State Street SPDR Portfolio Corporate Bond ETF
SPBO
58 hedge funds and large institutions have $296M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
22% more capital invested
Capital invested by funds: $243M → $296M (+$53.7M)
7% more funds holding
Funds holding: 54 → 58 (+4)
1.04% more ownership
Funds ownership: 69.59% → 70.63% (+1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$32.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.24M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$3.81M |
| 5 |
Morgan Stanley
New York
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$1.94M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$555K |
| 5 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$447K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| $11K | -$29.1K | -818 | -72% |
|
52
Wells Fargo
San Francisco,
California
| $9K | +$8.97K | +252 | +25,200% |
|
|
FWP
53
FAS Wealth Partners
Leawood,
Kansas
| $8K | +$71 | +2 | +0.9% |
|
|
GKWIM
54
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| $5K | +$5.51K | +155 | New |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| $4K | – | – | – |
|
|
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $3.51K | – | – | – |
|
|
CAAS
57
Capital Asset Advisory Services
Williamston,
Michigan
| $2K | – | – | – |
|
|
IHWM
58
Iron Horse Wealth Management
Johston,
Iowa
| $1K | – | – | – |
|
|
LWM
59
Liberty Wealth Management
Oakland,
California
| $1K | – | – | – |
|
|
CWS
60
Cypress Wealth Services
Palm Desert,
California
| – | -$273K | -7,722 | Closed |
|
|
BPA
61
Beacon Pointe Advisors
Newport Beach,
California
| – | -$245K | -6,929 | Closed |
|
SPBO Hedge Fund Activity: Q3 2021 in Review
58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2021, worth a combined $296M — up 22% from $243M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPBO positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $32.5M. The largest seller was Advisor Resource Council, cutting an estimated $4.19M.
- 58 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2021, up from 54 in Q2 2021.
- Funds reported $296M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2021, up 22% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $32.5M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2021 was Advisor Resource Council, an estimated $4.19M sold.
Based on aggregated 13F filings for Q3 2021.