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State Street SPDR Portfolio Corporate Bond ETF

55 hedge funds and large institutions have $181M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12.85% less ownership

Funds ownership: 69.69%56.83% (-13%)

23% less funds holding

Funds holding: 7155 (-16)

28% less capital invested

Capital invested by funds: $252M → $181M (-$70.9M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

87% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 15

Holders
55
Holders Change
-16
Holders Change %
-22.54%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
19
Reduced
27
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$44.8M -$15.5M -469,309 -25%
SMM
2
Stadion Money Management
Georgia
$34.8M -$327K -9,900 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$25.7M +$3.95M +119,550 +17%
PAG
4
Private Advisor Group
New Jersey
$10.5M -$239K -7,226 -2%
DJSG
5
D.J. St. Germain
Massachusetts
$9.39M +$1.79M +54,261 +23%
CI
6
CX Institutional
Indiana
$7.8M +$3.59M +108,828 +81%
MPW
7
Melone Private Wealth
Michigan
$5.16M -$130K -3,948 -2%
GLA
8
Good Life Advisors
Pennsylvania
$4.85M +$200K +6,055 +4%
Jane Street
9
Jane Street
New York
$4.26M -$6.89M -208,550 -61%
AWM
10
AE Wealth Management
Kansas
$4.14M +$241K +7,309 +6%
Citadel Advisors
11
Citadel Advisors
Florida
$4M +$1.64M +49,681 +66%
WA
12
Wealthstar Advisors
Texas
$3.06M -$105K -3,172 -3%
FAIM
13
Financial Advocates Investment Management
Washington
$2.24M -$356K -10,784 -13%
CWM
14
Congress Wealth Management
Massachusetts
$1.78M -$927K -28,076 -34%
EA
15
Eclectic Associates
California
$1.65M -$286K -8,648 -14%
ARC
16
Advisor Resource Council
Texas
$1.51M -$7.29M -220,761 -82%
FHA
17
Flagship Harbor Advisors
Massachusetts
$1.5M +$1.24M +37,434 +402%
MIAN
18
Mariner Independent Advisor Network
Kansas
$1.48M +$21.7K +658 +1%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.45M +$227K +6,881 +18%
MML Investors Services
20
MML Investors Services
Massachusetts
$1.04M -$33.2K -1,007 -3%
Bank of America
21
Bank of America
North Carolina
$935K -$18.1M -548,032 -95%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$866K +$45.2K +1,370 +5%
PFS
23
Prospera Financial Services
Texas
$843K -$39.6K -1,200 -4%
IA
24
IFG Advisory
Georgia
$745K -$214K -6,474 -22%
KAS
25
Kestra Advisory Services
Texas
$646K +$3.67K +111 +0.6%

SPBO Hedge Fund Activity: Q1 2022 in Review

55 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2022, worth a combined $181M — down 28% from $252M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of SPBO and 2 opened new positions — a net loss of 13 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $18.1M.

  • 55 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2022, down from 71 in Q4 2021.
  • Funds reported $181M of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2022, down 28% quarter-over-quarter.
  • 2 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2022 and 15 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2022 was Bank of America, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2022.