State Street SPDR Portfolio Corporate Bond ETF
SPBO
16 hedge funds and large institutions have $8.38M invested in State Street SPDR Portfolio Corporate Bond ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 7 reducing their positions, and 4 closing their positions.
0% more funds holding
Funds holding: 16 → 16 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
9.3% less ownership
Funds ownership: 63.41% → 54.11% (-9.3%)
30% less capital invested
Capital invested by funds: $12M → $8.38M (-$3.59M)
71% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VF
Virtu Financial
New York
|
+$880K |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$319K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$110K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$69.9K |
| 5 |
Morgan Stanley
New York
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$3.48M |
| 2 |
FWP
FAS Wealth Partners
Leawood,
Kansas
|
-$404K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$334K |
| 4 |
Jane Street
New York
|
-$274K |
| 5 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$264K |
SPBO Hedge Fund Activity: Q2 2018 in Review
16 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2018, worth a combined $8.38M — down 30% from $12M a quarter earlier.
Fund positioning in SPBO was balanced in Q2 2018: 4 funds opened new positions, 4 closed out, 2 added to existing stakes and 7 trimmed.
The largest buyer was Virtu Financial, opening a new position worth an estimated $880K. The largest seller was FormulaFolio Investments, exiting entirely with an estimated $3.48M sold.
- 16 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $8.38M of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2018, down 30% quarter-over-quarter.
- 4 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2018 and 4 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2018 was Virtu Financial, an estimated $880K added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2018 was FormulaFolio Investments, an estimated $3.48M sold.
Based on aggregated 13F filings for Q2 2018.