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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

151 hedge funds and large institutions have $1.44B invested in SPDR Portfolio Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 15 closing their positions.

Holders
151
Holders Change
+6
Holders Change %
+4.14%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
24
Increased
70
Reduced
43
Closed
15
Calls
$576K
Puts
–
Net Calls
+$576K
Net Calls Change
+$552K

Top Buyers

1
NL
1
NEPC LLC
Massachusetts
$185M
2
CA
2
CoreCap Advisors
Michigan
$25.8M
3
CI
3
CX Institutional
Indiana
$50.9M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$13.2M
5
LPL Financial
5
LPL Financial
California
$104M

Top Sellers

1
PWMG
1
Prestige Wealth Management Group
New Jersey
$493K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.14M
3
DJSG
3
D.J. St. Germain
Massachusetts
$69.3M
4
QPWM
4
Quadrant Private Wealth Management
Pennsylvania
$1.08M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$3.24M
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$395M 13,778,234 +390,898 +3%
NL
2
NEPC LLC
Massachusetts
$185M 6,459,529 +3,995,935 +162%
LPL Financial
3
LPL Financial
California
$104M 3,615,030 +423,700 +13%
Bank of America
4
Bank of America
North Carolina
$70.1M 2,449,191 +174,529 +8%
DJSG
5
D.J. St. Germain
Massachusetts
$69.3M 2,419,567 -54,111 -2%
CI
6
CX Institutional
Indiana
$50.9M 1,776,829 +551,883 +45%
AWM
7
AE Wealth Management
Kansas
$41.3M 1,440,675 +203,286 +16%
AssetMark Inc
8
AssetMark Inc
California
$36.8M 1,284,657 +213,836 +20%
PA
9
Procyon Advisors
Connecticut
$35.4M 1,234,639 +111,098 +10%
Ameriprise
10
Ameriprise
Minnesota
$34.5M 1,205,293 +332,895 +38%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$34.4M 1,200,094 +81,791 +7%
CWM
12
Congress Wealth Management
Massachusetts
$32.8M 1,145,172 +16,832 +1%
CA
13
CoreCap Advisors
Michigan
$25.8M 900,237 +680,538 +310%
PAG
14
Private Advisor Group
New Jersey
$22.3M 779,710 +86,650 +13%
GLA
15
Good Life Advisors
Pennsylvania
$18.1M 632,100 +129,301 +26%
FAM
16
Flaharty Asset Management
Florida
$17.2M 600,949 -19,346 -3%
Morgan Stanley
17
Morgan Stanley
New York
$15.4M 538,221 +15,198 +3%
Financial Engines Advisors
18
Financial Engines Advisors
California
$15M 522,155 -6,208 -1%
AFG
19
Arkansas Financial Group
Arkansas
$13.3M 462,865 +130,419 +39%
SFWA
20
Summit Financial Wealth Advisors
Louisiana
$13.2M 459,939 +459,939 New
GWM
21
Geneos Wealth Management
Colorado
$10.8M 377,854 +28,001 +8%
MML Investors Services
22
MML Investors Services
Massachusetts
$10.7M 374,703 +1,014 +0.3%
SMF
23
Sterling Manor Financial
New York
$10.1M 353,418 +20,095 +6%
FGC
24
Financial Gravity Companies
Texas
$9.35M 326,430 +10,239 +3%
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.63M 294,820 +1,687 +0.6%
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