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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

127 hedge funds and large institutions have $1.08B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
55
Reduced
35
Closed
22
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$30.5M
2
PA
2
Procyon Advisors
Connecticut
$25.1M
3
ZIM
3
Zacks Investment Management
Illinois
$7.72M
4
RWP
4
RWA Wealth Partners
Massachusetts
$377M
5
Bank of America
5
Bank of America
North Carolina
$67M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$17.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.97M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$79M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
126
EverSource Wealth Advisors
Alabama
$678 24 +24 New
MSG
127
Main Street Group
Virginia
$661 23 – –
Wells Fargo
128
Wells Fargo
California
– – -2,679 Closed
OMC
129
Old Mission Capital
Illinois
– – -96,783 Closed
MA
130
Mutual Advisors
Nebraska
– – -96,224 Closed
Schroder Investment Management Group
131
Schroder Investment Management Group
United Kingdom
– – -53,773 Closed
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
– – -45,440 Closed
KFG
133
Kingdom Financial Group
Arizona
– – -37,875 Closed
SW
134
Simplicity Wealth
New Jersey
– – -28,588 Closed
BFG
135
Beacon Financial Group
Texas
– – -27,788 Closed
Charles Schwab
136
Charles Schwab
California
– – -24,931 Closed
AWA
137
Arete Wealth Advisors
Illinois
– – -24,123 Closed
VPP
138
Vertex Planning Partners
Illinois
– – -17,784 Closed
SF
139
Slagle Financial
Illinois
– – -15,432 Closed
CWM
140
Centurion Wealth Management
Virginia
– – -10,168 Closed
SWM
141
Spire Wealth Management
Virginia
– – -9,983 Closed
Neuberger Berman Group
142
Neuberger Berman Group
New York
– – -8,952 Closed
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
– – -7,997 Closed
GIA
144
Gladstone Institutional Advisory
Florida
– – -7,093 Closed
SLC
145
Second Line Capital
Louisiana
– – -6,886 Closed
EWA
146
EP Wealth Advisors
California
– – -4,318 Closed
ASN
147
Advisory Services Network
Georgia
– – -824 Closed
CFGS
148
Concourse Financial Group Securities
Alabama
– – -428 Closed
CAL
149
Capital Analysts LLC
Pennsylvania
– – -194 Closed
KA
150
Kozak & Associates
Colorado
– – – –
2 3 4 5
6