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State Street SPDR Portfolio Corporate Bond ETF
SPBO

127 hedge funds and large institutions have $1.08B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 124 → 127 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $1.12B → $1.08B (-$41.6M)

14.18% less ownership

Funds ownership: 94.19% → 80.02% (-14%)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.83%
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
AssetMark Inc
California
+$30.4M
2
PA
Procyon Advisors
Connecticut
+$25M
3
ZIM
Zacks Investment Management
Illinois
+$7.7M
4
RWP
RWA Wealth Partners
Massachusetts
+$7.47M
5
Bank of America
Bank of America
North Carolina
+$7.21M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$103M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$9.87M
5
DJSG
D.J. St. Germain
Massachusetts
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$470K +$33.1K +1,140 +8%
BRWA
77
B. Riley Wealth Advisors
Florida
$466K -$377K -13,000 -43%
PS
78
Principal Securities
Iowa
$431K +$20.8K +718 +5%
CF
79
Convergence Financial
Missouri
$407K +$406K +13,997 New
PIA
80
Perennial Investment Advisors
California
$400K +$27.9K +962 +8%
RP
81
Rice Partnership
Hawaii
$389K +$388K +13,356 New
NWMG
82
National Wealth Management Group
Ohio
$376K -$36.5K -1,258 -9%
CAN
83
Cetera Advisor Networks
California
$372K +$130K +4,463 +54%
AA
84
Aire Advisors
California
$365K +$552 +19 +0.2%
BAM
85
Belpointe Asset Management
Nevada
$362K +$30.2K +1,040 +9%
TVAMP
86
Tennessee Valley Asset Management Partners
Tennessee
$353K +$164K +5,650 +87%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$335K – – –
AAS
88
Avantax Advisory Services
Texas
$302K +$301K +10,374 New
CASC
89
Coppell Advisory Solutions Corp
Texas
$298K +$297K +10,220 New
AG
90
Ascent Group
Virginia
$289K -$784 -27 -0.3%
PFS
91
Prospera Financial Services
Texas
$279K +$31.2K +1,074 +13%
DA
92
Detalus Advisors
Missouri
$267K -$1.08M -37,108 -80%
Creative Planning
93
Creative Planning
Kansas
$253K -$2.58K -89 -1%
AFA
94
Arlington Financial Advisors
California
$241K +$240K +8,264 New
BOSSRA
95
B.O.S.S. Retirement Advisors
Utah
$234K -$54.9K -1,892 -19%
SAG
96
SageView Advisory Group
California
$230K +$144K +4,945 New
PTC
97
Private Trust Company
Ohio
$224K +$8.22K +283 +4%
SFS
98
Security Financial Services
Indiana
$214K -$38.7K -1,332 -15%
WPC
99
Wedmont Private Capital
Pennsylvania
$213K +$2.76K +95 +1%
NA
100
NewEdge Advisors
Louisiana
$212K +$90.6K +3,122 +75%
2 3
4
5 6

SPBO Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2024, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPBO positions and 22 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $30.4M. The largest seller was Financial Gravity Asset Management, cutting an estimated $103M.

  • 127 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $1.08B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2024 and 22 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2024 was AssetMark Inc, an estimated $30.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.