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State Street SPDR Portfolio Corporate Bond ETF

34 hedge funds and large institutions have $114M invested in State Street SPDR Portfolio Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $78.2M → $114M (+$36M)

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

10% more funds holding

Funds holding: 3134 (+3)

4.81% less ownership

Funds ownership: 64.32%59.51% (-4.8%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
10
Reduced
8
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$36.1M -$510K -14,915 -1%
Bank of America
2
Bank of America
North Carolina
$27.7M +$5.74M +167,861 +27%
LPL Financial
3
LPL Financial
California
$22.4M +$19.4M +568,634 +850%
PAG
4
Private Advisor Group
New Jersey
$5.21M +$4.18M +122,287 +477%
Citadel Advisors
5
Citadel Advisors
Florida
$3.66M +$3.55M +103,794 New
LFAS
6
Level Four Advisory Services
Texas
$3.56M +$3.46M +101,239 New
GLA
7
Good Life Advisors
Pennsylvania
$3.49M +$3.38M +98,921 New
CCFM
8
Clear Creek Financial Management
Washington
$2.52M +$2.45M +71,564 New
MSAM
9
Moloney Securities Asset Management
Missouri
$1.56M +$14.5K +424 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$975K +$132K +3,872 +16%
SL
11
Systelligence LLC
Minnesota
$807K -$6.85M -200,409 -90%
PAG
12
Pinnacle Advisory Group
Maryland
$632K +$43.2K +1,265 +8%
KFP
13
KMG Fiduciary Partners
Ohio
$599K +$581K +17,009 New
Morgan Stanley
14
Morgan Stanley
New York
$596K +$72.6K +2,124 +14%
BPA
15
Beacon Pointe Advisors
California
$511K -$193K -5,660 -28%
JCM
16
Jacobi Capital Management
Pennsylvania
$461K +$42.4K +1,242 +10%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$458K -$902K -26,378 -67%
Citigroup
18
Citigroup
New York
$426K +$413K +12,085 New
Jane Street
19
Jane Street
New York
$352K -$3.3M -96,636 -91%
DLHL
20
Donald L. Hagan LLC
Florida
$349K -$65.2K -1,908 -16%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$307K +$51.3K +1,500 +21%
PFS
22
Prospera Financial Services
Texas
$259K +$251K +7,350 New
GM
23
GeoWealth Management
Illinois
$255K +$248K +7,248 New
CWS
24
Cypress Wealth Services
California
$234K
CW
25
CreativeOne Wealth
Kansas
$211K +$204K +5,983 New

SPBO Hedge Fund Activity: Q2 2020 in Review

34 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2020, worth a combined $114M — up 46% from $78.2M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPBO positions and 10 closed out — a net gain of 3 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $19.4M. The largest seller was Systelligence LLC, cutting an estimated $6.85M.

  • 34 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2020, up from 31 in Q1 2020.
  • Funds reported $114M of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2020, up 46% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2020 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2020 was LPL Financial, an estimated $19.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2020 was Systelligence LLC, an estimated $6.85M sold.

Based on aggregated 13F filings for Q2 2020.