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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

60 hedge funds and large institutions have $220M invested in SPDR Portfolio Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.01%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
21
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$29.1M
2
Bank of America
2
Bank of America
North Carolina
$21.7M
3
DJSG
3
D.J. St. Germain
Massachusetts
$29.4M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$5.24M
5
ARC
5
Advisor Resource Council
Texas
$6.59M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.03M
2
LPL Financial
2
LPL Financial
California
$36.5M
3
FAIM
3
Financial Advocates Investment Management
Washington
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.84M
5
CI
5
CX Institutional
Indiana
$5.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$36.5M 1,233,112 -165,310 -12%
SMM
2
Stadion Money Management
Georgia
$31.9M 1,078,448 -10,200 -0.9%
DJSG
3
D.J. St. Germain
Massachusetts
$29.4M 995,084 +701,776 +239%
CWM
4
Congress Wealth Management
Massachusetts
$29.1M 985,197 +929,522 +1,670%
Bank of America
5
Bank of America
North Carolina
$21.7M 732,248 +703,029 +2,406%
PAG
6
Private Advisor Group
New Jersey
$9.18M 310,386 -16,102 -5%
ARC
7
Advisor Resource Council
Texas
$6.59M 222,678 +175,423 +371%
CI
8
CX Institutional
Indiana
$5.5M 185,849 -57,942 -24%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$5.24M 177,297 +176,076 +14,421%
MPW
10
Melone Private Wealth
Michigan
$5.15M 174,111 +4,940 +3%
GLA
11
Good Life Advisors
Pennsylvania
$4.71M 159,139 +7,615 +5%
AWS
12
Atria Wealth Solutions
New York
$4.26M 143,891 +143,891 New
Morgan Stanley
13
Morgan Stanley
New York
$4.03M 136,416 -666,961 -83%
AWM
14
AE Wealth Management
Kansas
$3.84M 129,747 +269 +0.2%
WA
15
Wealthstar Advisors
Texas
$2.83M 95,444 -24 -0%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.59M 87,505 +87,505 New
Jane Street
17
Jane Street
New York
$2.3M 77,892 -55,142 -41%
Citadel Advisors
18
Citadel Advisors
Florida
$1.84M 62,199 -62,787 -50%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.28M 43,250 -2,118 -5%
EA
20
Eclectic Associates
California
$1.11M 37,517 -14,038 -27%
MIAN
21
Mariner Independent Advisor Network
Kansas
$1.05M 35,526 -11,040 -24%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.05M 35,577 +3,162 +10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$955K 32,295 +25,299 +362%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$850K 28,751 +1,707 +6%
PFS
25
Prospera Financial Services
Texas
$734K 24,830 -1,500 -6%
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