State Street SPDR Portfolio Corporate Bond ETF
SPBO
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.
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: 34 → 39 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$22.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$7.97M |
| 3 |
Jane Street
New York
|
+$2.86M |
| 4 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
+$1.86M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$2.52M |
| 2 |
CWS
Cypress Wealth Services
Palm Desert,
California
|
-$237K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$229K |
| 4 |
Citigroup
New York
|
-$227K |
| 5 |
KFP
KMG Fiduciary Partners
Toledo,
Ohio
|
-$81.4K |
SPBO Hedge Fund Activity: Q3 2020 in Review
39 of the 4,970 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.