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State Street SPDR Portfolio Corporate Bond ETF
SPBO

81 hedge funds and large institutions have $437M invested in State Street SPDR Portfolio Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 8

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

81% more capital invested

Capital invested by funds: $242M → $437M (+$195M)

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more funds holding

Funds holding: 60 → 81 (+21)

24.82% more ownership

Funds ownership: 64.31% → 89.13% (+25%)

84% less call options, than puts

Call options by funds: $9.95M | Put options by funds: $62.7M

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.3%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
31
Increased
32
Reduced
13
Closed
8
Calls
$9.95M
Puts
$62.7M
Net Calls
-$52.8M
Net Calls Change
-$52.8M

Top Buyers

1
Squarepoint
Squarepoint
New York
+$60.2M
2
DJSG
D.J. St. Germain
Massachusetts
+$47.4M
3
CWM
Congress Wealth Management
Massachusetts
+$31.4M
4
Bank of America
Bank of America
North Carolina
+$17M
5
Financial Engines Advisors
Financial Engines Advisors
California
+$15.2M

Top Sellers

1
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$4.58M
2
AWS
Atria Wealth Solutions
New York
-$2.55M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
AWM
AE Wealth Management
Kansas
-$598K
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
1
Squarepoint
New York
$117M +$60.2M +2,137,707 New
CWM
2
Congress Wealth Management
Massachusetts
$63.8M +$31.4M +1,113,675 +98%
Bank of America
3
Bank of America
North Carolina
$38.7M +$17M +603,273 +79%
LPL Financial
4
LPL Financial
California
$35.2M +$4.78M +169,523 +16%
AWM
5
AE Wealth Management
Kansas
$17.8M -$598K -21,211 -3%
FAM
6
Flaharty Asset Management
Florida
$17.7M +$899K +31,894 +5%
Jane Street
7
Jane Street
New York
$16.9M +$3.55M +125,967 +27%
Financial Engines Advisors
8
Financial Engines Advisors
California
$15.5M +$15.2M +538,637 +7,452%
CI
9
CX Institutional
Indiana
$11.3M +$936K +33,219 +9%
IWM
10
IHT Wealth Management
Illinois
$9.22M +$9.16M +324,840 New
Morgan Stanley
11
Morgan Stanley
New York
$8.54M +$950K +33,694 +13%
B
12
Bridgeworth
Alabama
$8.1M +$8.05M +285,509 New
DK
13
David Kennon
Florida
$7.98M +$112K +3,975 +1%
Ameriprise
14
Ameriprise
Minnesota
$7.55M +$7.5M +266,029 New
IA
15
IFG Advisory
Georgia
$5.9M -$152K -5,396 -3%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.72M +$1.52M +54,067 +37%
MPW
17
Melone Private Wealth
Michigan
$5.47M +$203K +7,197 +4%
GLA
18
Good Life Advisors
Pennsylvania
$5.13M +$472K +16,736 +10%
Mariner
19
Mariner
Kansas
$3.77M +$3.74M +132,729 New
FFG
20
Ford Financial Group
California
$3.36M +$144K +5,107 +5%
AFG
21
Arkansas Financial Group
Arkansas
$2.79M +$2.49M +88,329 +883%
WA
22
Wealthstar Advisors
Texas
$2.71M -$5.61K -199 -0.2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.3M +$2.28M +81,068 New
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$2.15M +$2.14M +75,818 New
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$2.05M -$4.58M -162,666 -69%
1
2 3 4

SPBO Hedge Fund Activity: Q4 2022 in Review

81 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q4 2022, worth a combined $437M — up 81% from $242M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SPBO positions and 8 closed out — a net gain of 23 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $60.2M. The largest seller was Gerber Kawasaki Wealth & Investment Management, cutting an estimated $4.58M.

  • 81 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2022, up from 60 in Q3 2022.
  • Funds reported $437M of State Street SPDR Portfolio Corporate Bond ETF stock for Q4 2022, up 81% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q4 2022 and 8 closed out, a net change of +23 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q4 2022 was Squarepoint, an estimated $60.2M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q4 2022 was Gerber Kawasaki Wealth & Investment Management, an estimated $4.58M sold.

Based on aggregated 13F filings for Q4 2022.