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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

127 hedge funds and large institutions have $1.08B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
55
Reduced
35
Closed
22
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$30.5M
2
PA
2
Procyon Advisors
Connecticut
$25.1M
3
ZIM
3
Zacks Investment Management
Illinois
$7.72M
4
RWP
4
RWA Wealth Partners
Massachusetts
$377M
5
Bank of America
5
Bank of America
North Carolina
$67M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$17.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.97M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$79M
Name Market Value Shares Shares
Change 		Shares
Change %
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$470K 16,138 +1,140 +8%
BRWA
77
B. Riley Wealth Advisors
Florida
$466K 16,906 -13,000 -43%
PS
78
Principal Securities
Iowa
$431K 14,817 +718 +5%
CF
79
Convergence Financial
Missouri
$407K 13,997 +13,997 New
PIA
80
Perennial Investment Advisors
California
$400K 13,736 +962 +8%
RP
81
Rice Partnership
Hawaii
$389K 13,356 +13,356 New
NWMG
82
National Wealth Management Group
Ohio
$376K 12,919 -1,258 -9%
CAN
83
Cetera Advisor Networks
California
$372K 12,782 +4,463 +54%
AA
84
Aire Advisors
California
$365K 12,533 +19 +0.2%
BAM
85
Belpointe Asset Management
Nevada
$362K 12,442 +1,040 +9%
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$353K 12,136 +5,650 +87%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$335K 11,491 – –
AAS
88
Avantax Advisory Services
Texas
$302K 10,374 +10,374 New
CASC
89
Coppell Advisory Solutions Corp
Texas
$298K 10,220 +10,220 New
AG
90
Ascent Group
Virginia
$289K 9,915 -27 -0.3%
PFS
91
Prospera Financial Services
Texas
$279K 9,574 +1,074 +13%
DA
92
Detalus Advisors
Missouri
$267K 9,156 -37,108 -80%
Creative Planning
93
Creative Planning
Kansas
$253K 8,694 -89 -1%
AFA
94
Arlington Financial Advisors
California
$241K 8,264 +8,264 New
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$234K 7,951 -1,892 -19%
SAG
96
SageView Advisory Group
California
$230K 4,945 +4,945 New
PTC
97
Private Trust Company
Ohio
$224K 7,699 +283 +4%
SFS
98
Security Financial Services
Indiana
$214K 7,355 -1,332 -15%
WPC
99
Wedmont Private Capital
Pennsylvania
$213K 7,388 +95 +1%
NA
100
NewEdge Advisors
Louisiana
$212K 7,284 +3,122 +75%
2 3
4
5 6