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State Street SPDR Portfolio Corporate Bond ETF

55 hedge funds and large institutions have $181M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.85% less ownership

Funds ownership: 69.69%56.83% (-13%)

23% less funds holding

Funds holding: 7155 (-16)

28% less capital invested

Capital invested by funds: $252M → $181M (-$70.9M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

87% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 15

Holders
55
Holders Change
-16
Holders Change %
-22.54%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
19
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
EverSource Wealth Advisors
Alabama
$5K +$5.08K +154 New
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.2K
FGAM
53
Financial Gravity Asset Management
Texas
$1.89K -$1.04M -31,502 -35%
IHWM
54
Iron Horse Wealth Management
Iowa
$1K
EF
55
Empowered Funds
Pennsylvania
-$3.52M -100,968 Closed
FTUS
56
Flow Traders U.S.
New York
-$569K -16,360 Closed
OMC
57
Old Mission Capital
Illinois
-$500K -14,360 Closed
AP
58
Advisors Preferred
Maryland
-$433K -12,544 Closed
CFMC
59
Curbstone Financial Management Corp
New Hampshire
-$420K -12,070 Closed
Cetera Investment Advisers
60
Cetera Investment Advisers
Illinois
-$381K -10,953 Closed
MSWMA
61
Market Street Wealth Management Advisors
Indiana
-$294K -8,453 Closed
PWM
62
Purus Wealth Management
California
-$257K -7,374 Closed
WAP
63
Wealthcare Advisory Partners
Pennsylvania
-$219K -6,289 Closed
IWM
64
IHT Wealth Management
Illinois
-$202K -5,809 Closed
UBS Group
65
UBS Group
Switzerland
-$67K -1,918 Closed
GM
66
GeoWealth Management
Illinois
-$32K -925 Closed
CA
67
CoreCap Advisors
Michigan
-$14K -397 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
-$9.9K -300 -96%
SPIA
69
Steward Partners Investment Advisory
New York
-$5K -154 Closed
SCA
70
Snowden Capital Advisors
New York
-$3K -95 Closed

SPBO Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2022, worth a combined $181M — down 28% from $252M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPBO and 2 opened new positions — a net loss of 13 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $18.1M.

  • 55 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $181M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2022, down 28% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2022 and 15 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2022.