SPBO icon

SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

145 hedge funds and large institutions have $1.28B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
67
Reduced
38
Closed
12
Calls
$27K
Puts
$3K
Net Calls
+$24K
Net Calls Change
+$188K

Top Buyers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$26M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.5M
3
SMF
3
Sterling Manor Financial
New York
$10M
4
PAG
4
Private Advisor Group
New Jersey
$20.8M
5
LPL Financial
5
LPL Financial
California
$95.8M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$1.26M
2
OMC
2
Old Mission Capital
Illinois
$340K
3
DJSG
3
D.J. St. Germain
Massachusetts
$74.3M
4
AIA
4
Acute Investment Advisory
Arizona
$0
5
ZIM
5
Zacks Investment Management
Illinois
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.33M +$1.08M +35,853 +17%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$7.01M -$64.2K -2,139 -0.9%
CA
28
CoreCap Advisors
Michigan
$6.6M +$6.59M +219,327 +58,959%
MPW
29
Melone Private Wealth
Michigan
$6.13M +$332K +11,058 +6%
RJA
30
Raymond James & Associates
Florida
$5.87M +$1.08M +35,963 +23%
ZIM
31
Zacks Investment Management
Illinois
$5.33M -$2.33M -77,465 -30%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$4.9M -$1.42M -47,417 -23%
FHA
33
Flagship Harbor Advisors
Massachusetts
$4.05M +$4.05M +134,849 New
EIA
34
Eldridge Investment Advisors
New Hampshire
$3.71M +$103K +3,429 +3%
Mariner
35
Mariner
Kansas
$3.42M +$42K +1,398 +1%
5SA
36
5th Street Advisors
Connecticut
$3.15M -$4.99K -166 -0.2%
JCM
37
Jacobi Capital Management
Pennsylvania
$3.07M +$498K +16,586 +19%
BCG
38
Breakwater Capital Group
New Jersey
$3.07M +$289K +9,620 +10%
T
39
Tidemark
California
$3.07M +$214K +7,135 +8%
VA
40
Valmark Advisers
Ohio
$2.96M -$64.3K -2,142 -2%
RA
41
RFG Advisory
Alabama
$2.84M +$160K +5,317 +6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$2.74M +$295K +9,808 +12%
QPWM
43
Quadrant Private Wealth Management
Pennsylvania
$2.68M +$1.3M +43,149 +93%
FIA
44
Foundations Investment Advisors
Arizona
$2.58M +$2.33M +77,544 +909%
SC
45
Savant Capital
Illinois
$2.3M -$341K -11,356 -13%
OL
46
Optas LLC
Texas
$2.04M +$11K +366 +0.5%
KW
47
KWB Wealth
California
$1.93M -$93.4K -3,253 -5%
KWS
48
Keystone Wealth Services
California
$1.93M -$83.3K -2,774 -4%
CCA
49
Cobblestone Capital Advisors
New York
$1.85M +$106K +3,535 +6%
TFA
50
Transamerica Financial Advisors
Florida
$1.83M -$325K -10,823 -15%
1
2
3 4 5