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State Street SPDR Portfolio Corporate Bond ETF
SPBO

127 hedge funds and large institutions have $1.08B invested in State Street SPDR Portfolio Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 124 → 127 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $1.12B → $1.08B (-$41.6M)

14.18% less ownership

Funds ownership: 94.19% → 80.02% (-14%)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.83%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
55
Reduced
35
Closed
22
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$30.4M
2
PA
Procyon Advisors
Connecticut
+$25M
3
ZIM
Zacks Investment Management
Illinois
+$7.7M
4
RWP
RWA Wealth Partners
Massachusetts
+$7.47M
5
Bank of America
Bank of America
North Carolina
+$7.21M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$103M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$9.87M
5
DJSG
D.J. St. Germain
Massachusetts
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
OL
51
Optas LLC
Texas
$1.96M -$16.6K -573 -0.8%
DK
52
David Kennon
Florida
$1.83M -$92.4K -3,183 -5%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.63M +$1.4M +48,372 +631%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.55M +$958K +33,001 +163%
5SA
55
5th Street Advisors
Connecticut
$1.3M +$1.29M +44,498 New
FLA
56
Financial Life Advisors
Texas
$1.26M -$897K -30,910 -42%
QPWM
57
Quadrant Private Wealth Management
Pennsylvania
$1.25M +$69.4K +2,389 +6%
KSWA
58
Kathleen S. Wright Associates
Pennsylvania
$1.1M +$22.1K +762 +2%
FAIM
59
Financial Advocates Investment Management
Washington
$1.04M +$36.4K +1,254 +4%
JWCA
60
J.W. Cole Advisors
Florida
$1.01M +$1M +34,552 New
HPC
61
Hobart Private Capital
North Carolina
$941K -$2.81M -96,934 -75%
Citadel Advisors
62
Citadel Advisors
Florida
$873K +$870K +29,980 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$861K +$58 +2 +0%
ARC
64
Advisor Resource Council
Texas
$838K -$5.48M -188,576 -87%
SP
65
Sequent Planning
Nebraska
$815K +$812K +27,983 New
WIA
66
World Investment Advisors
California
$791K +$789K +27,170 New
DLHL
67
Donald L. Hagan LLC
Florida
$746K +$407K +14,010 +120%
SIA
68
Strategic Investment Advisors
Michigan
$710K +$708K +24,381 New
AAS
69
Ameritas Advisory Services
Nebraska
$649K +$647K +22,300 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$606K +$604K +20,805 New
Stifel Financial
71
Stifel Financial
Missouri
$551K +$550K +18,932 New
AWM
72
Avior Wealth Management
Nebraska
$537K – – –
LFA
73
Laraway Financial Advisors
Minnesota
$526K -$36.7K -1,264 -7%
JCIA
74
Jackson Creek Investment Advisors
Colorado
$521K -$89K -3,066 -15%
Citigroup
75
Citigroup
New York
$516K +$175K +6,033 +52%
1 2
3
4 5

SPBO Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2024, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPBO positions and 22 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $30.4M. The largest seller was Financial Gravity Asset Management, cutting an estimated $103M.

  • 127 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $1.08B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2024 and 22 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2024 was AssetMark Inc, an estimated $30.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.