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State Street SPDR Portfolio Corporate Bond ETF

127 hedge funds and large institutions have $1.08B invested in State Street 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.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 35

36% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 22

2% more funds holding

Funds holding: 124127 (+3)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4% less capital invested

Capital invested by funds: $1.12B → $1.08B (-$41.6M)

14.18% less ownership

Funds ownership: 94.19%80.02% (-14%)

Holders
127
Holders Change
+3
Holders Change %
+2.42%
% of All Funds
1.83%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$377M +$7.47M +257,338 +2%
LPL Financial
2
LPL Financial
California
$83.6M -$75.4K -2,598 -0.1%
DJSG
3
D.J. St. Germain
Massachusetts
$79M -$8.63M -297,134 -10%
Bank of America
4
Bank of America
North Carolina
$67M +$7.21M +248,423 +12%
CI
5
CX Institutional
Indiana
$34.5M +$4M +137,611 +13%
CWM
6
Congress Wealth Management
Massachusetts
$33.1M +$444K +15,287 +1%
AssetMark Inc
7
AssetMark Inc
California
$30.5M +$30.4M +1,048,161 New
AWM
8
AE Wealth Management
Kansas
$28.4M +$4.06M +139,936 +17%
GKWIM
9
Gerber Kawasaki Wealth & Investment Management
California
$25.4M +$4.56M +156,967 +22%
PA
10
Procyon Advisors
Connecticut
$25.1M +$25M +861,841 New
Ameriprise
11
Ameriprise
Minnesota
$21.4M +$6.23M +214,471 +41%
FAM
12
Flaharty Asset Management
Florida
$18.3M -$683K -23,527 -4%
FGAM
13
Financial Gravity Asset Management
Texas
$17.9M -$103M -3,552,695 -85%
GVAG
14
Great Valley Advisor Group
Delaware
$16.6M +$4.37M +150,542 +36%
Financial Engines Advisors
15
Financial Engines Advisors
California
$13.9M -$10.2M -350,298 -42%
PAG
16
Private Advisor Group
New Jersey
$12.1M -$725K -24,973 -6%
MML Investors Services
17
MML Investors Services
Massachusetts
$11.5M -$979K -33,709 -8%
Morgan Stanley
18
Morgan Stanley
New York
$11M -$9.87M -339,987 -47%
RJA
19
Raymond James & Associates
Florida
$7.77M +$483K +16,651 +7%
ZIM
20
Zacks Investment Management
Illinois
$7.72M +$7.7M +265,282 New
GWM
21
Geneos Wealth Management
Colorado
$7.62M +$2.86M +98,361 +60%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.24M -$201K -6,923 -3%
AFG
23
Arkansas Financial Group
Arkansas
$7.24M +$1.47M +50,585 +26%
GLA
24
Good Life Advisors
Pennsylvania
$7.1M +$657K +22,617 +10%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$6.85M +$153K +5,253 +2%

SPBO Hedge Fund Activity: Q1 2024 in Review

127 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2024, worth a combined $1.08B — down 3.7% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPBO positions and 22 closed out — a net gain of 8 holders — while 55 added to existing stakes and 35 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $30.4M. The largest seller was Financial Gravity Asset Management, cutting an estimated $103M.

  • 127 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2024, up from 124 in Q4 2023.
  • Funds reported $1.08B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2024 and 22 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2024 was AssetMark Inc, an estimated $30.4M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2024 was Financial Gravity Asset Management, an estimated $103M sold.

Based on aggregated 13F filings for Q1 2024.