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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

127 hedge funds and large institutions have $1.08B invested in 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.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.84%
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
1
AssetMark Inc
California
$30.5M
2
PA
2
Procyon Advisors
Connecticut
$25.1M
3
ZIM
3
Zacks Investment Management
Illinois
$7.72M
4
RWP
4
RWA Wealth Partners
Massachusetts
$377M
5
Bank of America
5
Bank of America
North Carolina
$67M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$17.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.97M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$79M
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
26
Milestone Asset Management
Pennsylvania
$6.26M 214,875 +214,875 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$6.04M 207,321 -56,110 -21%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$5.97M 204,957 -482,756 -70%
MPW
29
Melone Private Wealth
Michigan
$5.6M 192,313 -576 -0.3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$4.45M 152,761 +127,353 +501%
FHA
31
Flagship Harbor Advisors
Massachusetts
$4.37M 150,253 +12,622 +9%
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$4.11M 141,089 -42,683 -23%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$4M 137,285 +125,431 +1,058%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$3.81M 130,887 +93,662 +252%
SWP
35
ShoreHaven Wealth Partners
New Jersey
$3.75M 128,769 +2,558 +2%
Mariner
36
Mariner
Kansas
$3.5M 120,379 -54,074 -31%
RA
37
RFG Advisory
Alabama
$3.43M 117,960 +117,960 New
CW
38
CreativeOne Wealth
Kansas
$3.33M 114,423 +73,782 +182%
AWS
39
Atria Wealth Solutions
New York
$3.3M 113,267 +102,429 +945%
EIA
40
Eldridge Investment Advisors
New Hampshire
$3.13M 107,640 -46,213 -30%
VA
41
Valmark Advisers
Ohio
$2.96M 101,627 -1,318 -1%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.52M 86,566 -38,123 -31%
T
43
Tidemark
California
$2.45M 84,332 +20,319 +32%
KWS
44
Keystone Wealth Services
California
$2.44M 83,763 +4,504 +6%
Jane Street
45
Jane Street
New York
$2.42M 83,016 -129,232 -61%
JCM
46
Jacobi Capital Management
Pennsylvania
$2.36M 81,074 +43,112 +114%
KW
47
KWB Wealth
California
$2.22M 76,096 +43,810 +136%
MFG
48
Merit Financial Group
Georgia
$2.2M 77,011 -7,394 -9%
BCG
49
Breakwater Capital Group
New Jersey
$2.1M 72,026 +1,867 +3%
TFA
50
Transamerica Financial Advisors
Florida
$2.09M 71,617 +47,893 +202%
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