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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

97 hedge funds and large institutions have $550M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
45
Reduced
27
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$17.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$38.9M
2
LPL Financial
2
LPL Financial
California
$64.1M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.9M
4
JWCA
4
J.W. Cole Advisors
Florida
$3.32M
5
Bank of America
5
Bank of America
North Carolina
$39.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Squarepoint
2
Squarepoint
New York
$4.76M
3
OMC
3
Old Mission Capital
Illinois
$736K
4
IWM
4
IHT Wealth Management
Illinois
$24.2M
5
WA
5
Wealthstar Advisors
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
101
Tennessee Valley Asset Management Partners
Tennessee
– -$316K -10,807 Closed
CWM
102
Cornerstone Wealth Management
Missouri
– -$224K -7,659 Closed
ASN
103
Advisory Services Network
Georgia
– -$71.3K -2,437 Closed
BAM
104
Belpointe Asset Management
Nevada
– -$40.8K -1,396 Closed
GFWA
105
Grey Fox Wealth Advisors
Delaware
– -$32K -1,093 Closed
GWS
106
Glassman Wealth Services
Virginia
– -$31.9K -1,089 Closed
1 2 3 4
5