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State Street SPDR Portfolio Corporate Bond ETF

162 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

41% more call options, than puts

Call options by funds: $499K | Put options by funds: $354K

7% more funds holding

Funds holding: 152162 (+10)

1.81% more ownership

Funds ownership: 77.46%79.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $1.44B → $1.39B (-$54.3M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
55
Reduced
51
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$413K -$727K -25,200 -64%
XT
102
XTX Topco
Cayman Islands
$406K +$404K +14,000 New
RP
103
Rice Partnership
Hawaii
$388K
BIM
104
Breakwater Investment Management
Washington
$379K +$21.4K +743 +6%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$377K -$6.78K -235 -2%
PTC
106
Private Trust Company
Ohio
$358K -$38.7K -1,342 -10%
PS
107
Principal Securities
Iowa
$299K
Creative Planning
108
Creative Planning
Kansas
$297K +$4.82K +167 +2%
PA
109
Parallel Advisors
California
$287K -$207K -7,171 -42%
AA
110
Aire Advisors
California
$285K -$34.9K -1,210 -11%
FPAS
111
Focus Partners Advisor Solutions
Missouri
$277K +$275K +9,537 New
CT
112
Caldwell Trust
Florida
$270K
NLWP
113
Next Level Wealth Planning
Idaho
$262K +$260K +9,029 New
FCIM
114
Fairview Capital Investment Management
California
$256K
FHC
115
First Heartland Consultants
Missouri
$245K -$1.12M -38,860 -82%
PIA
116
Perennial Investment Advisors
California
$243K -$31.5K -1,094 -12%
AFA
117
Arlington Financial Advisors
California
$240K
SSWM
118
Sheets Smith Wealth Management
North Carolina
$234K +$10.1K +350 +5%
MMA
119
Miracle Mile Advisors
California
$230K +$228K +7,911 New
TVAMP
120
Tennessee Valley Asset Management Partners
Tennessee
$227K +$226K +7,836 New
WPC
121
Wedmont Private Capital
Pennsylvania
$220K +$2.88K +100 +1%
SIM
122
Synergy Investment Management
Florida
$213K -$77.8K -2,698 -27%
UBS Group
123
UBS Group
Switzerland
$203K +$23.3K +807 +13%
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$163K +$92.1K +3,196 +132%
WWM
125
Woodside Wealth Management
Massachusetts
$159K +$158K +5,483 New

SPBO Hedge Fund Activity: Q1 2025 in Review

162 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2025, worth a combined $1.39B — down 3.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPBO positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $154M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 162 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $1.39B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2025 was Ameriprise, an estimated $154M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2025.