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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

151 hedge funds and large institutions have $1.44B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
70
Reduced
43
Closed
15
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$552K

Top Buyers

1
NL
1
NEPC LLC
Massachusetts
$185M
2
CA
2
CoreCap Advisors
Michigan
$25.8M
3
CI
3
CX Institutional
Indiana
$50.9M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$13.2M
5
LPL Financial
5
LPL Financial
California
$104M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$493K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.14M
3
DJSG
3
D.J. St. Germain
Massachusetts
$69.3M
4
QPWM
4
Quadrant Private Wealth Management
Pennsylvania
$1.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OL
51
Optas LLC
Texas
$1.86M -$83.5K -2,915 -4%
GSEP
52
Golden State Equity Partners
California
$1.82M +$1.82M +63,469 New
ECA
53
Elevated Capital Advisors
Utah
$1.77M +$943K +32,914 +114%
KW
54
KWB Wealth
California
$1.75M -$275K -9,142 -14%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$1.74M -$873K -30,474 -33%
KWS
56
Keystone Wealth Services
California
$1.73M -$117K -4,069 -6%
DK
57
David Kennon
Florida
$1.72M -$10.1K -353 -0.6%
TFA
58
Transamerica Financial Advisors
Florida
$1.69M -$51K -1,779 -3%
CCA
59
Cobblestone Capital Advisors
New York
$1.66M -$101K -3,535 -6%
TPW
60
Transatlantique Private Wealth
New York
$1.59M +$1.98K +69 +0.1%
FIA
61
Foundations Investment Advisors
Arizona
$1.54M -$923K -32,212 -37%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$1.46M +$177K +6,183 +14%
KSWA
63
Kathleen S. Wright Associates
Pennsylvania
$1.45M +$84.1K +2,938 +6%
IAA
64
Independent Advisor Alliance
North Carolina
$1.44M +$1.44M +50,228 New
FHC
65
First Heartland Consultants
Missouri
$1.35M +$1.35M +47,289 New
WIA
66
World Investment Advisors
California
$1.34M -$332K -11,607 -20%
SWP
67
ShoreHaven Wealth Partners
New Jersey
$1.28M +$65.7K +2,295 +5%
AAS
68
Ameritas Advisory Services
Nebraska
$1.21M +$166K +5,781 +16%
FAIM
69
Financial Advocates Investment Management
Washington
$1.16M +$79.4K +2,771 +7%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$1.13M +$258K +9,014 +30%
CW
71
CreativeOne Wealth
Kansas
$1.12M -$159K -5,535 -12%
MFG
72
Merit Financial Group
Georgia
$1.12M -$3.27K -114 -0.3%
QPWM
73
Quadrant Private Wealth Management
Pennsylvania
$1.08M -$1.48M -51,633 -58%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.04M +$287K +10,008 +38%
SIA
75
Strategic Investment Advisors
Michigan
$1.01M +$275K +9,599 +37%
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