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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

148 hedge funds and large institutions have $1.16B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-12
Holders Change %
-7.5%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
51
Reduced
62
Closed
20
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$121K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.1M
3
VA
3
Valmark Advisers
Ohio
$6.08M
4
AWM
4
AE Wealth Management
Kansas
$46.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$9.91M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$40.9M
2
CA
2
CoreCap Advisors
Michigan
$367K
3
NL
3
NEPC LLC
Massachusetts
$74.7M
4
ARC
4
Advisor Resource Council
Texas
$354K
5
GWM
5
Geneos Wealth Management
Colorado
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
51
Corient Private Wealth
Florida
$1.86M +$930K +31,822 +100%
TPW
52
Transatlantique Private Wealth
New York
$1.83M +$51.6K +1,766 +3%
CCA
53
Cobblestone Capital Advisors
New York
$1.79M +$157K +5,360 +10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.78M +$261K +8,939 +17%
DK
55
David Kennon
Florida
$1.71M -$27.1K -927 -2%
OL
56
Optas LLC
Texas
$1.67M -$92.9K -3,181 -5%
TFA
57
Transamerica Financial Advisors
Florida
$1.62M -$29K -994 -2%
ECA
58
Elevated Capital Advisors
Utah
$1.58M – – –
AAS
59
Ameritas Advisory Services
Nebraska
$1.57M +$81.1K +2,776 +5%
SC
60
Savant Capital
Illinois
$1.41M -$342K -11,707 -20%
SWP
61
ShoreHaven Wealth Partners
New Jersey
$1.34M +$26.6K +912 +2%
KSWA
62
Kathleen S. Wright Associates
Pennsylvania
$1.31M -$43.3K -1,481 -3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.26M +$175K +5,994 +16%
WIA
64
World Investment Advisors
California
$1.17M -$124K -4,247 -10%
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$1.07M -$178K -6,107 -14%
AA
66
Alesco Advisors
New York
$1.07M +$557K +19,060 +108%
KWS
67
Keystone Wealth Services
California
$996K -$133K -4,535 -12%
SIA
68
Strategic Investment Advisors
Michigan
$962K -$49.5K -1,697 -5%
LFAS
69
Level Four Advisory Services
Texas
$914K +$127K +4,356 +16%
AQR Capital Management
70
AQR Capital Management
Connecticut
$888K +$888K +30,398 New
SCTC
71
Sanibel Captiva Trust Company
Florida
$877K – – –
CW
72
CreativeOne Wealth
Kansas
$782K -$238K -8,156 -23%
Raymond James Financial
73
Raymond James Financial
Florida
$776K -$228K -7,797 -23%
AFG
74
Atomi Financial Group
New York
$770K +$127K +4,334 +20%
MFG
75
Merit Financial Group
Georgia
$677K -$45.8K -1,567 -6%
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