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State Street SPDR Portfolio Corporate Bond ETF
SPBO

127 hedge funds and large institutions have $1.08B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 124 → 127 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $1.12B → $1.08B (-$41.6M)

14.18% less ownership

Funds ownership: 94.19% → 80.02% (-14%)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.83%
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
AssetMark Inc
California
+$30.4M
2
PA
Procyon Advisors
Connecticut
+$25M
3
ZIM
Zacks Investment Management
Illinois
+$7.7M
4
RWP
RWA Wealth Partners
Massachusetts
+$7.47M
5
Bank of America
Bank of America
North Carolina
+$7.21M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$103M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$9.87M
5
DJSG
D.J. St. Germain
Massachusetts
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
Tucker Asset Management
Colorado
$211K +$211K +7,262 New
PCIA
102
Prime Capital Investment Advisors
Kansas
$206K +$206K +7,084 New
Truist Financial
103
Truist Financial
North Carolina
$205K +$2.18K +75 +1%
ACA
104
Aptus Capital Advisors
Alabama
$169K +$20.3K +698 +14%
AAM
105
Advisors Asset Management
Colorado
$167K +$102K +3,508 +158%
HGERS
106
Householder Group Estate & Retirement Specialist
Arizona
$98.1K -$13.9K -478 -12%
CHA
107
Carmichael Hill & Associates
Maryland
$95.5K +$95.3K +3,282 New
VWWMG
108
Vermillion & White Wealth Management Group
Pennsylvania
$86.9K +$31K +1,069 +56%
Fidelity Investments
109
Fidelity Investments
Massachusetts
$85.4K +$49.1K +1,692 +136%
FRA
110
Front Row Advisors
California
$68K – – –
Comerica Bank
111
Comerica Bank
Texas
$39.3K +$4.99K +172 +15%
CA
112
CoreCap Advisors
Michigan
$35.9K +$35.8K +1,232 New
RFS
113
Richardson Financial Services
Massachusetts
$34.8K +$34.7K +1,196 New
AF
114
Advisornet Financial
Minnesota
$30.1K – – –
HI
115
Harbour Investments
Wisconsin
$29.1K +$29K +998 +49,900%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$21.9K +$4.38K +151 +25%
GRP
117
Global Retirement Partners
California
$21.7K +$929 +32 +4%
WT
118
Washington Trust
Rhode Island
$7.22K +$7.2K +248 New
FWP
119
FAS Wealth Partners
Kansas
$6.75K +$58 +2 +0.9%
MAM
120
MMA Asset Management
Pennsylvania
$4.13K +$4.12K +142 New
NS
121
NBC Securities
Alabama
$4K -$581K -20,023 -99%
CFD
122
Creative Financial Designs
Indiana
$3.99K +$3.98K +137 New
FFA
123
Farther Finance Advisors
California
$2.82K – – –
GWSA
124
Global Wealth Strategies & Associates
Colorado
$1.37K +$1.36K +47 New
IHWM
125
Iron Horse Wealth Management
Iowa
$989 – – –
2 3 4
5
6

SPBO Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2024, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPBO positions and 22 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $30.4M. The largest seller was Financial Gravity Asset Management, cutting an estimated $103M.

  • 127 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $1.08B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2024 and 22 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2024 was AssetMark Inc, an estimated $30.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.