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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

92 hedge funds and large institutions have $399M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 12 closing their positions.

Holders
92
Holders Change
+11
Holders Change %
+13.58%
% of All Funds
1.47%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
25
Increased
40
Reduced
19
Closed
12
Calls
$3.96M
Puts
$21.4M
Net Calls
-$17.5M
Net Calls Change
+$35.3M

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$27.8M
2
CI
2
CX Institutional
Indiana
$28.5M
3
LPL Financial
3
LPL Financial
California
$50M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$6.3M
5
PAG
5
Private Advisor Group
New Jersey
$14.8M

Top Sellers

1
Squarepoint
1
Squarepoint
New York
$11.2M
2
CWM
2
Congress Wealth Management
Massachusetts
$48M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$3.82M
4
Jane Street
4
Jane Street
New York
$8.51M
5
DK
5
David Kennon
Florida
$2.18M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$50M 1,710,817 +471,835 +38%
CWM
2
Congress Wealth Management
Massachusetts
$48M 1,641,630 -605,591 -27%
Bank of America
3
Bank of America
North Carolina
$37.9M 1,294,754 -70,276 -5%
CI
4
CX Institutional
Indiana
$28.5M 975,346 +578,628 +146%
IWM
5
IHT Wealth Management
Illinois
$27.8M 950,035 +625,195 +192%
AWM
6
AE Wealth Management
Kansas
$19M 651,091 +23,295 +4%
FAM
7
Flaharty Asset Management
Florida
$18.6M 635,335 +10,155 +2%
PAG
8
Private Advisor Group
New Jersey
$14.8M 504,773 +162,837 +48%
Squarepoint
9
Squarepoint
New York
$11.2M 382,051 -1,755,656 -82%
Morgan Stanley
10
Morgan Stanley
New York
$9.75M 333,314 +32,503 +11%
Ameriprise
11
Ameriprise
Minnesota
$9.04M 308,767 +42,738 +16%
Jane Street
12
Jane Street
New York
$8.51M 290,843 -304,529 -51%
B
13
Bridgeworth
Alabama
$8.19M 280,168 -5,341 -2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$7.61M 261,756 +61,238 +31%
IA
15
IFG Advisory
Georgia
$6.36M 217,320 +9,277 +4%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$6.3M 206,485 +206,485 New
OMC
17
Old Mission Capital
Illinois
$5.28M 180,489 +136,049 +306%
GLA
18
Good Life Advisors
Pennsylvania
$5.18M 177,054 -3,753 -2%
MPW
19
Melone Private Wealth
Michigan
$4.79M 162,659 -30,227 -16%
FHA
20
Flagship Harbor Advisors
Massachusetts
$4.13M 141,325 +141,325 New
AFG
21
Arkansas Financial Group
Arkansas
$4.13M 141,232 +42,895 +44%
Mariner
22
Mariner
Kansas
$3.93M 134,428 +1,699 +1%
Financial Engines Advisors
23
Financial Engines Advisors
California
$3.82M 130,459 -415,406 -76%
SWP
24
ShoreHaven Wealth Partners
New Jersey
$3.55M 121,356 +121,356 New
PIA
25
Perennial Investment Advisors
California
$3.44M 117,639 +117,639 New
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