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State Street SPDR Portfolio Corporate Bond ETF
SPBO

81 hedge funds and large institutions have $437M invested in State Street 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

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

81% more capital invested

Capital invested by funds: $242M → $437M (+$195M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more funds holding

Funds holding: 60 → 81 (+21)

24.82% more ownership

Funds ownership: 64.31% → 89.13% (+25%)

84% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $62.7M

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.3%
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
Squarepoint
New York
+$60.2M
2
DJSG
D.J. St. Germain
Massachusetts
+$47.4M
3
CWM
Congress Wealth Management
Massachusetts
+$31.4M
4
Bank of America
Bank of America
North Carolina
+$17M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$15.2M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$4.58M
2
AWS
Atria Wealth Solutions
New York
-$2.55M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
AWM
AE Wealth Management
Kansas
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$1.7M +$1.69M +59,945 New
MML Investors Services
27
MML Investors Services
Massachusetts
$1.47M +$370K +13,144 +34%
OMC
28
Old Mission Capital
Illinois
$1.26M -$289K -10,247 -19%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.2M +$297K +10,541 +33%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.13M +$24.2K +860 +2%
KWS
31
Keystone Wealth Services
California
$1M +$997K +35,376 New
AWS
32
Atria Wealth Solutions
New York
$881K -$2.55M -90,550 -74%
MA
33
Mutual Advisors
Nebraska
$850K +$845K +29,966 New
ACA
34
Aptus Capital Advisors
Alabama
$773K -$334K -11,851 -30%
FAIM
35
Financial Advocates Investment Management
Washington
$730K +$725K +25,730 New
CWM
36
Collaborative Wealth Management
Florida
$715K +$5.27K +187 +0.7%
JCM
37
Jacobi Capital Management
Pennsylvania
$660K +$49K +1,737 +8%
TFA
38
Transamerica Financial Advisors
Florida
$644K +$626K +22,223 +4,917%
LFA
39
Laraway Financial Advisors
Minnesota
$581K -$2.68K -95 -0.5%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$567K +$563K +19,967 New
JCIA
41
Jackson Creek Investment Advisors
Colorado
$513K +$510K +18,088 New
GWM
42
Geneos Wealth Management
Colorado
$508K +$60.8K +2,159 +14%
KSWA
43
Kathleen S. Wright Associates
Pennsylvania
$484K +$192K +6,796 +66%
FIM
44
Freedom Investment Management
Connecticut
$407K -$10.1K -359 -2%
PFS
45
Prospera Financial Services
Texas
$394K +$93K +3,300 +31%
BOSSRA
46
B.O.S.S. Retirement Advisors
Utah
$378K +$376K +13,332 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$353K +$351K +12,467 New
KAS
48
Kestra Advisory Services
Texas
$350K +$14.3K +508 +4%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$326K -$14.7K -520 -4%
SWP
50
Summit Wealth Partners
Florida
$302K +$300K +10,646 New
1
2
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SPBO Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2022, worth a combined $437M — up 81% from $242M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SPBO positions and 8 closed out — a net gain of 23 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $60.2M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $4.58M.

  • 81 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $437M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2022, up 81% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2022 was Squarepoint, an estimated $60.2M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2022.