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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

160 hedge funds and large institutions have $1.39B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
+9
Holders Change %
+5.96%
% 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
50
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$190M
2
GWM
2
Geneos Wealth Management
Colorado
$35.8M
3
ARC
3
Advisor Resource Council
Texas
$14.3M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$21.3M
5
Bank of America
5
Bank of America
North Carolina
$76.4M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$221M
2
NL
2
NEPC LLC
Massachusetts
$91.3M
3
LPL Financial
3
LPL Financial
California
$87.7M
4
PAG
4
Private Advisor Group
New Jersey
$5.72M
5
Raymond James Financial
5
Raymond James Financial
Florida
$997K
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
101
XTX Topco
Cayman Islands
$406K +$406K +14,000 New
RP
102
Rice Partnership
Hawaii
$388K – – –
BIM
103
Breakwater Investment Management
Washington
$379K +$21.6K +743 +6%
Rockefeller Capital Management
104
Rockefeller Capital Management
New York
$377K -$6.82K -235 -2%
PTC
105
Private Trust Company
Ohio
$358K -$39K -1,342 -10%
PS
106
Principal Securities
Iowa
$299K – – –
Creative Planning
107
Creative Planning
Kansas
$297K +$4.85K +167 +2%
PA
108
Parallel Advisors
California
$287K -$208K -7,171 -42%
AA
109
Aire Advisors
California
$285K -$35.1K -1,210 -11%
FPAS
110
Focus Partners Advisor Solutions
Missouri
$277K +$277K +9,537 New
NLWP
111
Next Level Wealth Planning
Idaho
$262K +$262K +9,029 New
FCIM
112
Fairview Capital Investment Management
California
$256K – – –
FHC
113
First Heartland Consultants
Missouri
$245K -$1.13M -38,860 -82%
PIA
114
Perennial Investment Advisors
California
$243K -$31.8K -1,094 -12%
AFA
115
Arlington Financial Advisors
California
$240K – – –
SSWM
116
Sheets Smith Wealth Management
North Carolina
$234K +$10.2K +350 +5%
MMA
117
Miracle Mile Advisors
California
$230K +$230K +7,911 New
TVAMP
118
Tennessee Valley Asset Management Partners
Tennessee
$227K +$227K +7,836 New
WPC
119
Wedmont Private Capital
Pennsylvania
$220K +$2.82K +100 +1%
SIM
120
Synergy Investment Management
Florida
$213K -$78.3K -2,698 -27%
UBS Group
121
UBS Group
Switzerland
$203K +$23.4K +807 +13%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$163K +$92.8K +3,196 +132%
WWM
123
Woodside Wealth Management
Massachusetts
$159K +$159K +5,483 New
Comerica Bank
124
Comerica Bank
Texas
$155K +$60.2K +2,075 +63%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$139K +$106K +3,653 +326%
3 4
5
6 7