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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

145 hedge funds and large institutions have $1.28B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
67
Reduced
38
Closed
12
Calls
$27K
Puts
$3K
Net Calls
+$24K
Net Calls Change
+$188K

Top Buyers

1
PWMG
Prestige Wealth Management Group
New Jersey
$26M
2
Osaic Holdings
Osaic Holdings
Arizona
$20.5M
3
SMF
Sterling Manor Financial
New York
$10M
4
PAG
Private Advisor Group
New Jersey
$20.8M
5
LPL Financial
LPL Financial
California
$95.8M

Top Sellers

1
GVAG
Great Valley Advisor Group
Delaware
$1.26M
2
OMC
Old Mission Capital
Illinois
$340K
3
DJSG
D.J. St. Germain
Massachusetts
$74.3M
4
AIA
Acute Investment Advisory
Arizona
$0
5
ZIM
Zacks Investment Management
Illinois
$5.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$45.1K +$4.74K +158 +12%
RFS
127
Richardson Financial Services
Massachusetts
$35.4K – – –
AF
128
Advisornet Financial
Minnesota
$31.1K – – –
CFD
129
Creative Financial Designs
Indiana
$30.4K +$26.3K +875 +639%
CTWM
130
Cherry Tree Wealth Management
Minnesota
$23.7K +$23.7K +788 New
GRP
131
Global Retirement Partners
California
$22.9K +$270 +9 +1%
BFO
132
Biltmore Family Office
North Carolina
$19.9K – – –
GJIA
133
Glass Jacobson Investment Advisors
Maryland
$14.2K +$14.2K +473 New
SPIA
134
Steward Partners Investment Advisory
New York
$13.8K – – –
Fidelity Investments
135
Fidelity Investments
Massachusetts
$11.1K -$2.73K -91 -20%
IA
136
IFP Advisors
Florida
$10.1K +$10.1K +337 New
FWP
137
FAS Wealth Partners
Kansas
$7.15K +$90 +3 +1%
NS
138
NBC Securities
Alabama
$4K – – –
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$3.09K +$3.09K +103 New
CA
140
Continuum Advisory
Idaho
$1.3K +$1.3K +45 New
IHWM
141
Iron Horse Wealth Management
Iowa
$1.02K – – –
LWMI
142
Legacy Wealth Management (Idaho)
Idaho
$580 +$580 +20 New
LIS
143
Legacy Investment Solutions
Idaho
$580 +$580 +20 New
MWA
144
MFA Wealth Advisors
Pennsylvania
$32 – – –
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$30 +$30 +1 New
AIA
146
Acute Investment Advisory
Arizona
– -$2.43M -84,584 Closed
BRWA
147
B. Riley Wealth Advisors
Florida
– -$1.97M -68,795 Closed
GSEP
148
Golden State Equity Partners
California
– -$1.58M -55,077 Closed
SP
149
Sequent Planning
Nebraska
– -$742K -26,087 Closed
FLA
150
Financial Life Advisors
Texas
– -$625K -21,787 Closed
3 4 5
6
7