We are live on ! Find out more
SPBO icon

State Street SPDR Portfolio Corporate Bond ETF
SPBO

81 hedge funds and large institutions have $437M invested in State Street 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

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

81% more capital invested

Capital invested by funds: $242M → $437M (+$195M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more funds holding

Funds holding: 60 → 81 (+21)

24.82% more ownership

Funds ownership: 64.31% → 89.13% (+25%)

84% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $62.7M

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.3%
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
Squarepoint
New York
+$60.2M
2
DJSG
D.J. St. Germain
Massachusetts
+$47.4M
3
CWM
Congress Wealth Management
Massachusetts
+$31.4M
4
Bank of America
Bank of America
North Carolina
+$17M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$15.2M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$4.58M
2
AWS
Atria Wealth Solutions
New York
-$2.55M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
AWM
AE Wealth Management
Kansas
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
OL
51
Optas LLC
Texas
$295K +$293K +10,389 New
Osaic Holdings
52
Osaic Holdings
Arizona
$282K -$97K -3,442 -26%
Creative Planning
53
Creative Planning
Kansas
$248K +$246K +8,737 New
GIA
54
Gladstone Institutional Advisory
Florida
$208K +$207K +7,332 New
WPC
55
Wedmont Private Capital
Pennsylvania
$202K +$196K +6,946 New
IFA
56
Interactive Financial Advisors
Illinois
$186K +$84.3K +2,991 +84%
GRP
57
Global Retirement Partners
California
$117K +$18.9K +672 +19%
Citigroup
58
Citigroup
New York
$102K +$17.5K +622 +21%
PTC
59
Private Trust Company
Ohio
$82K -$1.13K -40 -1%
DJSG
60
D.J. St. Germain
Massachusetts
$75.9K +$47.4M +1,681,054 +169%
FRA
61
Front Row Advisors
California
$66K – – –
IA
62
IFP Advisors
Florida
$46K -$31.3K -1,111 -43%
CAS
63
Coppell Advisory Solutions
Texas
$41.4K +$41.1K +1,460 New
CASC
64
Coppell Advisory Solutions Corp
Texas
$41.4K +$41.1K +1,460 New
BAM
65
Belpointe Asset Management
Nevada
$32.4K +$32.2K +1,141 New
CWP
66
Concord Wealth Partners
Virginia
$28.9K +$28.7K +1,020 New
FGAM
67
Financial Gravity Asset Management
Texas
$27.4K +$34K +1,207 +2%
HR
68
Howe & Rusling
New York
$25.3K +$25.1K +890 New
ASN
69
Advisory Services Network
Georgia
$20.4K +$20.3K +720 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$19.2K – – –
CA
71
CoreCap Advisors
Michigan
$18.3K +$18.2K +645 New
PAG
72
Private Advisor Group
New Jersey
$9.7K +$3.24M +115,112 +51%
RIA
73
Realta Investment Advisors
Delaware
$8.51K – – –
FWP
74
FAS Wealth Partners
Kansas
$6.21K +$85 +3 +1%
MWM
75
MinichMacGregor Wealth Management
New York
$4.21K +$4.17K +148 New
1 2
3
4

SPBO Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2022, worth a combined $437M — up 81% from $242M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SPBO positions and 8 closed out — a net gain of 23 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $60.2M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $4.58M.

  • 81 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $437M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2022, up 81% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2022 was Squarepoint, an estimated $60.2M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2022.