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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

127 hedge funds and large institutions have $1.08B invested in 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.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.84%
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
1
AssetMark Inc
California
$30.5M
2
PA
2
Procyon Advisors
Connecticut
$25.1M
3
ZIM
3
Zacks Investment Management
Illinois
$7.72M
4
RWP
4
RWA Wealth Partners
Massachusetts
$377M
5
Bank of America
5
Bank of America
North Carolina
$67M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$17.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.97M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$79M
Name Market Value Shares Shares
Change 		Shares
Change %
OL
51
Optas LLC
Texas
$1.96M 67,355 -573 -0.8%
DK
52
David Kennon
Florida
$1.83M 63,014 -3,183 -5%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.63M 56,040 +48,372 +631%
Osaic Holdings
54
Osaic Holdings
Arizona
$1.55M 53,277 +33,001 +163%
5SA
55
5th Street Advisors
Connecticut
$1.3M 44,498 +44,498 New
FLA
56
Financial Life Advisors
Texas
$1.26M 43,397 -30,910 -42%
QPWM
57
Quadrant Private Wealth Management
Pennsylvania
$1.25M 42,993 +2,389 +6%
KSWA
58
Kathleen S. Wright Associates
Pennsylvania
$1.1M 37,694 +762 +2%
FAIM
59
Financial Advocates Investment Management
Washington
$1.04M 35,771 +1,254 +4%
JWCA
60
J.W. Cole Advisors
Florida
$1.01M 34,552 +34,552 New
HPC
61
Hobart Private Capital
North Carolina
$941K 32,312 -96,934 -75%
Citadel Advisors
62
Citadel Advisors
Florida
$873K 29,980 +29,980 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$861K 29,579 +2 +0%
ARC
64
Advisor Resource Council
Texas
$838K 28,496 -188,576 -87%
SP
65
Sequent Planning
Nebraska
$815K 27,983 +27,983 New
WIA
66
World Investment Advisors
California
$791K 27,170 +27,170 New
DLHL
67
Donald L. Hagan LLC
Florida
$746K 25,639 +14,010 +120%
SIA
68
Strategic Investment Advisors
Michigan
$710K 24,381 +24,381 New
AAS
69
Ameritas Advisory Services
Nebraska
$649K 22,300 +22,300 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$606K 20,805 +20,805 New
Stifel Financial
71
Stifel Financial
Missouri
$551K 18,932 +18,932 New
AWM
72
Avior Wealth Management
Nebraska
$537K 18,452 – –
LFA
73
Laraway Financial Advisors
Minnesota
$526K 18,078 -1,264 -7%
JCIA
74
Jackson Creek Investment Advisors
Colorado
$521K 17,900 -3,066 -15%
Citigroup
75
Citigroup
New York
$516K 17,732 +6,033 +52%
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