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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

97 hedge funds and large institutions have $550M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
45
Reduced
27
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$17.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$38.9M
2
LPL Financial
2
LPL Financial
California
$64.1M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.9M
4
JWCA
4
J.W. Cole Advisors
Florida
$3.32M
5
Bank of America
5
Bank of America
North Carolina
$39.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Squarepoint
2
Squarepoint
New York
$4.76M
3
OMC
3
Old Mission Capital
Illinois
$736K
4
IWM
4
IHT Wealth Management
Illinois
$24.2M
5
WA
5
Wealthstar Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
51
Gladstone Institutional Advisory
Florida
$773K +$26.3K +911 +4%
JCM
52
Jacobi Capital Management
Pennsylvania
$747K +$10.9K +376 +1%
OMC
53
Old Mission Capital
Illinois
$736K -$4.48M -154,987 -86%
AWS
54
Atria Wealth Solutions
New York
$686K -$98.9K -3,425 -13%
KFG
55
Kingdom Financial Group
Arizona
$685K +$685K +23,708 New
KSWA
56
Kathleen S. Wright Associates
Pennsylvania
$596K +$21.1K +732 +4%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$596K +$19K +657 +3%
JCIA
58
Jackson Creek Investment Advisors
Colorado
$590K +$7.95K +275 +1%
MA
59
Mutual Advisors
Nebraska
$571K +$298K +10,324 +109%
LFA
60
Laraway Financial Advisors
Minnesota
$564K -$26.9K -930 -5%
DLHL
61
Donald L. Hagan LLC
Florida
$528K -$38.8K -1,343 -7%
BRWA
62
B. Riley Wealth Advisors
Florida
$483K +$4.36K +151 +0.9%
PFS
63
Prospera Financial Services
Texas
$422K +$116K +4,034 +38%
MWM
64
Meridian Wealth Management
Kentucky
$384K +$106K +3,665 +38%
ARC
65
Advisor Resource Council
Texas
$342K -$1.35M -46,622 -80%
Osaic Holdings
66
Osaic Holdings
Arizona
$334K +$33.9K +1,175 +11%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$332K – – –
NWMG
68
National Wealth Management Group
Ohio
$302K +$302K +10,630 New
Truist Financial
69
Truist Financial
North Carolina
$298K +$298K +10,324 New
CRG
70
Cornerstone Retirement Group
Nevada
$292K +$866 +30 +0.3%
PCIA
71
Prime Capital Investment Advisors
Kansas
$292K +$292K +10,123 New
WMA
72
Wealth Management Associates
New Jersey
$289K +$289K +10,000 New
BOSSRA
73
B.O.S.S. Retirement Advisors
Utah
$284K +$2.89K +100 +1%
Citadel Advisors
74
Citadel Advisors
Florida
$248K -$931K -32,247 -79%
SFS
75
Security Financial Services
Indiana
$224K +$224K +7,753 New
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3
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