State Street SPDR Portfolio Corporate Bond ETF
SPBO
58 hedge funds and large institutions have $296M invested in State Street SPDR Portfolio Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
22% more capital invested
Capital invested by funds: $243M → $296M (+$53.7M)
7% more funds holding
Funds holding: 54 → 58 (+4)
1.04% more ownership
Funds ownership: 69.59% → 70.63% (+1%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$32.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$14.9M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.24M |
| 4 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$3.81M |
| 5 |
Morgan Stanley
New York
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.19M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.28M |
| 3 |
FGAM
Financial Gravity Asset Management
Lakeway,
Texas
|
-$1.94M |
| 4 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$555K |
| 5 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$447K |
SPBO Hedge Fund Activity: Q3 2021 in Review
58 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2021, worth a combined $296M — up 22% from $243M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SPBO positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 17 trimmed.
The largest buyer was LPL Financial, adding an estimated $32.5M. The largest seller was Advisor Resource Council, cutting an estimated $4.19M.
- 58 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2021, up from 54 in Q2 2021.
- Funds reported $296M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2021, up 22% quarter-over-quarter.
- 6 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2021 and 2 closed out, a net change of +4 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2021 was LPL Financial, an estimated $32.5M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2021 was Advisor Resource Council, an estimated $4.19M sold.
Based on aggregated 13F filings for Q3 2021.