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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

60 hedge funds and large institutions have $220M invested in SPDR Portfolio Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$29.1M
2
Bank of America
2
Bank of America
North Carolina
$21.7M
3
DJSG
3
D.J. St. Germain
Massachusetts
$29.4M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$5.24M
5
ARC
5
Advisor Resource Council
Texas
$6.59M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.03M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.84M
5
CI
5
CX Institutional
Indiana
$5.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
CoreCap Advisors
Michigan
$14K +$14K +480 New
GRP
52
Global Retirement Partners
California
$12K – – –
FA
53
Faithward Advisors
Pennsylvania
$11K +$57 +2 +0.5%
Wells Fargo
54
Wells Fargo
California
$9K -$10.7K -342 -54%
FWP
55
FAS Wealth Partners
Kansas
$6K +$28 +1 +0.5%
FGAM
56
Financial Gravity Asset Management
Texas
$3.86K +$2.11K +71,367 +121%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.96K – – –
IHWM
58
Iron Horse Wealth Management
Iowa
$1K – – –
FAIM
59
Financial Advocates Investment Management
Washington
– -$2.24M -70,040 Closed
FHA
60
Flagship Harbor Advisors
Massachusetts
– -$1.5M -46,736 Closed
KAS
61
Kestra Advisory Services
Texas
– -$646K -20,183 Closed
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
– -$415K -12,965 Closed
KFP
63
KMG Fiduciary Partners
Ohio
– -$284K -8,883 Closed
SWP
64
Stratos Wealth Partners
Ohio
– -$200K -6,262 Closed
HIA
65
Harbor Investment Advisory
Maryland
– -$16K -500 Closed
EWA
66
EverSource Wealth Advisors
Alabama
– -$5K -154 Closed
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