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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

160 hedge funds and large institutions have $1.39B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+9
Holders Change %
+5.96%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
55
Reduced
50
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$190M
2
GWM
2
Geneos Wealth Management
Colorado
$35.8M
3
ARC
3
Advisor Resource Council
Texas
$14.3M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$21.3M
5
Bank of America
5
Bank of America
North Carolina
$76.4M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$221M
2
NL
2
NEPC LLC
Massachusetts
$91.3M
3
LPL Financial
3
LPL Financial
California
$87.7M
4
PAG
4
Private Advisor Group
New Jersey
$5.72M
5
Raymond James Financial
5
Raymond James Financial
Florida
$997K
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$2.03M -$35.6K -1,228 -2%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$2.02M +$2.02M +69,465 New
TCM
53
Tradewinds Capital Management
Washington
$1.92M -$502K -17,294 -21%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.81M +$41.7K +1,438 +2%
TPW
55
Transatlantique Private Wealth
New York
$1.76M +$156K +5,365 +10%
OL
56
Optas LLC
Texas
$1.75M -$137K -4,706 -7%
SC
57
Savant Capital
Illinois
$1.74M -$226K -7,783 -11%
FIA
58
Foundations Investment Advisors
Arizona
$1.73M +$163K +5,626 +10%
DK
59
David Kennon
Florida
$1.72M -$21.7K -746 -1%
TFA
60
Transamerica Financial Advisors
Florida
$1.64M -$73.9K -2,543 -4%
CCA
61
Cobblestone Capital Advisors
New York
$1.62M -$64.3K -2,215 -4%
ECA
62
Elevated Capital Advisors
Utah
$1.58M -$216K -7,434 -12%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.51M +$31.9K +1,098 +2%
GSEP
64
Golden State Equity Partners
California
$1.49M -$354K -12,181 -19%
AAS
65
Ameritas Advisory Services
Nebraska
$1.48M +$255K +8,785 +21%
KSWA
66
Kathleen S. Wright Associates
Pennsylvania
$1.34M -$123K -4,245 -8%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.31M +$1.31M +44,965 New
SWP
68
ShoreHaven Wealth Partners
New Jersey
$1.3M +$6.33K +218 +0.5%
WIA
69
World Investment Advisors
California
$1.28M -$69.7K -2,402 -5%
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$1.24M +$148K +5,096 +14%
RWM
71
Ritholtz Wealth Management
New York
$1.19M +$1.19M +40,899 New
KW
72
KWB Wealth
California
$1.14M -$529K -18,487 -32%
KWS
73
Keystone Wealth Services
California
$1.12M -$628K -21,638 -36%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.08M +$27.4K +944 +3%
CFAM
75
Center For Asset Management
Florida
$1.05M +$483K +16,628 +85%
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