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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

107 hedge funds and large institutions have $921M invested in SPDR Portfolio Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 15 closing their positions.

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.71%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
27
Increased
42
Reduced
25
Closed
15
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$32K

Top Buyers

1
RWP
1
RWA Wealth Partners
Massachusetts
$281M
2
FGAM
2
Financial Gravity Asset Management
Texas
$102M
3
Citadel Advisors
3
Citadel Advisors
Florida
$22.7M
4
GKWIM
4
Gerber Kawasaki Wealth & Investment Management
California
$15.9M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$20.4M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.9M
2
DJSG
2
D.J. St. Germain
Massachusetts
$94.8M
3
Bank of America
3
Bank of America
North Carolina
$23M
4
CWM
4
Congress Wealth Management
Massachusetts
$31.6M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$281M 10,173,663 +10,173,663 New
FGAM
2
Financial Gravity Asset Management
Texas
$102M 3,871,452 +3,715,161 +2,377%
DJSG
3
D.J. St. Germain
Massachusetts
$94.8M 3,438,230 -667,515 -16%
LPL Financial
4
LPL Financial
California
$64.4M 2,334,917 +116,525 +5%
CWM
5
Congress Wealth Management
Massachusetts
$31.6M 1,146,638 -459,887 -29%
CI
6
CX Institutional
Indiana
$29.9M 1,087,165 +139,426 +15%
Bank of America
7
Bank of America
North Carolina
$23M 835,395 -526,346 -39%
Citadel Advisors
8
Citadel Advisors
Florida
$22.7M 821,541 +812,966 +9,481%
IWM
9
IHT Wealth Management
Illinois
$21.3M 773,168 -66,562 -8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$20.4M 736,101 +510,341 +226%
FAM
11
Flaharty Asset Management
Florida
$19.1M 693,692 +28,108 +4%
AWM
12
AE Wealth Management
Kansas
$18.8M 682,717 +89,264 +15%
Ameriprise
13
Ameriprise
Minnesota
$16.9M 612,614 -736,081 -55%
GKWIM
14
Gerber Kawasaki Wealth & Investment Management
California
$15.9M 576,356 +536,753 +1,355%
PWAG
15
Polaris Wealth Advisory Group
California
$13M 472,888 +472,888 New
MML Investors Services
16
MML Investors Services
Massachusetts
$12M 435,924 +23,872 +6%
PAG
17
Private Advisor Group
New Jersey
$12M 433,719 -84,048 -16%
Morgan Stanley
18
Morgan Stanley
New York
$8.35M 302,855 +4,823 +2%
B
19
Bridgeworth
Alabama
$7.74M 280,808 +8,993 +3%
Financial Engines Advisors
20
Financial Engines Advisors
California
$6.31M 228,654 +55,845 +32%
GLA
21
Good Life Advisors
Pennsylvania
$6.1M 221,060 +15,260 +7%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.4M 195,937 +125,218 +177%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$5.17M 187,519 +187,519 New
MPW
24
Melone Private Wealth
Michigan
$4.97M 180,287 +9,228 +5%
Mariner
25
Mariner
Kansas
$4.79M 173,826 +33,639 +24%
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