State Street SPDR Portfolio Corporate Bond ETF
SPBO
133 hedge funds and large institutions have $1.15B invested in State Street SPDR Portfolio Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 47 increasing their positions, 48 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $1.08B → $1.15B (+$64.3M)
5% more funds holding
Funds holding: 127 → 133 (+6)
2% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 48
1.24% less ownership
Funds ownership: 80.02% → 78.78% (-1.2%)
79% less call options, than puts
Call options by funds: $43K | Put options by funds: $207K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NL
NEPC LLC
Boston,
Massachusetts
|
+$70.5M |
| 2 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$7.57M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.35M |
| 4 |
PA
Procyon Advisors
Shelton,
Connecticut
|
+$6.49M |
| 5 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
+$6.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$7.81M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$6.26M |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$4.11M |
| 4 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$3.83M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.48M |
SPBO Hedge Fund Activity: Q2 2024 in Review
133 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2024, worth a combined $1.15B — up 5.9% from $1.08B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SPBO positions and 18 closed out — a net gain of 8 holders — while 47 added to existing stakes and 48 trimmed.
The largest buyer was NEPC LLC, opening a new position worth an estimated $70.5M. The largest seller was Financial Gravity Asset Management, cutting an estimated $7.81M.
- 133 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2024, up from 127 in Q1 2024.
- Funds reported $1.15B of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2024, up 5.9% quarter-over-quarter.
- 26 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2024 and 18 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2024 was NEPC LLC, an estimated $70.5M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2024 was Financial Gravity Asset Management, an estimated $7.81M sold.
Based on aggregated 13F filings for Q2 2024.