State Street SPDR Portfolio Corporate Bond ETF
SPBO
59 hedge funds and large institutions have $242M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 12 closing their positions.
73% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 15
10% more capital invested
Capital invested by funds: $220M → $242M (+$21.8M)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
1.23% less ownership
Funds ownership: 65.09% → 63.86% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAM
Flaharty Asset Management
Clearwater,
Florida
|
+$17.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$15.3M |
| 3 |
Jane Street
New York
|
+$11.6M |
| 4 |
IA
IFG Advisory
Atlanta,
Georgia
|
+$5.64M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$5.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$31.9M |
| 2 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$6.35M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.84M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$2.47M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$955K |
SPBO Hedge Fund Activity: Q3 2022 in Review
59 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2022, worth a combined $242M — up 9.9% from $220M a quarter earlier.
Fund positioning in SPBO was balanced in Q3 2022: 12 funds opened new positions, 12 closed out, 26 added to existing stakes and 15 trimmed.
The largest buyer was Flaharty Asset Management, opening a new position worth an estimated $17.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $31.9M sold.
- 59 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2022, unchanged from Q2 2022.
- Funds reported $242M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2022, up 9.9% quarter-over-quarter.
- 12 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2022 and 12 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2022 was Flaharty Asset Management, an estimated $17.5M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2022 was Stadion Money Management, an estimated $31.9M sold.
Based on aggregated 13F filings for Q3 2022.