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State Street SPDR Portfolio Corporate Bond ETF
SPBO

162 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

41% more call options, than puts

Call options by funds: $499K | Put options by funds: $354K

7% more funds holding

Funds holding: 152 → 162 (+10)

1.81% more ownership

Funds ownership: 77.46% → 79.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $1.44B → $1.39B (-$54.3M)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
55
Reduced
51
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$154M
2
GWM
Geneos Wealth Management
Colorado
+$24.7M
3
ARC
Advisor Resource Council
Texas
+$14.6M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
+$7.9M
5
Bank of America
Bank of America
North Carolina
+$5.23M

Top Sellers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
-$178M
2
NL
NEPC LLC
Massachusetts
-$95.6M
3
LPL Financial
LPL Financial
California
-$17.1M
4
PAG
Private Advisor Group
New Jersey
-$16.8M
5
Raymond James Financial
Raymond James Financial
Florida
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
151
Capital Investment Advisory Services
North Carolina
$9.26K +$9.2K +319 New
SWM
152
Spire Wealth Management
Virginia
$7.49K +$7.44K +258 New
FWP
153
FAS Wealth Partners
Kansas
$7.09K +$58 +2 +0.8%
Q1WB
154
Quest 10 Wealth Builders
Virginia
$4.93K +$3.52K +122 +254%
AC
155
AlphaCore Capital
California
$4.01K +$3.98K +138 New
AG
156
AmeriFlex Group
Nevada
$2.44K – – –
MIM
157
Marshall Investment Management
Colorado
$1.95K +$1.93K +67 New
CAWM
158
Capital A Wealth Management
Pennsylvania
$1.31K – – –
IHWM
159
Iron Horse Wealth Management
Iowa
$986 – – –
LWMI
160
Legacy Wealth Management (Idaho)
Idaho
$581 – – –
HHGA
161
Halbert Hargrove Global Advisors
California
$88 – – –
KGP
162
Keystone Global Partners
Colorado
$29 +$29 +1 New
Jane Street
163
Jane Street
New York
– -$4.66M -162,762 Closed
IAA
164
Independent Advisor Alliance
North Carolina
– -$1.44M -50,228 Closed
HF
165
HRT Financial
New York
– -$858K -29,990 Closed
AP
166
Americana Partners
Texas
– -$628K -21,942 Closed
OIA
167
OneDigital Investment Advisors
Kansas
– -$487K -16,987 Closed
PWG
168
Private Wealth Group
Florida
– -$373K -13,024 Closed
AWS
169
Atria Wealth Solutions
New York
– -$249K -8,678 Closed
DAS
170
Diversify Advisory Services
Utah
– -$246K -8,672 Closed
FCI
171
Financial Counselors Inc
Kansas
– -$210K -7,336 Closed
CAS
172
Coppell Advisory Solutions
Texas
– -$175K -6,111 Closed
AWM
173
Avior Wealth Management
Nebraska
– -$166K -5,801 Closed
SPIA
174
Steward Partners Investment Advisory
New York
– -$13.2K -460 Closed
IA
175
IFP Advisors
Florida
– -$9.65K -337 Closed
4 5 6
7
8

SPBO Hedge Fund Activity: Q1 2025 in Review

162 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2025, worth a combined $1.39B — down 3.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPBO positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $154M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 162 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $1.39B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2025 was Ameriprise, an estimated $154M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2025.