State Street SPDR Portfolio Corporate Bond ETF
SPBO
106 hedge funds and large institutions have $819M invested in State Street SPDR Portfolio Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 41 increasing their positions, 25 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
64% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 25
49% more capital invested
Capital invested by funds: $550M → $819M (+$269M)
41.18% more ownership
Funds ownership: 77.11% → 118.28% (+41%)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more funds holding
Funds holding: 96 → 106 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
+$288M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$23M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$15.2M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$14.4M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$20.8M |
| 2 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$18.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$14.9M |
| 4 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$13M |
| 5 |
Jane Street
New York
|
-$7.11M |
SPBO Hedge Fund Activity: Q3 2023 in Review
106 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2023, worth a combined $819M — up 49% from $550M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SPBO positions and 15 closed out — a net gain of 12 holders — while 41 added to existing stakes and 25 trimmed.
The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $288M. The largest seller was Ameriprise, cutting an estimated $20.8M.
- 106 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2023, up from 96 in Q2 2023.
- Funds reported $819M of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2023, up 49% quarter-over-quarter.
- 27 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2023 and 15 closed out, a net change of +12 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2023 was RWA Wealth Partners, an estimated $288M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2023 was Ameriprise, an estimated $20.8M sold.
Based on aggregated 13F filings for Q3 2023.