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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

97 hedge funds and large institutions have $550M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
97
Holders Change
+5
Holders Change %
+5.43%
% of All Funds
1.53%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
15
Increased
45
Reduced
27
Closed
9
Calls
$35K
Puts
–
Net Calls
+$35K
Net Calls Change
+$17.5M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$38.9M
2
LPL Financial
2
LPL Financial
California
$64.1M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.9M
4
JWCA
4
J.W. Cole Advisors
Florida
$3.32M
5
Bank of America
5
Bank of America
North Carolina
$39.3M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Squarepoint
2
Squarepoint
New York
$4.76M
3
OMC
3
Old Mission Capital
Illinois
$736K
4
IWM
4
IHT Wealth Management
Illinois
$24.2M
5
WA
5
Wealthstar Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DJSG
1
D.J. St. Germain
Massachusetts
$119M 4,105,745 +4,105,745 New
LPL Financial
2
LPL Financial
California
$64.1M 2,218,392 +507,575 +30%
CWM
3
Congress Wealth Management
Massachusetts
$46.4M 1,606,525 -35,105 -2%
Bank of America
4
Bank of America
North Carolina
$39.3M 1,361,741 +66,987 +5%
Ameriprise
5
Ameriprise
Minnesota
$38.9M 1,348,695 +1,039,928 +337%
CI
6
CX Institutional
Indiana
$27.4M 947,739 -27,607 -3%
IWM
7
IHT Wealth Management
Illinois
$24.2M 839,730 -110,305 -12%
FAM
8
Flaharty Asset Management
Florida
$19.2M 665,584 +30,249 +5%
AWM
9
AE Wealth Management
Kansas
$17.1M 593,453 -57,638 -9%
PAG
10
Private Advisor Group
New Jersey
$15M 517,767 +12,994 +3%
MML Investors Services
11
MML Investors Services
Massachusetts
$11.9M 412,052 +346,326 +527%
Morgan Stanley
12
Morgan Stanley
New York
$8.61M 298,032 -35,282 -11%
B
13
Bridgeworth
Alabama
$7.85M 271,815 -8,353 -3%
Jane Street
14
Jane Street
New York
$7.11M 246,198 -44,645 -15%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$6.49M 225,760 -35,996 -14%
IA
16
IFG Advisory
Georgia
$6.41M 222,050 +4,730 +2%
GLA
17
Good Life Advisors
Pennsylvania
$5.94M 205,800 +28,746 +16%
Financial Engines Advisors
18
Financial Engines Advisors
California
$4.99M 172,809 +42,350 +32%
MPW
19
Melone Private Wealth
Michigan
$4.94M 171,059 +8,400 +5%
Squarepoint
20
Squarepoint
New York
$4.76M 164,862 -217,189 -57%
AFG
21
Arkansas Financial Group
Arkansas
$4.41M 152,816 +11,584 +8%
Mariner
22
Mariner
Kansas
$4.05M 140,187 +5,759 +4%
FHA
23
Flagship Harbor Advisors
Massachusetts
$3.66M 126,872 -14,453 -10%
PIA
24
Perennial Investment Advisors
California
$3.41M 118,014 +375 +0.3%
SWP
25
ShoreHaven Wealth Partners
New Jersey
$3.36M 116,379 -4,977 -4%
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