SPBO icon

SPDR Portfolio Corporate Bond ETF

161 hedge funds and large institutions have $1.39B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.77% more ownership

Funds ownership: 77.46%79.24% (+1.8%)

4% less capital invested

Capital invested by funds: $1.44B → $1.39B (-$54.9M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$499K
Puts
$354K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$221M
Ameriprise
2
Ameriprise
Minnesota
$190M
NL
3
NEPC LLC
Massachusetts
$91.3M
LPL Financial
4
LPL Financial
California
$87.7M
Bank of America
5
Bank of America
North Carolina
$76.4M
DJSG
6
D.J. St. Germain
Massachusetts
$67.4M
CI
7
CX Institutional
Indiana
$48.6M
AWM
8
AE Wealth Management
Kansas
$44.2M
PA
9
Procyon Advisors
Connecticut
$39.9M
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$38.5M
AssetMark Inc
11
AssetMark Inc
California
$38.2M
GWM
12
Geneos Wealth Management
Colorado
$35.8M
CWM
13
Congress Wealth Management
Massachusetts
$33.1M
CA
14
CoreCap Advisors
Michigan
$28.1M
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$21.3M
FAM
16
Flaharty Asset Management
Florida
$19.4M
Morgan Stanley
17
Morgan Stanley
New York
$17.4M
GLA
18
Good Life Advisors
Pennsylvania
$17.3M
SMF
19
Sterling Manor Financial
New York
$14.9M
ARC
20
Advisor Resource Council
Texas
$14.3M
AFG
21
Arkansas Financial Group
Arkansas
$14.3M
Financial Engines Advisors
22
Financial Engines Advisors
California
$13.9M
MML Investors Services
23
MML Investors Services
Massachusetts
$10.9M
FGAM
24
Financial Gravity Asset Management
Texas
$10.2M
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.63M