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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

148 hedge funds and large institutions have $1.16B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-12
Holders Change %
-7.5%
% of All Funds
1.98%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
51
Reduced
62
Closed
20
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$121K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.1M
3
VA
3
Valmark Advisers
Ohio
$6.08M
4
AWM
4
AE Wealth Management
Kansas
$46.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$9.91M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$40.9M
2
CA
2
CoreCap Advisors
Michigan
$367K
3
NL
3
NEPC LLC
Massachusetts
$74.7M
4
ARC
4
Advisor Resource Council
Texas
$354K
5
GWM
5
Geneos Wealth Management
Colorado
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
DLHL
76
Donald L. Hagan LLC
Florida
$628K -$132K -4,517 -17%
IWP
77
Invenio Wealth Partners
Florida
$625K – – –
NA
78
NewEdge Advisors
Louisiana
$616K -$21.2K -726 -3%
LFA
79
Laraway Financial Advisors
Minnesota
$580K -$5.52K -189 -0.9%
CFAM
80
Center For Asset Management
Florida
$556K -$481K -16,779 -46%
KFG
81
Kingdom Financial Group
Arizona
$517K +$517K +17,693 New
PWM
82
Prosperity Wealth Management
California
$490K +$490K +16,780 New
Creative Planning
83
Creative Planning
Kansas
$488K +$190K +6,498 +64%
MAFA
84
MJT & Associates Financial Advisory
Minnesota
$477K – – –
Stifel Financial
85
Stifel Financial
Missouri
$429K -$5.44K -186 -1%
RP
86
Rice Partnership
Hawaii
$390K – – –
DA
87
Detalus Advisors
Missouri
$385K -$32.8K -1,123 -8%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$380K – – –
CA
89
CoreCap Advisors
Michigan
$367K -$27.9M -954,252 -99%
AIM
90
Advyzon Investment Management
Illinois
$363K +$363K +12,430 New
AG
91
Ascent Group
Virginia
$357K -$145K -4,952 -29%
Citigroup
92
Citigroup
New York
$357K -$231K -7,902 -39%
BIM
93
Breakwater Investment Management
Washington
$355K -$26.1K -893 -7%
ARC
94
Advisor Resource Council
Texas
$354K -$14.4M -493,366 -98%
SA
95
Sovran Advisors
California
$290K +$290K +10,043 New
AA
96
Aire Advisors
California
$288K +$993 +34 +0.3%
FPAS
97
Focus Partners Advisor Solutions
Missouri
$279K – – –
PA
98
Parallel Advisors
California
$278K -$11.1K -380 -4%
NLWP
99
Next Level Wealth Planning
Idaho
$266K +$2.63K +90 +1%
PTC
100
Private Trust Company
Ohio
$262K -$98.9K -3,386 -27%
2 3
4
5 6