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State Street SPDR Portfolio Corporate Bond ETF

162 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

41% more call options, than puts

Call options by funds: $499K | Put options by funds: $354K

7% more funds holding

Funds holding: 152162 (+10)

1.81% more ownership

Funds ownership: 77.46%79.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $1.44B → $1.39B (-$54.3M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% 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
51
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$2.03M -$35.4K -1,228 -2%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$2.02M +$2M +69,465 New
TCM
53
Tradewinds Capital Management
Washington
$1.92M -$499K -17,294 -21%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$1.81M +$41.5K +1,438 +2%
TPW
55
Transatlantique Private Wealth
New York
$1.76M +$155K +5,365 +10%
OL
56
Optas LLC
Texas
$1.75M -$136K -4,706 -7%
FIA
57
Foundations Investment Advisors
Arizona
$1.73M +$162K +5,626 +10%
SC
58
Savant Capital
Illinois
$1.73M -$240K -8,320 -12%
DK
59
David Kennon
Florida
$1.72M -$21.5K -746 -1%
TFA
60
Transamerica Financial Advisors
Florida
$1.64M -$73.3K -2,543 -4%
CCA
61
Cobblestone Capital Advisors
New York
$1.62M -$63.9K -2,215 -4%
ECA
62
Elevated Capital Advisors
Utah
$1.58M -$214K -7,434 -12%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$1.51M +$31.7K +1,098 +2%
GSEP
64
Golden State Equity Partners
California
$1.49M -$351K -12,181 -19%
AAS
65
Ameritas Advisory Services
Nebraska
$1.48M +$253K +8,785 +21%
KSWA
66
Kathleen S. Wright Associates
Pennsylvania
$1.34M -$122K -4,245 -8%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.31M +$1.3M +44,965 New
SWP
68
ShoreHaven Wealth Partners
New Jersey
$1.3M +$6.29K +218 +0.5%
WIA
69
World Investment Advisors
California
$1.28M -$69.3K -2,402 -5%
QPWM
70
Quadrant Private Wealth Management
Pennsylvania
$1.24M +$147K +5,096 +14%
RWM
71
Ritholtz Wealth Management
New York
$1.19M +$1.18M +40,899 New
KW
72
KWB Wealth
California
$1.14M -$533K -18,487 -32%
KWS
73
Keystone Wealth Services
California
$1.12M -$624K -21,638 -36%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$1.08M +$27.2K +944 +3%
CFAM
75
Center For Asset Management
Florida
$1.05M +$479K +16,628 +85%

SPBO Hedge Fund Activity: Q1 2025 in Review

162 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2025, worth a combined $1.39B — down 3.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPBO positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $154M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 162 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $1.39B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2025 was Ameriprise, an estimated $154M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2025.