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State Street SPDR Portfolio Corporate Bond ETF

162 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

41% more call options, than puts

Call options by funds: $499K | Put options by funds: $354K

7% more funds holding

Funds holding: 152162 (+10)

1.81% more ownership

Funds ownership: 77.46%79.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $1.44B → $1.39B (-$54.3M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
55
Reduced
51
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
CW
76
CreativeOne Wealth
Kansas
$1.01M -$123K -4,279 -11%
SIA
77
Strategic Investment Advisors
Michigan
$1.01M -$19.6K -680 -2%
Raymond James Financial
78
Raymond James Financial
Florida
$997K -$4.98M -172,715 -83%
M1FG
79
Mach-1 Financial Group
Arkansas
$985K +$978K +33,928 New
Corient Private Wealth
80
Corient Private Wealth
Florida
$924K
SCTC
81
Sanibel Captiva Trust Company
Florida
$871K
LFAS
82
Level Four Advisory Services
Texas
$781K +$129K +4,487 +20%
DLHL
83
Donald L. Hagan LLC
Florida
$755K -$39.8K -1,380 -5%
NWMG
84
National Wealth Management Group
Ohio
$752K +$155K +5,373 +26%
MFG
85
Merit Financial Group
Georgia
$718K -$415K -14,397 -37%
AFG
86
Atomi Financial Group
New York
$639K +$634K +22,004 New
NA
87
NewEdge Advisors
Louisiana
$633K +$41K +1,422 +7%
IWP
88
Invenio Wealth Partners
Florida
$621K
SA
89
Sanctuary Advisors
Indiana
$609K -$110K -3,814 -15%
Citigroup
90
Citigroup
New York
$584K -$10.5K -364 -2%
LFA
91
Laraway Financial Advisors
Minnesota
$582K -$2.51K -87 -0.4%
RA
92
RFG Advisory
Alabama
$570K -$1.97M -68,297 -78%
FFA
93
Farther Finance Advisors
California
$512K +$72.3K +2,506 +17%
AA
94
Alesco Advisors
New York
$510K +$507K +17,585 New
PWMG
95
Prestige Wealth Management Group
New Jersey
$500K
AG
96
Ascent Group
Virginia
$498K +$156K +5,403 +46%
MAFA
97
MJT & Associates Financial Advisory
Minnesota
$474K +$471K +16,327 New
GVAG
98
Great Valley Advisor Group
Delaware
$434K -$106K -3,686 -20%
Stifel Financial
99
Stifel Financial
Missouri
$431K -$534K -18,517 -55%
DA
100
Detalus Advisors
Missouri
$415K +$24.7K +856 +6%

SPBO Hedge Fund Activity: Q1 2025 in Review

162 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2025, worth a combined $1.39B — down 3.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPBO positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $154M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 162 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $1.39B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2025 was Ameriprise, an estimated $154M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2025.