State Street SPDR Portfolio Corporate Bond ETF
SPBO
152 hedge funds and large institutions have $1.44B invested in State Street SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.
67% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 15
63% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 43
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
13% more capital invested
Capital invested by funds: $1.28B → $1.44B (+$165M)
5% more funds holding
Funds holding: 145 → 152 (+7)
1.64% more ownership
Funds ownership: 75.82% → 77.46% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$117M |
| 2 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$19.9M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$16.1M |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
+$13.4M |
| 5 |
LPL Financial
San Diego,
California
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
-$24.8M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$17.8M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$1.58M |
| 4 |
QPWM
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
|
-$1.51M |
| 5 |
JP Morgan Chase
New York
|
-$1.46M |
SPBO Hedge Fund Activity: Q4 2024 in Review
152 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2024, worth a combined $1.44B — up 13% from $1.28B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPBO positions and 15 closed out — a net gain of 10 holders — while 70 added to existing stakes and 43 trimmed.
The largest buyer was NEPC LLC, adding an estimated $117M. The largest seller was Prestige Wealth Management Group, cutting an estimated $24.8M.
- 152 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2024, up from 145 in Q3 2024.
- Funds reported $1.44B of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2024, up 13% quarter-over-quarter.
- 25 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2024 and 15 closed out, a net change of +10 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2024 was NEPC LLC, an estimated $117M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2024 was Prestige Wealth Management Group, an estimated $24.8M sold.
Based on aggregated 13F filings for Q4 2024.