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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

145 hedge funds and large institutions have $1.28B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
145
Holders Change
+13
Holders Change %
+9.85%
% of All Funds
2.1%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
26
Increased
67
Reduced
38
Closed
12
Calls
$27K
Puts
$3K
Net Calls
+$24K
Net Calls Change
+$188K

Top Buyers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$26M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.5M
3
SMF
3
Sterling Manor Financial
New York
$10M
4
FGC
4
Financial Gravity Companies
Texas
$9.5M
5
PAG
5
Private Advisor Group
New Jersey
$20.8M

Top Sellers

1
GVAG
1
Great Valley Advisor Group
Delaware
$1.26M
2
OMC
2
Old Mission Capital
Illinois
$340K
3
DJSG
3
D.J. St. Germain
Massachusetts
$74.3M
4
AIA
4
Acute Investment Advisory
Arizona
$0
5
ZIM
5
Zacks Investment Management
Illinois
$5.33M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$402M 13,387,336 +167,590 +1%
LPL Financial
2
LPL Financial
California
$95.8M 3,191,330 +232,659 +8%
DJSG
3
D.J. St. Germain
Massachusetts
$74.3M 2,473,678 -107,550 -4%
NL
4
NEPC LLC
Massachusetts
$74M 2,463,594 – –
Bank of America
5
Bank of America
North Carolina
$68.3M 2,274,662 +46,471 +2%
AWM
6
AE Wealth Management
Kansas
$37.2M 1,237,389 +6,499 +0.5%
CI
7
CX Institutional
Indiana
$36.8M 1,224,946 +62,570 +5%
CWM
8
Congress Wealth Management
Massachusetts
$33.9M 1,128,340 -6,001 -0.5%
PA
9
Procyon Advisors
Connecticut
$33.7M 1,123,541 +34,776 +3%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$33.6M 1,118,303 +147,028 +15%
AssetMark Inc
11
AssetMark Inc
California
$32.2M 1,070,821 -2,077 -0.2%
Ameriprise
12
Ameriprise
Minnesota
$26.2M 872,398 +133,432 +18%
PWMG
13
Prestige Wealth Management Group
New Jersey
$26M 864,961 +864,961 New
PAG
14
Private Advisor Group
New Jersey
$20.8M 693,060 +294,065 +74%
Osaic Holdings
15
Osaic Holdings
Arizona
$20.5M 682,390 +637,029 +1,404%
FAM
16
Flaharty Asset Management
Florida
$18.6M 620,295 -21,246 -3%
Financial Engines Advisors
17
Financial Engines Advisors
California
$15.9M 528,363 +32,273 +7%
Morgan Stanley
18
Morgan Stanley
New York
$15.7M 523,023 +110,762 +27%
GLA
19
Good Life Advisors
Pennsylvania
$15.1M 502,799 +46,580 +10%
MML Investors Services
20
MML Investors Services
Massachusetts
$11.2M 373,689 -6,982 -2%
GWM
21
Geneos Wealth Management
Colorado
$10.5M 349,853 +46,997 +16%
SMF
22
Sterling Manor Financial
New York
$10M 333,323 +333,323 New
AFG
23
Arkansas Financial Group
Arkansas
$9.98M 332,446 +63,452 +24%
FGC
24
Financial Gravity Companies
Texas
$9.5M 316,191 +316,191 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.8M 293,133 +98,939 +51%
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