State Street SPDR Portfolio Corporate Bond ETF
SPBO
59 hedge funds and large institutions have $220M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 9 closing their positions.
142% more capital inflows, than outflows
Capital inflows: $92.3M | Capital outflows: $38.2M
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
9% more funds holding
Funds holding: 54 → 59 (+5)
8.84% more ownership
Funds ownership: 56.25% → 65.09% (+8.8%)
5% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 19
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Congress Wealth Management
Boston,
Massachusetts
|
+$28.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$21.3M |
| 3 |
D.J. St. Germain
Springfield,
Massachusetts
|
+$21.2M |
| 4 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$5.32M |
| 5 |
ARC
Advisor Resource Council
Dallas,
Texas
|
+$5.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$20.2M |
| 2 |
LPL Financial
San Diego,
California
|
-$5M |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$2.24M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.9M |
| 5 |
CX Institutional
Auburn,
Indiana
|
-$1.75M |
SPBO Hedge Fund Activity: Q2 2022 in Review
59 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2022, worth a combined $220M — up 22% from $181M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SPBO positions and 9 closed out — a net gain of 5 holders — while 20 added to existing stakes and 19 trimmed.
The largest buyer was Congress Wealth Management, adding an estimated $28.1M. The largest seller was Morgan Stanley, cutting an estimated $20.2M.
- 59 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2022, up from 54 in Q1 2022.
- Funds reported $220M of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2022, up 22% quarter-over-quarter.
- 14 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2022 and 9 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2022 was Congress Wealth Management, an estimated $28.1M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2022 was Morgan Stanley, an estimated $20.2M sold.
Based on aggregated 13F filings for Q2 2022.