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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

127 hedge funds and large institutions have $1.08B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
55
Reduced
35
Closed
22
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$30.5M
2
PA
2
Procyon Advisors
Connecticut
$25.1M
3
ZIM
3
Zacks Investment Management
Illinois
$7.72M
4
RWP
4
RWA Wealth Partners
Massachusetts
$377M
5
Bank of America
5
Bank of America
North Carolina
$67M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$17.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.97M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$79M
Name Market Value Shares Shares
Change 		Shares
Change %
TAM
101
Tucker Asset Management
Colorado
$211K 7,262 +7,262 New
PCIA
102
Prime Capital Investment Advisors
Kansas
$206K 7,084 +7,084 New
Truist Financial
103
Truist Financial
North Carolina
$205K 7,037 +75 +1%
ACA
104
Aptus Capital Advisors
Alabama
$169K 5,789 +698 +14%
AAM
105
Advisors Asset Management
Colorado
$167K 5,726 +3,508 +158%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$98.1K 3,368 -478 -12%
CHA
107
Carmichael Hill & Associates
Maryland
$95.5K 3,282 +3,282 New
VWWMG
108
Vermillion & White Wealth Management Group
Pennsylvania
$86.9K 2,986 +1,069 +56%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$85.4K 2,935 +1,692 +136%
FRA
110
Front Row Advisors
California
$68K 2,335 – –
Comerica Bank
111
Comerica Bank
Texas
$39.3K 1,350 +172 +15%
CA
112
CoreCap Advisors
Michigan
$35.9K 1,232 +1,232 New
RFS
113
Richardson Financial Services
Massachusetts
$34.8K 1,196 +1,196 New
AF
114
Advisornet Financial
Minnesota
$30.1K 1,034 – –
HI
115
Harbour Investments
Wisconsin
$29.1K 1,000 +998 +49,900%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$21.9K 751 +151 +25%
GRP
117
Global Retirement Partners
California
$21.7K 744 +32 +4%
WT
118
Washington Trust
Rhode Island
$7.22K 248 +248 New
FWP
119
FAS Wealth Partners
Kansas
$6.75K 232 +2 +0.9%
MAM
120
MMA Asset Management
Pennsylvania
$4.13K 142 +142 New
NS
121
NBC Securities
Alabama
$4K 154 -20,023 -99%
CFD
122
Creative Financial Designs
Indiana
$3.99K 137 +137 New
FFA
123
Farther Finance Advisors
California
$2.82K 98 – –
GWSA
124
Global Wealth Strategies & Associates
Colorado
$1.37K 47 +47 New
IHWM
125
Iron Horse Wealth Management
Iowa
$989 34 – –
2 3 4
5
6