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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

151 hedge funds and large institutions have $1.44B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
70
Reduced
43
Closed
15
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$552K

Top Buyers

1
NL
1
NEPC LLC
Massachusetts
$185M
2
CA
2
CoreCap Advisors
Michigan
$25.8M
3
CI
3
CX Institutional
Indiana
$50.9M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$13.2M
5
LPL Financial
5
LPL Financial
California
$104M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$493K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.14M
3
DJSG
3
D.J. St. Germain
Massachusetts
$69.3M
4
QPWM
4
Quadrant Private Wealth Management
Pennsylvania
$1.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$8.03M +$1.34M +46,708 +20%
EG
27
Enstar Group
Bermuda
$7.92M +$7.92M +276,400 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$7.06M +$69.2K +2,416 +1%
FHA
29
Flagship Harbor Advisors
Massachusetts
$6.49M +$2.63M +91,749 +68%
Raymond James Financial
30
Raymond James Financial
Florida
$5.93M +$5.93M +207,074 New
Citadel Advisors
31
Citadel Advisors
Florida
$5.83M +$5.65M +197,170 +3,156%
JFG
32
Jefferies Financial Group
New York
$5.44M +$5.44M +190,000 New
BCM
33
Birmingham Capital Management
Alabama
$5.38M +$5.38M +188,000 New
MPW
34
Melone Private Wealth
Michigan
$5.05M -$801K -27,961 -14%
ZIM
35
Zacks Investment Management
Illinois
$4.8M -$288K -10,046 -6%
Jane Street
36
Jane Street
New York
$4.66M +$3.35M +116,833 +254%
Mariner
37
Mariner
Kansas
$3.8M +$540K +18,866 +17%
Wells Fargo
38
Wells Fargo
California
$3.8M +$2.18M +76,072 +135%
VA
39
Valmark Advisers
Ohio
$3.69M +$866K +30,231 +31%
BCG
40
Breakwater Capital Group
New Jersey
$3.46M +$533K +18,614 +18%
5SA
41
5th Street Advisors
Connecticut
$3.45M +$447K +15,596 +15%
JCM
42
Jacobi Capital Management
Pennsylvania
$3.3M +$368K +12,845 +13%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$3.24M -$1.43M -49,854 -31%
EIA
44
Eldridge Investment Advisors
New Hampshire
$3.22M -$330K -11,538 -9%
T
45
Tidemark
California
$2.98M +$57.1K +1,993 +2%
RA
46
RFG Advisory
Alabama
$2.52M -$194K -6,758 -7%
TCM
47
Tradewinds Capital Management
Washington
$2.39M +$2.39M +83,287 New
Osaic Holdings
48
Osaic Holdings
Arizona
$2.14M -$17.4M -607,509 -89%
AAS
49
Avantax Advisory Services
Texas
$2.04M +$1.82M +63,629 +829%
SC
50
Savant Capital
Illinois
$1.94M -$257K -8,974 -12%
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