We are live on ! Find out more
SPBO icon

State Street SPDR Portfolio Corporate Bond ETF
SPBO

60 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, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $220M → $242M (+$21.8M)

0% more funds holding

Funds holding: 60 → 60 (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

1.92% less ownership

Funds ownership: 66.23% → 64.31% (-1.9%)

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
12
Increased
26
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAM
Flaharty Asset Management
Florida
+$17.5M
2
AWM
AE Wealth Management
Kansas
+$15.3M
3
Jane Street
Jane Street
New York
+$11.6M
4
IA
IFG Advisory
Georgia
+$5.64M
5
CI
CX Institutional
Indiana
+$5.25M

Top Sellers

1
SMM
Stadion Money Management
Georgia
-$31.9M
2
ARC
Advisor Resource Council
Texas
-$6.35M
3
LPL Financial
LPL Financial
California
-$4.84M
4
PAG
Private Advisor Group
New Jersey
-$2.47M
5
FGAM
Financial Gravity Asset Management
Texas
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1
Congress Wealth Management
Massachusetts
$31.5M +$4.38M +148,349 +15%
LPL Financial
2
LPL Financial
California
$29.7M -$4.84M -163,653 -13%
DJSG
3
D.J. St. Germain
Massachusetts
$29.4M – – –
Bank of America
4
Bank of America
North Carolina
$21.2M +$872K +29,509 +4%
AWM
5
AE Wealth Management
Kansas
$18M +$15.3M +519,260 +400%
FAM
6
Flaharty Asset Management
Florida
$16.5M +$17.5M +593,286 New
Jane Street
7
Jane Street
New York
$13M +$11.6M +391,513 +503%
CI
8
CX Institutional
Indiana
$10.1M +$5.25M +177,650 +96%
DK
9
David Kennon
Florida
$7.7M +$8.19M +277,336 New
Morgan Stanley
10
Morgan Stanley
New York
$7.42M +$3.86M +130,701 +96%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$6.53M +$1.71M +57,731 +33%
PAG
12
Private Advisor Group
New Jersey
$6.3M -$2.47M -83,562 -27%
IA
13
IFG Advisory
Georgia
$5.93M +$5.64M +190,908 +847%
MPW
14
Melone Private Wealth
Michigan
$5.19M +$342K +11,578 +7%
GLA
15
Good Life Advisors
Pennsylvania
$4.56M +$146K +4,932 +3%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$4.08M +$1.74M +58,946 +67%
AWS
17
Atria Wealth Solutions
New York
$3.38M -$659K -22,294 -15%
FFG
18
Ford Financial Group
California
$3.15M +$3.35M +113,293 New
WA
19
Wealthstar Advisors
Texas
$2.66M +$3.99K +135 +0.1%
OMC
20
Old Mission Capital
Illinois
$1.52M +$1.62M +54,687 New
Citadel Advisors
21
Citadel Advisors
Florida
$1.38M -$373K -12,631 -20%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.27M +$1.35M +45,820 New
ACA
23
Aptus Capital Advisors
Alabama
$1.09M +$1.16M +39,093 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.08M -$130K -4,392 -10%
MML Investors Services
25
MML Investors Services
Massachusetts
$1.08M +$93.7K +3,172 +9%
1
2 3

SPBO Hedge Fund Activity: Q3 2022 in Review

60 of the 5,805 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 16 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.

  • 60 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.