State Street SPDR Portfolio Corporate Bond ETF
SPBO
47 hedge funds and large institutions have $200M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 12
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 46 → 47 (+1)
1.23% more ownership
Funds ownership: 61.86% → 63.09% (+1.2%)
4% more capital invested
Capital invested by funds: $193M → $200M (+$6.89M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$27.5M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.93M |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.89M |
| 4 |
SMG
Smart Money Group
Eastland,
Texas
|
+$1.74M |
| 5 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$7.48M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.24M |
| 3 |
Jane Street
New York
|
-$2.68M |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$1.36M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
-$357K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| – | -$35 | -1 | Closed |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| – | +$140 | +4 | New |
|
SPBO Hedge Fund Activity: Q1 2021 in Review
47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2021, worth a combined $200M — up 3.6% from $193M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPBO positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 12 trimmed.
The largest buyer was Bank of America, adding an estimated $27.5M. The largest seller was Citadel Advisors, cutting an estimated $7.48M.
- 47 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2021, up from 46 in Q4 2020.
- Funds reported $200M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2021, up 3.6% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $27.5M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $7.48M sold.
Based on aggregated 13F filings for Q1 2021.