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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

107 hedge funds and large institutions have $921M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
42
Reduced
25
Closed
15
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$32K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$281M
2
FGAM
2
Financial Gravity Asset Management
Texas
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.7M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$15.9M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$94.8M
3
Bank of America
3
Bank of America
North Carolina
$23M
4
CWM
4
Congress Wealth Management
Massachusetts
$31.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
76
DFPG Investments
Utah
$310K +$310K +11,300 New
NWMG
77
National Wealth Management Group
Ohio
$300K +$6.98K +253 +2%
PCIA
78
Prime Capital Investment Advisors
Kansas
$279K – – –
CRG
79
Cornerstone Retirement Group
Nevada
$279K – – –
Citigroup
80
Citigroup
New York
$278K +$75K +2,721 +37%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$270K +$270K +9,801 New
BOSSRA
82
B.O.S.S. Retirement Advisors
Utah
$267K -$4.55K -165 -2%
CAN
83
Cetera Advisor Networks
California
$233K +$233K +8,453 New
ARC
84
Advisor Resource Council
Texas
$229K -$96.8K -3,508 -30%
SF
85
Slagle Financial
Illinois
$228K +$228K +8,268 New
Creative Planning
86
Creative Planning
Kansas
$222K +$222K +8,042 New
PTC
87
Private Trust Company
Ohio
$206K -$5.9K -214 -3%
SSWM
88
Sheets Smith Wealth Management
North Carolina
$157K +$157K +5,700 New
ACA
89
Aptus Capital Advisors
Alabama
$145K +$141K +5,099 +2,999%
GRP
90
Global Retirement Partners
California
$143K -$1.25M -46,096 -90%
NA
91
NewEdge Advisors
Louisiana
$120K – – –
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$102K +$102K +3,689 New
AF
93
Advisornet Financial
Minnesota
$72.9K – – –
BCM
94
BluePath Capital Management
Georgia
$66.9K +$66.9K +2,427 New
FRA
95
Front Row Advisors
California
$64.4K – – –
CAS
96
Coppell Advisory Solutions
Texas
$41.4K +$25.4K +894 +158%
CFD
97
Creative Financial Designs
Indiana
$34.3K +$34.3K +1,243 New
Wells Fargo
98
Wells Fargo
California
$21.5K +$21.5K +779 +77,900%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$18.6K – – –
CFGS
100
Concourse Financial Group Securities
Alabama
$12.2K +$12.2K +443 New
1 2 3
4
5