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State Street SPDR Portfolio Corporate Bond ETF

155 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 162155 (-7)

4.59% less ownership

Funds ownership: 79.27%74.68% (-4.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$204M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
54
Reduced
63
Closed
20
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
EG
26
Enstar Group
Bermuda
$8.08M
Wells Fargo
27
Wells Fargo
California
$7.46M +$253K +8,837 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$7.37M -$214K -7,471 -3%
Mariner
29
Mariner
Kansas
$7.25M +$234K +8,173 +3%
VA
30
Valmark Advisers
Ohio
$6.08M +$2.47M +86,009 +70%
Osaic Holdings
31
Osaic Holdings
Arizona
$5.34M +$3.24M +112,940 +160%
MPW
32
Melone Private Wealth
Michigan
$5.21M +$48.7K +1,697 +1%
JFG
33
Jefferies Financial Group
New York
$4.67M -$1.16M -40,285 -20%
5SA
34
5th Street Advisors
Connecticut
$4.36M -$306K -10,672 -7%
BCM
35
Birmingham Capital Management
Alabama
$4.31M -$1.16M -40,500 -22%
JCM
36
Jacobi Capital Management
Pennsylvania
$4.12M +$549K +19,129 +16%
PAG
37
Private Advisor Group
New Jersey
$4.07M -$1.65M -57,687 -29%
T
38
Tidemark
California
$3.73M +$123K +4,273 +3%
BCG
39
Breakwater Capital Group
New Jersey
$3.66M -$514K -17,922 -13%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$3.31M +$1.26M +43,973 +63%
JP Morgan Chase
41
JP Morgan Chase
New York
$3.29M -$38.1K -1,330 -1%
OMC
42
Old Mission Capital
Illinois
$3.29M +$1.19M +41,503 +58%
FIA
43
Foundations Investment Advisors
Arizona
$3.2M +$1.43M +49,859 +84%
IWM
44
IHT Wealth Management
Illinois
$3.1M +$245K +8,536 +9%
FAIM
45
Financial Advocates Investment Management
Washington
$2.89M +$8.52K +297 +0.3%
ZIM
46
Zacks Investment Management
Illinois
$2.57M -$2.29M -79,720 -48%
TAP
47
Tounjian Advisory Partners
Florida
$2.4M -$10.1K -352 -0.4%
RWM
48
Ritholtz Wealth Management
New York
$2.28M +$1.07M +37,242 +91%
TCM
49
Tradewinds Capital Management
Washington
$2.27M +$337K +11,762 +18%
AAS
50
Avantax Advisory Services
Texas
$2M -$42K -1,464 -2%

SPBO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2025, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPBO and 15 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $42.9M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 155 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2025, down from 162 in Q1 2025.
  • Funds reported $1.18B of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2025 and 20 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $42.9M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2025.