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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

148 hedge funds and large institutions have $1.16B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-12
Holders Change %
-7.5%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
51
Reduced
62
Closed
20
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$121K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.1M
3
VA
3
Valmark Advisers
Ohio
$6.08M
4
AWM
4
AE Wealth Management
Kansas
$46.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$9.91M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$40.9M
2
CA
2
CoreCap Advisors
Michigan
$367K
3
NL
3
NEPC LLC
Massachusetts
$74.7M
4
ARC
4
Advisor Resource Council
Texas
$354K
5
GWM
5
Geneos Wealth Management
Colorado
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$7.46M +$258K +8,837 +4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$7.37M -$218K -7,471 -3%
Mariner
28
Mariner
Kansas
$7.25M +$239K +8,173 +3%
VA
29
Valmark Advisers
Ohio
$6.08M +$2.51M +86,009 +70%
MPW
30
Melone Private Wealth
Michigan
$5.21M +$49.4K +1,697 +1%
JFG
31
Jefferies Financial Group
New York
$4.67M -$1.18M -40,285 -20%
5SA
32
5th Street Advisors
Connecticut
$4.36M -$312K -10,672 -7%
BCM
33
Birmingham Capital Management
Alabama
$4.31M -$1.18M -40,500 -22%
JCM
34
Jacobi Capital Management
Pennsylvania
$4.12M +$559K +19,129 +16%
PAG
35
Private Advisor Group
New Jersey
$4.07M -$1.69M -57,687 -29%
T
36
Tidemark
California
$3.73M +$125K +4,273 +3%
BCG
37
Breakwater Capital Group
New Jersey
$3.66M -$524K -17,922 -13%
Osaic Holdings
38
Osaic Holdings
Arizona
$3.56M +$1.53M +52,910 +75%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$3.31M +$1.28M +43,973 +63%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$3.29M -$38.9K -1,330 -1%
OMC
41
Old Mission Capital
Illinois
$3.29M +$1.21M +41,503 +58%
FIA
42
Foundations Investment Advisors
Arizona
$3.2M +$1.46M +49,859 +84%
IWM
43
IHT Wealth Management
Illinois
$3.1M +$249K +8,536 +9%
FAIM
44
Financial Advocates Investment Management
Washington
$2.89M +$8.68K +297 +0.3%
ZIM
45
Zacks Investment Management
Illinois
$2.57M -$2.33M -79,720 -48%
TAP
46
Tounjian Advisory Partners
Florida
$2.4M -$10.2K -352 -0.4%
RWM
47
Ritholtz Wealth Management
New York
$2.28M +$1.09M +37,242 +91%
TCM
48
Tradewinds Capital Management
Washington
$2.27M +$344K +11,762 +18%
AAS
49
Avantax Advisory Services
Texas
$2M -$42.8K -1,464 -2%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$1.97M +$152K +5,197 +8%
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