State Street SPDR Portfolio Corporate Bond ETF
SPBO
146 hedge funds and large institutions have $1.28B invested in State Street SPDR Portfolio Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 38 reducing their positions, and 11 closing their positions.
800% more call options, than puts
Call options by funds: $27K | Put options by funds: $3K
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
82% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 38
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $1.15B → $1.28B (+$135M)
10% more funds holding
Funds holding: 133 → 146 (+13)
2.85% less ownership
Funds ownership: 78.78% → 75.93% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWMG
Prestige Wealth Management Group
Flemington,
New Jersey
|
+$25.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$18.8M |
| 3 |
SMF
Sterling Manor Financial
Saratoga Springs,
New York
|
+$9.83M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$8.67M |
| 5 |
LPL Financial
San Diego,
California
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GVAG
Great Valley Advisor Group
Wilmington,
Delaware
|
-$17.7M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.18M |
| 3 |
DJSG
D.J. St. Germain
Springfield,
Massachusetts
|
-$3.17M |
| 4 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
-$2.43M |
| 5 |
ZIM
Zacks Investment Management
Chicago,
Illinois
|
-$2.28M |
SPBO Hedge Fund Activity: Q3 2024 in Review
146 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q3 2024, worth a combined $1.28B — up 12% from $1.15B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new SPBO positions and 11 closed out — a net gain of 14 holders — while 69 added to existing stakes and 38 trimmed.
The largest buyer was Prestige Wealth Management Group, opening a new position worth an estimated $25.5M. The largest seller was Great Valley Advisor Group, cutting an estimated $17.7M.
- 146 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q3 2024, up from 133 in Q2 2024.
- Funds reported $1.28B of State Street SPDR Portfolio Corporate Bond ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 25 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q3 2024 and 11 closed out, a net change of +14 holders.
- The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q3 2024 was Prestige Wealth Management Group, an estimated $25.5M added.
- The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q3 2024 was Great Valley Advisor Group, an estimated $17.7M sold.
Based on aggregated 13F filings for Q3 2024.