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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

127 hedge funds and large institutions have $1.08B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 35 reducing their positions, and 22 closing their positions.

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
55
Reduced
35
Closed
22
Calls
$44K
Puts
–
Net Calls
+$44K
Net Calls Change
+$44K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$30.5M
2
PA
2
Procyon Advisors
Connecticut
$25.1M
3
ZIM
3
Zacks Investment Management
Illinois
$7.72M
4
RWP
4
RWA Wealth Partners
Massachusetts
$377M
5
Bank of America
5
Bank of America
North Carolina
$67M

Top Sellers

1
FGAM
1
Financial Gravity Asset Management
Texas
$17.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$5.97M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$13.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$11M
5
DJSG
5
D.J. St. Germain
Massachusetts
$79M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$377M 12,955,011 +257,338 +2%
LPL Financial
2
LPL Financial
California
$83.6M 2,872,986 -2,598 -0.1%
DJSG
3
D.J. St. Germain
Massachusetts
$79M 2,715,123 -297,134 -10%
Bank of America
4
Bank of America
North Carolina
$67M 2,302,399 +248,423 +12%
CI
5
CX Institutional
Indiana
$34.5M 1,185,902 +137,611 +13%
CWM
6
Congress Wealth Management
Massachusetts
$33.1M 1,137,452 +15,287 +1%
AssetMark Inc
7
AssetMark Inc
California
$30.5M 1,048,161 +1,048,161 New
AWM
8
AE Wealth Management
Kansas
$28.4M 973,906 +139,936 +17%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$25.4M 872,642 +156,967 +22%
PA
10
Procyon Advisors
Connecticut
$25.1M 861,841 +861,841 New
Ameriprise
11
Ameriprise
Minnesota
$21.4M 735,544 +214,471 +41%
FAM
12
Flaharty Asset Management
Florida
$18.3M 627,986 -23,527 -4%
FGAM
13
Financial Gravity Asset Management
Texas
$17.9M 612,861 -3,552,695 -85%
GVAG
14
Great Valley Advisor Group
Delaware
$16.6M 571,465 +150,542 +36%
Financial Engines Advisors
15
Financial Engines Advisors
California
$13.9M 477,802 -350,298 -42%
PAG
16
Private Advisor Group
New Jersey
$12.1M 414,524 -24,973 -6%
MML Investors Services
17
MML Investors Services
Massachusetts
$11.5M 393,983 -33,709 -8%
Morgan Stanley
18
Morgan Stanley
New York
$11M 378,921 -339,987 -47%
RJA
19
Raymond James & Associates
Florida
$7.77M 266,803 +16,651 +7%
ZIM
20
Zacks Investment Management
Illinois
$7.72M 265,282 +265,282 New
GWM
21
Geneos Wealth Management
Colorado
$7.62M 261,907 +98,361 +60%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$7.24M 248,819 -6,923 -3%
AFG
23
Arkansas Financial Group
Arkansas
$7.24M 248,752 +50,585 +26%
GLA
24
Good Life Advisors
Pennsylvania
$7.1M 243,854 +22,617 +10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$6.85M 235,356 +5,253 +2%
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