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State Street SPDR Portfolio Corporate Bond ETF

47 hedge funds and large institutions have $200M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% more funds holding

Funds holding: 4647 (+1)

1.23% more ownership

Funds ownership: 61.86%63.09% (+1.2%)

4% more capital invested

Capital invested by funds: $193M → $200M (+$6.89M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
24
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$65.9M +$27.5M +783,652 +69%
LPL Financial
2
LPL Financial
California
$52.5M -$7.24M -206,082 -12%
SMM
3
Stadion Money Management
Georgia
$37.1M -$334K -9,523 -0.9%
PAG
4
Private Advisor Group
New Jersey
$9.29M +$1.93M +54,948 +26%
Citadel Advisors
5
Citadel Advisors
Florida
$4.38M -$7.48M -212,956 -63%
GLA
6
Good Life Advisors
Pennsylvania
$4.2M +$769K +21,896 +22%
MIAN
7
Mariner Independent Advisor Network
Kansas
$2.49M +$1.89M +53,822 +290%
FAIM
8
Financial Advocates Investment Management
Washington
$2.45M -$15.5K -442 -0.6%
EA
9
Eclectic Associates
California
$1.83M -$255K -7,271 -12%
PAG
10
Pinnacle Advisory Group
Maryland
$1.8M +$491K +13,986 +36%
SMG
11
Smart Money Group
Texas
$1.7M +$1.74M +49,446 New
WAP
12
Wealthcare Advisory Partners
Pennsylvania
$1.57M +$1.61M +45,720 New
DLHL
13
Donald L. Hagan LLC
Florida
$1.48M +$345K +9,826 +30%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.11M +$285K +8,112 +33%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.07M +$566K +16,105 +107%
Morgan Stanley
16
Morgan Stanley
New York
$984K +$193K +5,498 +24%
CW
17
CreativeOne Wealth
Kansas
$871K +$215K +6,108 +32%
MML Investors Services
18
MML Investors Services
Massachusetts
$838K +$205K +5,832 +31%
CWM
19
Collaborative Wealth Management
Florida
$797K +$874K +24,899 New
GM
20
GeoWealth Management
Illinois
$659K -$275K -7,844 -29%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$654K +$667K +19,005 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$600K +$150K +4,267 +32%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$591K +$69K +1,966 +13%
JCM
24
Jacobi Capital Management
Pennsylvania
$553K -$36.2K -1,030 -6%
KFP
25
KMG Fiduciary Partners
Ohio
$549K +$42.8K +1,218 +8%

SPBO Hedge Fund Activity: Q1 2021 in Review

47 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2021, worth a combined $200M — up 3.6% from $193M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new SPBO positions and 5 closed out — a net gain of 1 holder — while 24 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $27.5M. The largest seller was Citadel Advisors, cutting an estimated $7.48M.

  • 47 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2021, up from 46 in Q4 2020.
  • Funds reported $200M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2021, up 3.6% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2021 was Bank of America, an estimated $27.5M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2021 was Citadel Advisors, an estimated $7.48M sold.

Based on aggregated 13F filings for Q1 2021.