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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

107 hedge funds and large institutions have $921M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
42
Reduced
25
Closed
15
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$32K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$281M
2
FGAM
2
Financial Gravity Asset Management
Texas
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.7M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$15.9M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$94.8M
3
Bank of America
3
Bank of America
North Carolina
$23M
4
CWM
4
Congress Wealth Management
Massachusetts
$31.6M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
101
WR Wealth Planners
Missouri
$9.27K – – –
Fidelity Investments
102
Fidelity Investments
Massachusetts
$8.39K +$4.89K +177 +139%
FWP
103
FAS Wealth Partners
Kansas
$6.23K +$83 +3 +1%
IPW
104
Impact Partnership Wealth
Georgia
$4.11K +$4.11K +149 New
FFA
105
Farther Finance Advisors
California
$2.7K +$2.7K +98 New
IHWM
106
Iron Horse Wealth Management
Iowa
$937 – – –
HI
107
Harbour Investments
Wisconsin
$55 – – –
Jane Street
108
Jane Street
New York
– -$7.11M -246,198 Closed
IA
109
IFG Advisory
Georgia
– -$6.41M -222,050 Closed
JWCA
110
J.W. Cole Advisors
Florida
– -$3.32M -115,094 Closed
AWA
111
Arete Wealth Advisors
Illinois
– -$895K -30,987 Closed
OMC
112
Old Mission Capital
Illinois
– -$736K -25,502 Closed
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
– -$596K -20,625 Closed
MWM
114
Meridian Wealth Management
Kentucky
– -$384K -13,304 Closed
WMA
115
Wealth Management Associates
New Jersey
– -$289K -10,000 Closed
SFS
116
Security Financial Services
Indiana
– -$224K -7,753 Closed
CWM
117
Collaborative Wealth Management
Florida
– -$220K -7,625 Closed
WPC
118
Wedmont Private Capital
Pennsylvania
– -$204K -7,109 Closed
IA
119
IFP Advisors
Florida
– -$171K -5,931 Closed
UBS Group
120
UBS Group
Switzerland
– -$4.71K -163 Closed
TAM
121
Tucker Asset Management
Colorado
– -$3.73K -129 Closed
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$2.89K -100 Closed
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