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State Street SPDR Portfolio Corporate Bond ETF
SPBO

127 hedge funds and large institutions have $1.08B invested in State Street SPDR Portfolio Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 124 → 127 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $1.12B → $1.08B (-$41.6M)

14.18% less ownership

Funds ownership: 94.19% → 80.02% (-14%)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
55
Reduced
35
Closed
22
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$30.4M
2
PA
Procyon Advisors
Connecticut
+$25M
3
ZIM
Zacks Investment Management
Illinois
+$7.7M
4
RWP
RWA Wealth Partners
Massachusetts
+$7.47M
5
Bank of America
Bank of America
North Carolina
+$7.21M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$103M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$9.87M
5
DJSG
D.J. St. Germain
Massachusetts
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Milestone Asset Management
Pennsylvania
$6.26M +$6.24M +214,875 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.04M -$1.63M -56,110 -21%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$5.97M -$14M -482,756 -70%
MPW
29
Melone Private Wealth
Michigan
$5.6M -$16.7K -576 -0.3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.45M +$3.7M +127,353 +501%
FHA
31
Flagship Harbor Advisors
Massachusetts
$4.37M +$366K +12,622 +9%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$4.11M -$1.24M -42,683 -23%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$4M +$3.64M +125,431 +1,058%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.81M +$2.72M +93,662 +252%
SWP
35
ShoreHaven Wealth Partners
New Jersey
$3.75M +$74.3K +2,558 +2%
Mariner
36
Mariner
Kansas
$3.5M -$1.57M -54,074 -31%
RA
37
RFG Advisory
Alabama
$3.43M +$3.42M +117,960 New
CW
38
CreativeOne Wealth
Kansas
$3.33M +$2.14M +73,782 +182%
AWS
39
Atria Wealth Solutions
New York
$3.3M +$2.97M +102,429 +945%
EIA
40
Eldridge Investment Advisors
New Hampshire
$3.13M -$1.34M -46,213 -30%
VA
41
Valmark Advisers
Ohio
$2.96M -$38.3K -1,318 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.52M -$1.11M -38,123 -31%
T
43
Tidemark
California
$2.45M +$590K +20,319 +32%
KWS
44
Keystone Wealth Services
California
$2.44M +$131K +4,504 +6%
Jane Street
45
Jane Street
New York
$2.42M -$3.75M -129,232 -61%
JCM
46
Jacobi Capital Management
Pennsylvania
$2.36M +$1.25M +43,112 +114%
KW
47
KWB Wealth
California
$2.22M +$1.27M +43,810 +136%
MFG
48
Merit Financial Group
Georgia
$2.2M -$215K -7,394 -9%
BCG
49
Breakwater Capital Group
New Jersey
$2.1M +$54.2K +1,867 +3%
TFA
50
Transamerica Financial Advisors
Florida
$2.08M +$1.39M +47,893 +202%
1
2
3 4 5

SPBO Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2024, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPBO positions and 22 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $30.4M. The largest seller was Financial Gravity Asset Management, cutting an estimated $103M.

  • 127 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $1.08B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2024 and 22 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2024 was AssetMark Inc, an estimated $30.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.