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State Street SPDR Portfolio Corporate Bond ETF
SPBO

46 hedge funds and large institutions have $193M invested in State Street SPDR Portfolio Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

23% more capital invested

Capital invested by funds: $156M → $193M (+$36.4M)

18% more funds holding

Funds holding: 39 → 46 (+7)

0.16% less ownership

Funds ownership: 62.02% → 61.86% (-0.16%)

Holders
46
Holders Change
+7
Holders Change %
+17.95%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
21
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$16.4M
2
Citadel Advisors
Citadel Advisors
Florida
+$7.56M
3
Bank of America
Bank of America
North Carolina
+$4.32M
4
FAIM
Financial Advocates Investment Management
Washington
+$2.56M
5
SMM
Stadion Money Management
Georgia
+$710K

Top Sellers

1
LFAS
Level Four Advisory Services
Texas
-$3.8M
2
SL
Systelligence LLC
Minnesota
-$2.66M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
4
Jane Street
Jane Street
New York
-$570K
5
Osaic Holdings
Osaic Holdings
Arizona
-$443K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$62.7M +$16.4M +459,687 +36%
Bank of America
2
Bank of America
North Carolina
$41M +$4.32M +120,791 +12%
SMM
3
Stadion Money Management
Georgia
$39.4M +$710K +19,867 +2%
Citadel Advisors
4
Citadel Advisors
Florida
$12.3M +$7.56M +211,371 +164%
PAG
5
Private Advisor Group
New Jersey
$7.79M +$539K +15,080 +8%
GLA
6
Good Life Advisors
Pennsylvania
$3.62M -$184K -5,145 -5%
FGAM
7
Financial Gravity Asset Management
Texas
$3.09M +$3.05M +85,192 New
Jane Street
8
Jane Street
New York
$2.68M -$570K -15,935 -18%
FAIM
9
Financial Advocates Investment Management
Washington
$2.6M +$2.56M +71,672 New
EA
10
Eclectic Associates
California
$2.19M +$2.17M +60,568 New
PAG
11
Pinnacle Advisory Group
Maryland
$1.39M +$336K +9,388 +32%
MSAM
12
Moloney Securities Asset Management
Missouri
$1.36M -$315K -8,822 -19%
DLHL
13
Donald L. Hagan LLC
Florida
$1.2M +$503K +14,077 +74%
GM
14
GeoWealth Management
Illinois
$976K +$398K +11,133 +70%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$879K +$186K +5,189 +27%
Morgan Stanley
16
Morgan Stanley
New York
$836K +$118K +3,290 +17%
CW
17
CreativeOne Wealth
Kansas
$695K +$333K +9,314 +94%
MIAN
18
Mariner Independent Advisor Network
Kansas
$672K +$245K +6,839 +58%
MML Investors Services
19
MML Investors Services
Massachusetts
$671K +$352K +9,841 +113%
JCM
20
Jacobi Capital Management
Pennsylvania
$619K +$122K +3,412 +25%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$551K +$45.6K +1,274 +9%
Osaic Holdings
22
Osaic Holdings
Arizona
$545K -$443K -12,394 -45%
KFP
23
KMG Fiduciary Partners
Ohio
$530K – – –
PWM
24
Purus Wealth Management
California
$528K +$522K +14,584 New
FHA
25
Flagship Harbor Advisors
Massachusetts
$514K +$183K +5,128 +57%
1
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SPBO Hedge Fund Activity: Q4 2020 in Review

46 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2020, worth a combined $193M — up 23% from $156M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPBO positions and 4 closed out — a net gain of 7 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was LPL Financial, adding an estimated $16.4M. The largest seller was Level Four Advisory Services, exiting entirely with an estimated $3.8M sold.

  • 46 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2020, up from 39 in Q3 2020.
  • Funds reported $193M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2020 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2020 was LPL Financial, an estimated $16.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2020 was Level Four Advisory Services, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2020.