State Street SPDR Portfolio Corporate Bond ETF
SPBO
54 hedge funds and large institutions have $243M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
22% more capital invested
Capital invested by funds: $200M → $243M (+$43M)
15% more funds holding
Funds holding: 47 → 54 (+7)
6.5% more ownership
Funds ownership: 63.09% → 69.59% (+6.5%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
51
Capital Asset Advisory Services
Williamston,
Michigan
| $2K | – | – | – |
|
|
IHWM
52
Iron Horse Wealth Management
Johston,
Iowa
| $1K | – | – | – |
|
|
LWM
53
Liberty Wealth Management
Oakland,
California
| $1K | +$627 | +18 | New |
|
|
SMG
54
Smart Money Group
Eastland,
Texas
| – | -$1.7M | -49,446 | Closed |
|
55
Wells Fargo
San Francisco,
California
| – | +$35 | +1 | New |
|
SPBO Hedge Fund Activity: Q2 2021 in Review
54 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2021, worth a combined $243M — up 22% from $200M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new SPBO positions and 1 closed out — a net gain of 9 holders — while 21 added to existing stakes and 16 trimmed.
The largest buyer was Bank of America, adding an estimated $14M. The largest seller was Private Advisor Group, cutting an estimated $5.5M.
- 54 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2021, up from 47 in Q1 2021.
- Funds reported $243M of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2021, up 22% quarter-over-quarter.
- 10 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2021 and 1 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2021 was Bank of America, an estimated $14M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2021 was Private Advisor Group, an estimated $5.5M sold.
Based on aggregated 13F filings for Q2 2021.