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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

97 hedge funds and large institutions have $550M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
45
Reduced
27
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$17.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$38.9M
2
LPL Financial
2
LPL Financial
California
$64.1M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.9M
4
JWCA
4
J.W. Cole Advisors
Florida
$3.32M
5
Bank of America
5
Bank of America
North Carolina
$39.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Squarepoint
2
Squarepoint
New York
$4.76M
3
OMC
3
Old Mission Capital
Illinois
$736K
4
IWM
4
IHT Wealth Management
Illinois
$24.2M
5
WA
5
Wealthstar Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWCA
26
J.W. Cole Advisors
Florida
$3.32M +$3.32M +115,094 New
CW
27
CreativeOne Wealth
Kansas
$3.3M +$20.5K +711 +0.6%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.57M -$376K -13,009 -13%
FLA
29
Financial Life Advisors
Texas
$2.44M -$271K -9,393 -10%
OL
30
Optas LLC
Texas
$2.23M +$289K +10,015 +15%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.04M +$339K +11,726 +20%
DK
32
David Kennon
Florida
$2M -$144K -4,991 -7%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$1.6M -$37.3K -1,291 -2%
VA
34
Valmark Advisers
Ohio
$1.59M -$136K -4,708 -8%
KWS
35
Keystone Wealth Services
California
$1.53M +$246K +8,518 +19%
GRP
36
Global Retirement Partners
California
$1.48M +$69.6K +2,411 +5%
GWM
37
Geneos Wealth Management
Colorado
$1.47M +$853K +29,541 +139%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1.4M +$126K +4,353 +10%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$1.23M +$552K +19,111 +82%
WP
40
WealthSource Partners
California
$1.18M +$64.6K +2,237 +6%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.16M +$575K +19,924 +98%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$1.14M -$1.42M -49,063 -55%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.03M +$1.03M +35,786 New
TFA
44
Transamerica Financial Advisors
Florida
$917K -$8.35K -289 -0.9%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$896K +$896K +31,020 New
AWA
46
Arete Wealth Advisors
Illinois
$895K +$895K +30,987 New
QPWM
47
Quadrant Private Wealth Management
Pennsylvania
$894K +$125K +4,341 +16%
FAIM
48
Financial Advocates Investment Management
Washington
$891K +$64.7K +2,242 +8%
IWA
49
Intercontinental Wealth Advisors
Texas
$854K – – –
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$788K – – –
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