State Street SPDR Portfolio Corporate Bond ETF
SPBO
80 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, 31 increasing their positions, 13 reducing their positions, and 8 closing their positions.
1,776% more capital inflows, than outflows
Capital inflows: $233M | Capital outflows: $12.4M
288% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 8
138% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 13
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
36% more funds holding
Funds holding: 59 → 80 (+21)
24.94% more ownership
Funds ownership: 63.86% → 88.8% (+25%)
84% less call options, than puts
Call options by funds: $9.9M | Put options by funds: $62.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Squarepoint
New York
|
+$60.2M |
| 2 |
D.J. St. Germain
Springfield,
Massachusetts
|
+$47.4M |
| 3 |
Congress Wealth Management
Boston,
Massachusetts
|
+$31.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$17M |
| 5 |
Financial Engines Advisors
Santa Clara,
California
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
-$4.58M |
| 2 |
Atria Wealth Solutions
New York
|
-$2.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.27M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
-$598K |
SPBO Hedge Fund Activity: Q4 2022 in Review
80 of the 6,242 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 31 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.
- 80 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q4 2022, up from 59 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.