Financial
3
LPL Financial
California
$29.7M
4
PAG
4
Private Advisor Group
New Jersey
$6.3M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
26
Mariner Independent Advisor Network
Kansas
$945K -$41.6K -1,498 -4%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$883K +$84.7K +3,049 +11%
CWM
28
Collaborative Wealth Management
Florida
$695K +$10.6K +383 +2%
JCM
29
Jacobi Capital Management
Pennsylvania
$598K +$9.86K +355 +2%
LFA
30
Laraway Financial Advisors
Minnesota
$566K +$16.2K +590 +3%
GWM
31
Geneos Wealth Management
Colorado
$437K +$54.7K +1,970 +14%
FIM
32
Freedom Investment Management
Connecticut
$409K -$22.1K -797 -5%
Osaic Holdings
33
Osaic Holdings
Arizona
$371K -$27K -972 -7%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$333K +$319K +11,496 +2,232%
KAS
35
Kestra Advisory Services
Texas
$329K +$329K +11,836 New
PFS
36
Prospera Financial Services
Texas
$294K -$395K -14,234 -57%
KSWA
37
Kathleen S. Wright Associates
Pennsylvania
$285K +$55.9K +2,015 +24%
AFG
38
Arkansas Financial Group
Arkansas
$278K +$27.5K +991 +11%
EA
39
Eclectic Associates
California
$258K -$783K -28,221 -75%
CW
40
CreativeOne Wealth
Kansas
$246K -$8K -288 -3%
ARC
41
Advisor Resource Council
Texas
$215K -$5.98M -214,955 -97%
CWM
42
Cornerstone Wealth Management
Missouri
$207K -$217K -7,820 -51%
EH
43
Equitable Holdings
New York
$203K -$3.77K -136 -2%
Financial Engines Advisors
44
Financial Engines Advisors
California
$200K +$200K +7,228 New
UBS Group
45
UBS Group
Switzerland
$145K +$65.7K +2,357 +83%
IFA
46
Interactive Financial Advisors
Illinois
$99K +$99K +3,580 New
GRP
47
Global Retirement Partners
California
$95K +$84K +3,067 +767%
Citigroup
48
Citigroup
New York
$82K – – –
PTC
49
Private Trust Company
Ohio
$82K +$587 +21 +0.7%
IA
50
IFP Advisors
Florida
$80K +$56.3K +1,825 +237%
1
2
3