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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

107 hedge funds and large institutions have $921M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
42
Reduced
25
Closed
15
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$32K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$281M
2
FGAM
2
Financial Gravity Asset Management
Texas
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.7M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$15.9M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$94.8M
3
Bank of America
3
Bank of America
North Carolina
$23M
4
CWM
4
Congress Wealth Management
Massachusetts
$31.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$4.7M +$4.7M +170,573 New
AFG
27
Arkansas Financial Group
Arkansas
$4.63M +$411K +14,913 +10%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$3.89M +$1.44M +52,327 +59%
FHA
29
Flagship Harbor Advisors
Massachusetts
$3.67M +$175K +6,337 +5%
PIA
30
Perennial Investment Advisors
California
$3.17M -$83K -3,008 -3%
GWM
31
Geneos Wealth Management
Colorado
$3.03M +$1.62M +58,866 +116%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$2.56M +$1.23M +44,528 +92%
Truist Financial
33
Truist Financial
North Carolina
$2.38M +$2.09M +75,883 +735%
FLA
34
Financial Life Advisors
Texas
$2.26M -$70.2K -2,546 -3%
HPC
35
Hobart Private Capital
North Carolina
$2.14M +$2.14M +77,425 New
OL
36
Optas LLC
Texas
$2.05M -$77.3K -2,801 -4%
DK
37
David Kennon
Florida
$1.9M -$13.8K -499 -0.7%
BCG
38
Breakwater Capital Group
New Jersey
$1.87M +$1.87M +68,735 New
EIA
39
Eldridge Investment Advisors
New Hampshire
$1.79M +$1.79M +65,267 New
SWP
40
ShoreHaven Wealth Partners
New Jersey
$1.79M -$1.42M -51,546 -44%
Squarepoint
41
Squarepoint
New York
$1.72M -$2.82M -102,403 -62%
KWS
42
Keystone Wealth Services
California
$1.66M +$194K +7,036 +13%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$1.53M – – –
VA
44
Valmark Advisers
Ohio
$1.45M -$65K -2,356 -4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.37M +$263K +9,544 +24%
DA
46
Detalus Advisors
Missouri
$1.28M +$1.28M +46,382 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.13M -$38.3K -1,389 -3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.06M +$73.6K +2,670 +7%
CW
49
CreativeOne Wealth
Kansas
$998K -$2.15M -77,889 -68%
FAIM
50
Financial Advocates Investment Management
Washington
$920K +$68.9K +2,497 +8%
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