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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$16.4M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$7.56M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.32M |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$2.56M |
| 5 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$710K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
-$3.8M |
| 2 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$2.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.11M |
| 4 |
Jane Street
New York
|
-$570K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$443K |
SPBO Hedge Fund Activity: Q4 2020 in Review
46 of the 5,676 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.