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State Street SPDR Portfolio Corporate Bond ETF

60 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, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

22% more capital invested

Capital invested by funds: $181M → $220M (+$39.5M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

9.4% more ownership

Funds ownership: 56.83%66.23% (+9.4%)

9% more funds holding

Funds holding: 5560 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

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
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$36.5M -$5M -165,310 -12%
SMM
2
Stadion Money Management
Georgia
$31.9M -$308K -10,200 -0.9%
DJSG
3
D.J. St. Germain
Massachusetts
$29.4M +$21.2M +701,776 +239%
CWM
4
Congress Wealth Management
Massachusetts
$29.1M +$28.1M +929,522 +1,670%
Bank of America
5
Bank of America
North Carolina
$21.7M +$21.3M +703,029 +2,406%
PAG
6
Private Advisor Group
New Jersey
$9.18M -$487K -16,102 -5%
ARC
7
Advisor Resource Council
Texas
$6.58M +$5.3M +175,423 +371%
CI
8
CX Institutional
Indiana
$5.5M -$1.75M -57,942 -24%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$5.24M +$5.32M +176,076 +14,421%
MPW
10
Melone Private Wealth
Michigan
$5.15M +$149K +4,940 +3%
GLA
11
Good Life Advisors
Pennsylvania
$4.71M +$230K +7,615 +5%
AWS
12
Atria Wealth Solutions
New York
$4.25M +$4.35M +143,891 New
Morgan Stanley
13
Morgan Stanley
New York
$4.03M -$20.2M -666,961 -83%
AWM
14
AE Wealth Management
Kansas
$3.84M +$8.13K +269 +0.2%
WA
15
Wealthstar Advisors
Texas
$2.83M -$726 -24 -0%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.59M +$2.65M +87,505 New
Jane Street
17
Jane Street
New York
$2.3M -$1.67M -55,142 -41%
Citadel Advisors
18
Citadel Advisors
Florida
$1.84M -$1.9M -62,787 -50%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.28M -$64K -2,118 -5%
EA
20
Eclectic Associates
California
$1.11M -$424K -14,038 -27%
MIAN
21
Mariner Independent Advisor Network
Kansas
$1.05M -$334K -11,040 -24%
MML Investors Services
22
MML Investors Services
Massachusetts
$1.05M +$95.6K +3,162 +10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$955K +$765K +25,299 +362%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$850K +$51.6K +1,707 +6%
PFS
25
Prospera Financial Services
Texas
$734K -$45.3K -1,500 -6%

SPBO Hedge Fund Activity: Q2 2022 in Review

60 of the 5,936 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 21 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.

  • 60 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2022, up from 55 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.