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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

145 hedge funds and large institutions have $1.28B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
67
Reduced
38
Closed
12
Calls
$27K
Puts
$3K
Net Calls
+$24K
Net Calls Change
+$188K

Top Buyers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$26M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.5M
3
SMF
3
Sterling Manor Financial
New York
$10M
4
PAG
4
Private Advisor Group
New Jersey
$20.8M
5
LPL Financial
5
LPL Financial
California
$95.8M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$1.26M
2
OMC
2
Old Mission Capital
Illinois
$340K
3
DJSG
3
D.J. St. Germain
Massachusetts
$74.3M
4
AIA
4
Acute Investment Advisory
Arizona
$0
5
ZIM
5
Zacks Investment Management
Illinois
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
101
Perennial Investment Advisors
California
$306K -$36.5K -1,215 -11%
AWS
102
Atria Wealth Solutions
New York
$305K -$457K -15,225 -60%
JWCA
103
J.W. Cole Advisors
Florida
$295K +$295K +9,814 New
AG
104
Ascent Group
Virginia
$283K -$11.1K -368 -4%
Creative Planning
105
Creative Planning
Kansas
$266K -$47.9K -1,594 -15%
DA
106
Detalus Advisors
Missouri
$264K +$14.8K +494 +6%
AFA
107
Arlington Financial Advisors
California
$248K – – –
CAS
108
Coppell Advisory Solutions
Texas
$243K -$2.44K -81 -1%
TC
109
Trilogy Capital
California
$239K +$541 +18 +0.2%
HPC
110
Hobart Private Capital
North Carolina
$239K -$56.6K -1,886 -19%
AAS
111
Avantax Advisory Services
Texas
$231K +$231K +7,678 New
WPC
112
Wedmont Private Capital
Pennsylvania
$224K +$2.84K +96 +1%
FCI
113
Financial Counselors Inc
Kansas
$223K +$223K +7,441 New
GS
114
GTS Securities
New York
$220K +$220K +7,336 New
AAM
115
Advisors Asset Management
Colorado
$208K +$511 +17 +0.2%
SSWM
116
Sheets Smith Wealth Management
North Carolina
$204K +$204K +6,800 New
BOSSRA
117
B.O.S.S. Retirement Advisors
Utah
$202K -$96.9K -3,227 -32%
Citadel Advisors
118
Citadel Advisors
Florida
$188K -$287K -9,571 -61%
ACA
119
Aptus Capital Advisors
Alabama
$135K +$300 +10 +0.2%
CHA
120
Carmichael Hill & Associates
Maryland
$105K – – –
HGERS
121
Householder Group Estate & Retirement Specialist
Arizona
$105K +$985 +33 +0.9%
HI
122
Harbour Investments
Wisconsin
$81.1K +$51.1K +1,700 +170%
FRA
123
Front Row Advisors
California
$70.1K – – –
CAL
124
Capital Analysts LLC
Pennsylvania
$64K +$39.8K +1,333 +165%
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$56K +$56K +1,866 New
3 4
5
6 7