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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

92 hedge funds and large institutions have $399M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
40
Reduced
19
Closed
12
Calls
$3.96M
Puts
$21.4M
Net Calls
-$17.5M
Net Calls Change
+$35.3M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$27.8M
2
CI
2
CX Institutional
Indiana
$28.5M
3
LPL Financial
3
LPL Financial
California
$50M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.3M
5
PAG
5
Private Advisor Group
New Jersey
$14.8M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$11.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$48M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.82M
4
Jane Street
4
Jane Street
New York
$8.51M
5
DK
5
David Kennon
Florida
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$55.4K 1,787 +304 +20%
BAM
77
Belpointe Asset Management
Nevada
$40.8K 1,396 +255 +22%
GFWA
78
Grey Fox Wealth Advisors
Delaware
$32K 1,093 +1,093 New
GWS
79
Glassman Wealth Services
Virginia
$31.9K 1,089 +1,089 New
UBS Group
80
UBS Group
Switzerland
$27.6K 945 +945 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$19.8K 676 – –
WWP
82
WR Wealth Planners
Missouri
$9.83K 336 +336 New
NA
83
NewEdge Advisors
Louisiana
$9.16K 313 – –
FWP
84
FAS Wealth Partners
Kansas
$6.46K 221 +2 +0.9%
ACA
85
Aptus Capital Advisors
Alabama
$4.97K 170 -27,072 -99%
FGAM
86
Financial Gravity Asset Management
Texas
$4.46K 152,433 +89,638 +143%
TAM
87
Tucker Asset Management
Colorado
$3.77K 129 +129 New
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.93K 100 – –
IHWM
89
Iron Horse Wealth Management
Iowa
$994 33 – –
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$682 23,348 +10,881 +87%
HI
91
Harbour Investments
Wisconsin
$59 2 – –
Fidelity Investments
92
Fidelity Investments
Massachusetts
$29 1 -28 -97%
Wells Fargo
93
Wells Fargo
California
– – – –
FFG
94
Ford Financial Group
California
– – -118,400 Closed
KAS
95
Kestra Advisory Services
Texas
– – -12,344 Closed
SWP
96
Summit Wealth Partners
Florida
– – -10,646 Closed
Creative Planning
97
Creative Planning
Kansas
– – -8,737 Closed
IFA
98
Interactive Financial Advisors
Illinois
– – -6,571 Closed
CASC
99
Coppell Advisory Solutions Corp
Texas
– – -1,460 Closed
CAS
100
Coppell Advisory Solutions
Texas
– – -1,460 Closed
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4
5