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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

81 hedge funds and large institutions have $437M invested in 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.

Holders
81
Holders Change
+21
Holders Change %
+35%
% of All Funds
1.31%
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
1
Squarepoint
New York
$117M
2
CWM
2
Congress Wealth Management
Massachusetts
$63.8M
3
Bank of America
3
Bank of America
North Carolina
$38.7M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$15.5M
5
IWM
5
IHT Wealth Management
Illinois
$9.22M

Top Sellers

1
GKWIM
1
Gerber Kawasaki Wealth & Investment Management
California
$2.05M
2
AWS
2
Atria Wealth Solutions
New York
$881K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
AWM
5
AE Wealth Management
Kansas
$17.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Squarepoint
1
Squarepoint
New York
$117M 2,137,707 +2,137,707 New
CWM
2
Congress Wealth Management
Massachusetts
$63.8M 2,247,221 +1,113,675 +98%
Bank of America
3
Bank of America
North Carolina
$38.7M 1,365,030 +603,273 +79%
LPL Financial
4
LPL Financial
California
$35.2M 1,238,982 +169,523 +16%
AWM
5
AE Wealth Management
Kansas
$17.8M 627,796 -21,211 -3%
FAM
6
Flaharty Asset Management
Florida
$17.7M 625,180 +31,894 +5%
Jane Street
7
Jane Street
New York
$16.9M 595,372 +125,967 +27%
Financial Engines Advisors
8
Financial Engines Advisors
California
$15.5M 545,865 +538,637 +7,452%
CI
9
CX Institutional
Indiana
$11.3M 396,718 +33,219 +9%
IWM
10
IHT Wealth Management
Illinois
$9.22M 324,840 +324,840 New
Morgan Stanley
11
Morgan Stanley
New York
$8.54M 300,811 +33,694 +13%
B
12
Bridgeworth
Alabama
$8.1M 285,509 +285,509 New
DK
13
David Kennon
Florida
$7.98M 281,311 +3,975 +1%
Ameriprise
14
Ameriprise
Minnesota
$7.55M 266,029 +266,029 New
IA
15
IFG Advisory
Georgia
$5.9M 208,043 -5,396 -3%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.72M 200,518 +54,067 +37%
MPW
17
Melone Private Wealth
Michigan
$5.47M 192,886 +7,197 +4%
GLA
18
Good Life Advisors
Pennsylvania
$5.13M 180,807 +16,736 +10%
Mariner
19
Mariner
Kansas
$3.77M 132,729 +132,729 New
FFG
20
Ford Financial Group
California
$3.36M 118,400 +5,107 +5%
AFG
21
Arkansas Financial Group
Arkansas
$2.79M 98,337 +88,329 +883%
WA
22
Wealthstar Advisors
Texas
$2.71M 95,380 -199 -0.2%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.3M 81,068 +81,068 New
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$2.15M 75,818 +75,818 New
GKWIM
25
Gerber Kawasaki Wealth & Investment Management
California
$2.05M 72,362 -162,666 -69%
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