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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

81 hedge funds and large institutions have $437M invested in SPDR Portfolio Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
32
Reduced
13
Closed
8
Calls
$9.95M
Puts
$62.7M
Net Calls
-$52.8M
Net Calls Change
-$52.8M

Top Buyers

1
Squarepoint
1
Squarepoint
New York
$117M
2
CWM
2
Congress Wealth Management
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$38.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$15.5M
5
IWM
5
IHT Wealth Management
Illinois
$9.22M

Top Sellers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$2.05M
2
AWS
2
Atria Wealth Solutions
New York
$881K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AWM
5
AE Wealth Management
Kansas
$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
51
Optas LLC
Texas
$295K +$295K +10,389 New
Osaic Holdings
52
Osaic Holdings
Arizona
$282K -$98.1K -3,442 -26%
Creative Planning
53
Creative Planning
Kansas
$248K +$248K +8,737 New
GIA
54
Gladstone Institutional Advisory
Florida
$208K +$208K +7,332 New
WPC
55
Wedmont Private Capital
Pennsylvania
$202K +$202K +6,946 New
IFA
56
Interactive Financial Advisors
Illinois
$186K +$84.9K +2,991 +84%
GRP
57
Global Retirement Partners
California
$117K +$19.1K +672 +19%
Citigroup
58
Citigroup
New York
$102K +$17.7K +622 +21%
PTC
59
Private Trust Company
Ohio
$82K -$1.13K -40 -1%
DJSG
60
D.J. St. Germain
Massachusetts
$75.9K +$47.7K +1,681,054 +169%
FRA
61
Front Row Advisors
California
$66K – – –
IA
62
IFP Advisors
Florida
$46K -$34.5K -1,111 -43%
CAS
63
Coppell Advisory Solutions
Texas
$41.4K +$41.4K +1,460 New
CASC
64
Coppell Advisory Solutions Corp
Texas
$41.4K +$41.4K +1,460 New
BAM
65
Belpointe Asset Management
Nevada
$32.4K +$32.4K +1,141 New
CWP
66
Concord Wealth Partners
Virginia
$28.9K +$28.9K +1,020 New
FGAM
67
Financial Gravity Asset Management
Texas
$27.4K +$526 +1,207 +2%
HR
68
Howe & Rusling
New York
$25.3K +$25.3K +890 New
ASN
69
Advisory Services Network
Georgia
$20.4K +$20.4K +720 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$19.2K – – –
CA
71
CoreCap Advisors
Michigan
$18.3K +$18.3K +645 New
PAG
72
Private Advisor Group
New Jersey
$9.7K +$3.27K +115,112 +51%
RIA
73
Realta Investment Advisors
Delaware
$8.51K – – –
FWP
74
FAS Wealth Partners
Kansas
$6.22K +$85 +3 +1%
MWM
75
MinichMacGregor Wealth Management
New York
$4.21K +$4.21K +148 New
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