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State Street SPDR Portfolio Corporate Bond ETF
SPBO

16 hedge funds and large institutions have $12M invested in State Street SPDR Portfolio Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.71% more ownership

Funds ownership: 60.7% → 63.41% (+2.7%)

2% more capital invested

Capital invested by funds: $11.7M → $12M (+$237K)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FI
FormulaFolio Investments
Michigan
+$809K
2
FWP
FAS Wealth Partners
Kansas
+$237K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$32.2K
4
AG
Advisor Group
Arizona
+$3.17K
5
ML
McAdam LLC
Pennsylvania
+$888

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$219K
2
Jane Street
Jane Street
New York
-$188K
3
MWA
MFA Wealth Advisors
Pennsylvania
-$46.4K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$45K
5
Wells Fargo
Wells Fargo
California
-$44K
Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1
FormulaFolio Investments
Michigan
$3.48M +$809K +25,517 +30%
Jane Street
2
Jane Street
New York
$2.31M -$188K -5,927 -7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.97M +$32.2K +1,014 +2%
FWP
4
FAS Wealth Partners
Kansas
$1.56M +$237K +7,467 +18%
Bank of America
5
Bank of America
North Carolina
$1M -$3.08K -97 -0.3%
MWA
6
MFA Wealth Advisors
Pennsylvania
$950K -$46.4K -1,463 -5%
CWS
7
Cypress Wealth Services
California
$264K -$25K -789 -9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$116K -$45K -1,419 -28%
AG
9
Advisor Group
Arizona
$98K +$3.17K +100 +3%
Wells Fargo
10
Wells Fargo
California
$74K -$44K -1,388 -37%
FRA
11
Front Row Advisors
California
$74K – – –
Morgan Stanley
12
Morgan Stanley
New York
$57K – – –
AWA
13
Acorn Wealth Advisors
Michigan
$7K – – –
ML
14
McAdam LLC
Pennsylvania
$1K +$888 +28 New
APA
15
American Portfolios Advisors
New York
$24 – – –
Goldman Sachs
16
Goldman Sachs
New York
– -$219K -6,805 Closed

SPBO Hedge Fund Activity: Q1 2018 in Review

16 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2018, worth a combined $12M — up 2% from $11.7M a quarter earlier.

Fund positioning in SPBO was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 6 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $809K. The largest seller was Goldman Sachs, exiting entirely with an estimated $219K sold.

  • 16 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $12M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2018, up 2% quarter-over-quarter.
  • 1 fund opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2018 and 1 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2018 was FormulaFolio Investments, an estimated $809K added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2018 was Goldman Sachs, an estimated $219K sold.

Based on aggregated 13F filings for Q1 2018.