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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

92 hedge funds and large institutions have $399M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
40
Reduced
19
Closed
12
Calls
$3.96M
Puts
$21.4M
Net Calls
-$17.5M
Net Calls Change
+$35.3M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$27.8M
2
CI
2
CX Institutional
Indiana
$28.5M
3
LPL Financial
3
LPL Financial
California
$50M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.3M
5
PAG
5
Private Advisor Group
New Jersey
$14.8M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$11.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$48M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.82M
4
Jane Street
4
Jane Street
New York
$8.51M
5
DK
5
David Kennon
Florida
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
26
CreativeOne Wealth
Kansas
$3.32M 113,391 +113,391 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$2.98M 101,872 +20,804 +26%
WA
28
Wealthstar Advisors
Texas
$2.79M 95,420 +40 +0%
FLA
29
Financial Life Advisors
Texas
$2.74M 93,763 +93,763 New
GKWIM
30
Gerber Kawasaki Wealth & Investment Management
California
$2.59M 88,666 +16,304 +23%
DK
31
David Kennon
Florida
$2.18M 74,367 -206,944 -74%
OL
32
Optas LLC
Texas
$1.97M 67,234 +56,845 +547%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.92M 65,726 +13,833 +27%
VA
34
Valmark Advisers
Ohio
$1.75M 59,800 -145 -0.2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.73M 58,993 +16,652 +39%
ARC
36
Advisor Resource Council
Texas
$1.71M 58,449 +58,449 New
Schroder Investment Management Group
37
Schroder Investment Management Group
United Kingdom
$1.66M 56,729 -19,089 -25%
GRP
38
Global Retirement Partners
California
$1.43M 48,953 +44,814 +1,083%
KWS
39
Keystone Wealth Services
California
$1.3M 44,565 +9,189 +26%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$1.29M 43,972 +4,254 +11%
Citadel Advisors
41
Citadel Advisors
Florida
$1.19M 40,822 +40,822 New
WP
42
WealthSource Partners
California
$1.13M 38,597 +38,597 New
TFA
43
Transamerica Financial Advisors
Florida
$937K 32,021 +9,346 +41%
IWA
44
Intercontinental Wealth Advisors
Texas
$865K 29,577 +29,577 New
FAIM
45
Financial Advocates Investment Management
Washington
$837K 28,624 +2,894 +11%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$799K 27,300 +27,300 New
AWS
47
Atria Wealth Solutions
New York
$795K 27,178 -3,869 -12%
QPWM
48
Quadrant Private Wealth Management
Pennsylvania
$778K 26,610 +26,610 New
GIA
49
Gladstone Institutional Advisory
Florida
$757K 25,875 +18,543 +253%
JCM
50
Jacobi Capital Management
Pennsylvania
$746K 25,495 +2,236 +10%
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