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State Street SPDR Portfolio Corporate Bond ETF

155 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 162155 (-7)

4.59% less ownership

Funds ownership: 79.27%74.68% (-4.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$204M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
54
Reduced
63
Closed
20
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Atomi Financial Group
New York
$770K +$124K +4,334 +20%
MFG
77
Merit Financial Group
Georgia
$677K -$44.9K -1,567 -6%
DLHL
78
Donald L. Hagan LLC
Florida
$628K -$130K -4,517 -17%
IWP
79
Invenio Wealth Partners
Florida
$625K
SA
80
Sanctuary Advisors
Indiana
$618K +$5.13K +179 +0.9%
NA
81
NewEdge Advisors
Louisiana
$616K -$20.8K -726 -3%
LFA
82
Laraway Financial Advisors
Minnesota
$580K -$5.42K -189 -0.9%
CFAM
83
Center For Asset Management
Florida
$556K -$481K -16,779 -46%
KFG
84
Kingdom Financial Group
Arizona
$517K +$507K +17,693 New
PWM
85
Prosperity Wealth Management
California
$490K +$481K +16,780 New
Creative Planning
86
Creative Planning
Kansas
$488K +$186K +6,498 +64%
MAFA
87
MJT & Associates Financial Advisory
Minnesota
$477K
Stifel Financial
88
Stifel Financial
Missouri
$429K -$5.33K -186 -1%
NAS
89
NWF Advisory Services
California
$403K +$396K +13,794 New
RP
90
Rice Partnership
Hawaii
$390K
DA
91
Detalus Advisors
Missouri
$385K -$32.2K -1,123 -8%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$380K
CA
93
CoreCap Advisors
Michigan
$367K -$27.4M -954,252 -99%
AIM
94
Advyzon Investment Management
Illinois
$363K +$357K +12,430 New
AG
95
Ascent Group
Virginia
$357K -$142K -4,952 -29%
Citigroup
96
Citigroup
New York
$357K -$227K -7,902 -39%
BIM
97
Breakwater Investment Management
Washington
$355K -$25.6K -893 -7%
ARC
98
Advisor Resource Council
Texas
$354K -$14.2M -493,366 -98%
SA
99
Sovran Advisors
California
$290K +$288K +10,043 New
AA
100
Aire Advisors
California
$288K +$975 +34 +0.3%

SPBO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2025, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPBO and 15 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $42.9M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 155 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2025, down from 162 in Q1 2025.
  • Funds reported $1.18B of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2025 and 20 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $42.9M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2025.