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State Street SPDR Portfolio Corporate Bond ETF

155 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 162155 (-7)

4.59% less ownership

Funds ownership: 79.27%74.68% (-4.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$204M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
54
Reduced
63
Closed
20
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
101
Focus Partners Advisor Solutions
Missouri
$279K
PA
102
Parallel Advisors
California
$278K -$10.9K -380 -4%
CT
103
Caldwell Trust
Florida
$272K
NLWP
104
Next Level Wealth Planning
Idaho
$266K +$2.58K +90 +1%
PTC
105
Private Trust Company
Ohio
$262K -$97.1K -3,386 -27%
PS
106
Principal Securities
Iowa
$256K -$48.7K -1,697 -16%
Betterment LLC
107
Betterment LLC
New York
$245K +$241K +8,387 New
AFA
108
Arlington Financial Advisors
California
$241K
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$237K -$176K -6,124 -43%
PIA
110
Perennial Investment Advisors
California
$231K -$12.7K -442 -5%
FCIM
111
Fairview Capital Investment Management
California
$229K -$28K -975 -11%
WPC
112
Wedmont Private Capital
Pennsylvania
$229K +$2.92K +102 +1%
RA
113
RFG Advisory
Alabama
$228K -$339K -11,832 -60%
GVAG
114
Great Valley Advisor Group
Delaware
$224K -$209K -7,273 -49%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$214K +$49.4K +1,722 +31%
PWMG
116
Prestige Wealth Management Group
New Jersey
$214K -$284K -9,900 -58%
UBS Group
117
UBS Group
Switzerland
$210K +$5.74K +200 +3%
FHC
118
First Heartland Consultants
Missouri
$209K -$36.4K -1,270 -15%
Truist Financial
119
Truist Financial
North Carolina
$201K +$198K +6,895 New
FFA
120
Farther Finance Advisors
California
$163K -$346K -12,069 -68%
WWM
121
Woodside Wealth Management
Massachusetts
$160K
Comerica Bank
122
Comerica Bank
Texas
$146K -$10.3K -360 -7%
AF
123
Allworth Financial
California
$103K +$101K +3,510 New
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$91K -$4.59K -160 -5%
MCM
125
MAI Capital Management
Ohio
$86.2K -$5.74K -200 -6%

SPBO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2025, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPBO and 15 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $42.9M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 155 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2025, down from 162 in Q1 2025.
  • Funds reported $1.18B of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2025 and 20 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $42.9M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2025.