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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

151 hedge funds and large institutions have $1.44B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
70
Reduced
43
Closed
15
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$552K

Top Buyers

1
NL
1
NEPC LLC
Massachusetts
$185M
2
CA
2
CoreCap Advisors
Michigan
$25.8M
3
CI
3
CX Institutional
Indiana
$50.9M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$13.2M
5
LPL Financial
5
LPL Financial
California
$104M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$493K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.14M
3
DJSG
3
D.J. St. Germain
Massachusetts
$69.3M
4
QPWM
4
Quadrant Private Wealth Management
Pennsylvania
$1.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
126
Front Row Advisors
California
$66.9K – – –
CF
127
Collier Financial
Colorado
$65.2K +$65.2K +2,277 New
ACA
128
Aptus Capital Advisors
Alabama
$60.7K -$67.6K -2,360 -53%
CFD
129
Creative Financial Designs
Indiana
$60.5K +$31.5K +1,101 +109%
DRP
130
Decker Retirement Planning
Utah
$58.6K +$58.6K +2,047 New
GJIA
131
Glass Jacobson Investment Advisors
Maryland
$55.7K +$42.2K +1,473 +311%
RFS
132
Richardson Financial Services
Massachusetts
$42K +$6.6K +230 +19%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$32.1K +$21.5K +752 +203%
CTWM
134
Cherry Tree Wealth Management
Minnesota
$22.6K – – –
BFO
135
Biltmore Family Office
North Carolina
$19K – – –
SPIA
136
Steward Partners Investment Advisory
New York
$13.2K – – –
GK
137
Graney & King
New York
$9.99K +$9.99K +349 New
IA
138
IFP Advisors
Florida
$9.65K – – –
AF
139
Allworth Financial
California
$9.1K +$9.1K +317 New
FWP
140
FAS Wealth Partners
Kansas
$6.94K +$115 +4 +2%
AG
141
AmeriFlex Group
Nevada
$2.42K +$2.42K +84 New
FWM
142
FLP Wealth Management
Arkansas
$2.14K +$2.14K +75 New
CA
143
Continuum Advisory
Idaho
$1.66K +$372 +13 +29%
Q1WB
144
Quest 10 Wealth Builders
Virginia
$1.38K +$1.38K +48 New
CAWM
145
Capital A Wealth Management
Pennsylvania
$1.29K +$1.29K +45 New
IHWM
146
Iron Horse Wealth Management
Iowa
$973 – – –
GA
147
GoalVest Advisory
New York
$831 +$831 +29 New
LWMI
148
Legacy Wealth Management (Idaho)
Idaho
$576 – – –
LIS
149
Legacy Investment Solutions
Idaho
$576 – – –
HHGA
150
Halbert Hargrove Global Advisors
California
$86 +$86 +3 New
3 4 5
6
7