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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

151 hedge funds and large institutions have $1.44B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
70
Reduced
43
Closed
15
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$552K

Top Buyers

1
NL
1
NEPC LLC
Massachusetts
$185M
2
CA
2
CoreCap Advisors
Michigan
$25.8M
3
CI
3
CX Institutional
Indiana
$50.9M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$13.2M
5
LPL Financial
5
LPL Financial
California
$104M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$493K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.14M
3
DJSG
3
D.J. St. Germain
Massachusetts
$69.3M
4
QPWM
4
Quadrant Private Wealth Management
Pennsylvania
$1.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
76
Stifel Financial
Missouri
$956K +$42.3K +1,477 +5%
Corient Private Wealth
77
Corient Private Wealth
Florida
$911K +$64.3K +2,245 +8%
SCTC
78
Sanibel Captiva Trust Company
Florida
$859K – – –
HF
79
HRT Financial
New York
$858K -$75.9K -2,652 -8%
DLHL
80
Donald L. Hagan LLC
Florida
$785K -$19K -664 -2%
SA
81
Sanctuary Advisors
Indiana
$716K +$95.8K +3,321 +15%
LFAS
82
Level Four Advisory Services
Texas
$642K +$14.8K +516 +2%
AP
83
Americana Partners
Texas
$628K +$628K +21,942 New
IWP
84
Invenio Wealth Partners
Florida
$612K – – –
NWMG
85
National Wealth Management Group
Ohio
$588K +$65.2K +2,276 +12%
Citigroup
86
Citigroup
New York
$586K +$32.1K +1,122 +6%
NA
87
NewEdge Advisors
Louisiana
$583K -$4.3K -150 -0.7%
LFA
88
Laraway Financial Advisors
Minnesota
$577K -$12.6K -440 -2%
CFAM
89
Center For Asset Management
Florida
$559K -$5.18K -181 -0.9%
GVAG
90
Great Valley Advisor Group
Delaware
$534K -$662K -23,145 -55%
PWMG
91
Prestige Wealth Management Group
New Jersey
$493K -$24.3M -847,753 -98%
PA
92
Parallel Advisors
California
$489K +$72.9K +2,544 +18%
OIA
93
OneDigital Investment Advisors
Kansas
$487K -$2.43K -85 -0.5%
FFA
94
Farther Finance Advisors
California
$434K +$15.6K +546 +4%
PTC
95
Private Trust Company
Ohio
$392K +$73.1K +2,553 +23%
DA
96
Detalus Advisors
Missouri
$385K +$133K +4,631 +53%
RP
97
Rice Partnership
Hawaii
$383K – – –
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$379K +$49.8K +1,739 +15%
PWG
99
Private Wealth Group
Florida
$373K -$7.45K -260 -2%
BIM
100
Breakwater Investment Management
Washington
$352K +$25.6K +893 +8%
2 3
4
5 6