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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

81 hedge funds and large institutions have $437M invested in SPDR Portfolio Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
32
Reduced
13
Closed
8
Calls
$9.95M
Puts
$62.7M
Net Calls
-$52.8M
Net Calls Change
-$52.8M

Top Buyers

1
Squarepoint
1
Squarepoint
New York
$117M
2
CWM
2
Congress Wealth Management
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$38.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$15.5M
5
IWM
5
IHT Wealth Management
Illinois
$9.22M

Top Sellers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$2.05M
2
AWS
2
Atria Wealth Solutions
New York
$881K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AWM
5
AE Wealth Management
Kansas
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
VA
26
Valmark Advisers
Ohio
$1.7M +$1.7M +59,945 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.47M +$373K +13,144 +34%
OMC
28
Old Mission Capital
Illinois
$1.26M -$291K -10,247 -19%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.2M +$299K +10,541 +33%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.13M +$24.4K +860 +2%
KWS
31
Keystone Wealth Services
California
$1M +$1M +35,376 New
AWS
32
Atria Wealth Solutions
New York
$881K -$2.57M -90,550 -74%
MA
33
Mutual Advisors
Nebraska
$850K +$850K +29,966 New
ACA
34
Aptus Capital Advisors
Alabama
$773K -$336K -11,851 -30%
FAIM
35
Financial Advocates Investment Management
Washington
$730K +$730K +25,730 New
CWM
36
Collaborative Wealth Management
Florida
$715K +$5.31K +187 +0.7%
JCM
37
Jacobi Capital Management
Pennsylvania
$660K +$49.3K +1,737 +8%
TFA
38
Transamerica Financial Advisors
Florida
$644K +$631K +22,223 +4,917%
LFA
39
Laraway Financial Advisors
Minnesota
$581K -$2.7K -95 -0.5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$567K +$567K +19,967 New
JCIA
41
Jackson Creek Investment Advisors
Colorado
$513K +$513K +18,088 New
GWM
42
Geneos Wealth Management
Colorado
$508K +$61.3K +2,159 +14%
KSWA
43
Kathleen S. Wright Associates
Pennsylvania
$484K +$193K +6,796 +66%
FIM
44
Freedom Investment Management
Connecticut
$407K -$10.2K -359 -2%
PFS
45
Prospera Financial Services
Texas
$394K +$93.7K +3,300 +31%
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
$378K +$378K +13,332 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$353K +$353K +12,467 New
KAS
48
Kestra Advisory Services
Texas
$350K +$14.4K +508 +4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$326K -$14.8K -520 -4%
SWP
50
Summit Wealth Partners
Florida
$302K +$302K +10,646 New
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