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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

151 hedge funds and large institutions have $1.44B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
70
Reduced
43
Closed
15
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$552K

Top Buyers

1
NL
1
NEPC LLC
Massachusetts
$185M
2
CA
2
CoreCap Advisors
Michigan
$25.8M
3
CI
3
CX Institutional
Indiana
$50.9M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$13.2M
5
LPL Financial
5
LPL Financial
California
$104M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$493K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.14M
3
DJSG
3
D.J. St. Germain
Massachusetts
$69.3M
4
QPWM
4
Quadrant Private Wealth Management
Pennsylvania
$1.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Ascent Group
Virginia
$337K +$67.6K +2,359 +25%
AA
102
Aire Advisors
California
$316K -$44.2K -1,545 -12%
PS
103
Principal Securities
Iowa
$299K -$104K -3,622 -26%
SIM
104
Synergy Investment Management
Florida
$288K +$288K +10,053 New
Creative Planning
105
Creative Planning
Kansas
$288K +$33.9K +1,183 +13%
PIA
106
Perennial Investment Advisors
California
$271K -$21.3K -745 -7%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$264K -$102K -3,556 -28%
FCIM
108
Fairview Capital Investment Management
California
$253K +$253K +8,825 New
AWS
109
Atria Wealth Solutions
New York
$249K -$42.6K -1,488 -15%
DAS
110
Diversify Advisory Services
Utah
$246K -$303K -10,689 -55%
AFA
111
Arlington Financial Advisors
California
$237K – – –
SSWM
112
Sheets Smith Wealth Management
North Carolina
$221K +$25.8K +900 +13%
WPC
113
Wedmont Private Capital
Pennsylvania
$218K +$2.81K +99 +1%
FCI
114
Financial Counselors Inc
Kansas
$210K -$3.01K -105 -1%
AAM
115
Advisors Asset Management
Colorado
$195K -$3.72K -130 -2%
UBS Group
116
UBS Group
Switzerland
$177K -$161K -5,624 -48%
CAS
117
Coppell Advisory Solutions
Texas
$175K -$56.7K -1,975 -24%
AWM
118
Avior Wealth Management
Nebraska
$166K -$510K -17,816 -75%
MCM
119
MAI Capital Management
Ohio
$102K +$102K +3,573 New
HGERS
120
Householder Group Estate & Retirement Specialist
Arizona
$101K +$1.16K +41 +1%
GRP
121
Global Retirement Partners
California
$101K +$79K +2,758 +361%
Comerica Bank
122
Comerica Bank
Texas
$93.6K +$50.6K +1,767 +118%
HI
123
Harbour Investments
Wisconsin
$77.3K – – –
CAL
124
Capital Analysts LLC
Pennsylvania
$75K +$13.9K +489 +23%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$69.2K +$69.2K +2,415 New
3 4
5
6 7