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State Street SPDR Portfolio Corporate Bond ETF
SPBO

127 hedge funds and large institutions have $1.08B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 124 → 127 (+3)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $1.12B → $1.08B (-$41.6M)

14.18% less ownership

Funds ownership: 94.19% → 80.02% (-14%)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.83%
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
AssetMark Inc
California
+$30.4M
2
PA
Procyon Advisors
Connecticut
+$25M
3
ZIM
Zacks Investment Management
Illinois
+$7.7M
4
RWP
RWA Wealth Partners
Massachusetts
+$7.47M
5
Bank of America
Bank of America
North Carolina
+$7.21M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$103M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$14M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$10.2M
4
Morgan Stanley
Morgan Stanley
New York
-$9.87M
5
DJSG
D.J. St. Germain
Massachusetts
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$678 +$697 +24 New
MSG
127
Main Street Group
Virginia
$661 – – –
Wells Fargo
128
Wells Fargo
California
$8 -$77.8K -2,679 Closed
OMC
129
Old Mission Capital
Illinois
– -$2.85M -96,783 Closed
MA
130
Mutual Advisors
Nebraska
– -$2.83M -96,224 Closed
Schroder Investment Management Group
131
Schroder Investment Management Group
United Kingdom
– -$1.58M -53,773 Closed
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
– -$1.34M -45,440 Closed
KFG
133
Kingdom Financial Group
Arizona
– -$1.11M -37,875 Closed
SW
134
Simplicity Wealth
New Jersey
– -$841K -28,588 Closed
BFG
135
Beacon Financial Group
Texas
– -$817K -27,788 Closed
Charles Schwab
136
Charles Schwab
California
– -$733K -24,931 Closed
AWA
137
Arete Wealth Advisors
Illinois
– -$709K -24,123 Closed
VPP
138
Vertex Planning Partners
Illinois
– -$523K -17,784 Closed
SF
139
Slagle Financial
Illinois
– -$227K -15,432 Closed
CWM
140
Centurion Wealth Management
Virginia
– -$299K -10,168 Closed
SWM
141
Spire Wealth Management
Virginia
– -$291K -9,983 Closed
Neuberger Berman Group
142
Neuberger Berman Group
New York
– -$263K -8,952 Closed
Janney Montgomery Scott
143
Janney Montgomery Scott
Pennsylvania
– -$235K -7,997 Closed
GIA
144
Gladstone Institutional Advisory
Florida
– -$209K -7,093 Closed
SLC
145
Second Line Capital
Louisiana
– -$203K -6,886 Closed
EWA
146
EP Wealth Advisors
California
– -$127K -4,318 Closed
ASN
147
Advisory Services Network
Georgia
– -$24.2K -824 Closed
CFGS
148
Concourse Financial Group Securities
Alabama
– -$12.4K -428 Closed
CAL
149
Capital Analysts LLC
Pennsylvania
– -$6K -194 Closed
2 3 4 5
6

SPBO Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2024, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPBO positions and 22 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $30.4M. The largest seller was Financial Gravity Asset Management, cutting an estimated $103M.

  • 127 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $1.08B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2024 and 22 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2024 was AssetMark Inc, an estimated $30.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.