We are live on ! Find out more
SPBO icon

State Street SPDR Portfolio Corporate Bond ETF

39 hedge funds and large institutions have $156M invested in State Street SPDR Portfolio Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 4 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 4

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

37% more capital invested

Capital invested by funds: $114M → $156M (+$42.1M)

15% more funds holding

Funds holding: 3439 (+5)

2.51% more ownership

Funds ownership: 59.51%62.02% (+2.5%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $227K

Holders
39
Holders Change
+5
Holders Change %
+14.71%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
22
Reduced
4
Closed
6
Calls
Puts
$227K
Net Calls
-$227K
Net Calls Change
-$227K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$45M +$22.7M +634,762 +100%
SMM
2
Stadion Money Management
Georgia
$37.8M +$1.52M +42,602 +4%
Bank of America
3
Bank of America
North Carolina
$35.8M +$7.97M +222,919 +28%
PAG
4
Private Advisor Group
New Jersey
$7.08M +$1.86M +52,042 +35%
Citadel Advisors
5
Citadel Advisors
Florida
$4.57M +$899K +25,152 +24%
LFAS
6
Level Four Advisory Services
Texas
$3.8M +$216K +6,048 +6%
GLA
7
Good Life Advisors
Pennsylvania
$3.73M +$219K +6,114 +6%
Jane Street
8
Jane Street
New York
$3.19M +$2.86M +79,992 +801%
SL
9
Systelligence LLC
Minnesota
$2.66M +$1.86M +52,101 +227%
MSAM
10
Moloney Securities Asset Management
Missouri
$1.64M +$70K +1,958 +4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.11M +$1.12M +31,252 New
PAG
12
Pinnacle Advisory Group
Maryland
$1.03M +$396K +11,067 +62%
Osaic Holdings
13
Osaic Holdings
Arizona
$972K -$8.4K -235 -0.8%
Morgan Stanley
14
Morgan Stanley
New York
$702K +$103K +2,888 +17%
DLHL
15
Donald L. Hagan LLC
Florida
$678K +$330K +9,225 +93%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$675K +$370K +10,340 +118%
GM
17
GeoWealth Management
Illinois
$561K +$307K +8,598 +119%
KFP
18
KMG Fiduciary Partners
Ohio
$522K -$81.4K -2,277 -13%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$494K +$33.2K +928 +7%
JCM
20
Jacobi Capital Management
Pennsylvania
$485K +$20.8K +581 +4%
PFS
21
Prospera Financial Services
Texas
$478K +$220K +6,150 +84%
MIAN
22
Mariner Independent Advisor Network
Kansas
$414K +$419K +11,721 New
CW
23
CreativeOne Wealth
Kansas
$350K +$140K +3,902 +65%
WWM
24
Western Wealth Management
Colorado
$349K +$352K +9,854 New
KAS
25
Kestra Advisory Services
Texas
$327K +$5.08K +142 New

SPBO Hedge Fund Activity: Q3 2020 in Review

39 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2020, worth a combined $156M — up 37% from $114M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPBO positions and 6 closed out — a net gain of 5 holders — while 22 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, adding an estimated $22.7M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $2.52M sold.

  • 39 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2020, up from 34 in Q2 2020.
  • Funds reported $156M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2020, up 37% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2020 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2020 was LPL Financial, an estimated $22.7M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2020 was Clear Creek Financial Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2020.