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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

97 hedge funds and large institutions have $550M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
45
Reduced
27
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$17.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$38.9M
2
LPL Financial
2
LPL Financial
California
$64.1M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.9M
4
JWCA
4
J.W. Cole Advisors
Florida
$3.32M
5
Bank of America
5
Bank of America
North Carolina
$39.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Squarepoint
2
Squarepoint
New York
$4.76M
3
OMC
3
Old Mission Capital
Illinois
$736K
4
IWM
4
IHT Wealth Management
Illinois
$24.2M
5
WA
5
Wealthstar Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
76
Private Trust Company
Ohio
$222K -$12.8K -445 -5%
CWM
77
Collaborative Wealth Management
Florida
$220K -$48.5K -1,680 -18%
Citigroup
78
Citigroup
New York
$212K +$62.7K +2,171 +42%
WPC
79
Wedmont Private Capital
Pennsylvania
$204K +$3.16K +110 +2%
IA
80
IFP Advisors
Florida
$171K +$120K +4,144 +232%
NA
81
NewEdge Advisors
Louisiana
$125K +$116K +4,025 +1,286%
AF
82
Advisornet Financial
Minnesota
$76.4K +$76.4K +2,645 New
FRA
83
Front Row Advisors
California
$67K – – –
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$19.5K – – –
CAS
85
Coppell Advisory Solutions
Texas
$16.3K +$16.3K +566 New
WWP
86
WR Wealth Planners
Missouri
$9.7K – – –
FGAM
87
Financial Gravity Asset Management
Texas
$7.81K +$193 +3,858 +3%
LWP
88
Lumature Wealth Partners
Georgia
$6.64K +$6.64K +230 New
FWP
89
FAS Wealth Partners
Kansas
$6.45K +$58 +2 +0.9%
ACA
90
Aptus Capital Advisors
Alabama
$4.91K – – –
UBS Group
91
UBS Group
Switzerland
$4.71K -$22.6K -782 -83%
TAM
92
Tucker Asset Management
Colorado
$3.73K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$3.68K +$3.65K +126 +12,600%
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.89K – – –
IHWM
95
Iron Horse Wealth Management
Iowa
$981 +$29 +1 +3%
HI
96
Harbour Investments
Wisconsin
$58 – – –
Wells Fargo
97
Wells Fargo
California
$21 +$21 +1 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
– -$6.3M -206,485 Closed
WA
99
Wealthstar Advisors
Texas
– -$2.79M -95,420 Closed
FIM
100
Freedom Investment Management
Connecticut
– -$340K -11,631 Closed
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