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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

107 hedge funds and large institutions have $921M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
42
Reduced
25
Closed
15
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$32K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$281M
2
FGAM
2
Financial Gravity Asset Management
Texas
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.7M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$15.9M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$94.8M
3
Bank of America
3
Bank of America
North Carolina
$23M
4
CWM
4
Congress Wealth Management
Massachusetts
$31.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
51
Jacobi Capital Management
Pennsylvania
$886K +$173K +6,268 +24%
Corient Private Wealth
52
Corient Private Wealth
Florida
$816K +$816K +29,577 New
MA
53
Mutual Advisors
Nebraska
$785K +$239K +8,667 +44%
State of Wisconsin Investment Board
54
State of Wisconsin Investment Board
Wisconsin
$753K – – –
KFG
55
Kingdom Financial Group
Arizona
$745K +$90.8K +3,293 +14%
QPWM
56
Quadrant Private Wealth Management
Pennsylvania
$734K -$120K -4,337 -14%
KSWA
57
Kathleen S. Wright Associates
Pennsylvania
$732K +$163K +5,907 +29%
GIA
58
Gladstone Institutional Advisory
Florida
$726K -$12.9K -468 -2%
WP
59
WealthSource Partners
California
$652K -$475K -17,210 -42%
RJA
60
Raymond James & Associates
Florida
$617K +$617K +22,374 New
TFA
61
Transamerica Financial Advisors
Florida
$612K -$264K -9,565 -30%
NS
62
NBC Securities
Alabama
$611K +$611K +22,170 New
JCIA
63
Jackson Creek Investment Advisors
Colorado
$567K +$4.38K +159 +0.8%
DLHL
64
Donald L. Hagan LLC
Florida
$550K +$45.8K +1,662 +9%
LFA
65
Laraway Financial Advisors
Minnesota
$539K – – –
Osaic Holdings
66
Osaic Holdings
Arizona
$494K +$175K +6,347 +55%
BRWA
67
B. Riley Wealth Advisors
Florida
$466K +$4.5K +163 +1%
GSEP
68
Golden State Equity Partners
California
$438K +$438K +15,873 New
PFS
69
Prospera Financial Services
Texas
$428K +$24.8K +900 +6%
VPP
70
Vertex Planning Partners
Illinois
$410K +$410K +14,875 New
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$400K +$400K +14,521 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$363K -$493K -17,865 -58%
AWS
73
Atria Wealth Solutions
New York
$341K -$314K -11,377 -48%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$327K +$327K +11,854 New
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$317K – – –
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3
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