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State Street SPDR Portfolio Corporate Bond ETF

155 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 162155 (-7)

4.59% less ownership

Funds ownership: 79.27%74.68% (-4.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$204M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
54
Reduced
63
Closed
20
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$1.97M +$149K +5,197 +8%
TPW
52
Transatlantique Private Wealth
New York
$1.83M +$50.6K +1,766 +3%
CCA
53
Cobblestone Capital Advisors
New York
$1.79M +$154K +5,360 +10%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$1.78M +$256K +8,939 +17%
DK
55
David Kennon
Florida
$1.71M -$26.6K -927 -2%
OL
56
Optas LLC
Texas
$1.67M -$91.2K -3,181 -5%
TFA
57
Transamerica Financial Advisors
Florida
$1.62M -$28.5K -994 -2%
ECA
58
Elevated Capital Advisors
Utah
$1.58M
AAS
59
Ameritas Advisory Services
Nebraska
$1.57M +$79.6K +2,776 +5%
SC
60
Savant Capital
Illinois
$1.41M -$325K -11,338 -19%
SWP
61
ShoreHaven Wealth Partners
New Jersey
$1.34M +$26.2K +912 +2%
KSWA
62
Kathleen S. Wright Associates
Pennsylvania
$1.31M -$42.5K -1,481 -3%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.26M +$172K +5,994 +16%
WIA
64
World Investment Advisors
California
$1.17M -$122K -4,247 -10%
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$1.07M -$175K -6,107 -14%
AA
66
Alesco Advisors
New York
$1.07M +$547K +19,060 +108%
KWS
67
Keystone Wealth Services
California
$996K -$130K -4,535 -12%
SIA
68
Strategic Investment Advisors
Michigan
$962K -$48.7K -1,697 -5%
Corient Private Wealth
69
Corient Private Wealth
Florida
$930K
LFAS
70
Level Four Advisory Services
Texas
$914K +$125K +4,356 +16%
AQR Capital Management
71
AQR Capital Management
Connecticut
$888K +$872K +30,398 New
SCTC
72
Sanibel Captiva Trust Company
Florida
$877K
CW
73
CreativeOne Wealth
Kansas
$782K -$234K -8,156 -23%
Raymond James Financial
74
Raymond James Financial
Florida
$776K -$224K -7,797 -23%
NWMG
75
National Wealth Management Group
Ohio
$776K +$18.5K +644 +2%

SPBO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2025, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPBO and 15 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $42.9M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 155 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2025, down from 162 in Q1 2025.
  • Funds reported $1.18B of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2025 and 20 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $42.9M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2025.