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State Street SPDR Portfolio Corporate Bond ETF

162 hedge funds and large institutions have $1.39B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 55 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 18

41% more call options, than puts

Call options by funds: $499K | Put options by funds: $354K

7% more funds holding

Funds holding: 152162 (+10)

1.81% more ownership

Funds ownership: 77.46%79.27% (+1.8%)

8% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 51

4% less capital invested

Capital invested by funds: $1.44B → $1.39B (-$54.3M)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.17%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
32
Increased
55
Reduced
51
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K
Name Holding Trade Value Shares
Change
Change in
Stake
RWP
1
RWA Wealth Partners
Massachusetts
$221M -$178M -6,176,449 -45%
Ameriprise
2
Ameriprise
Minnesota
$190M +$154M +5,346,892 +444%
NL
3
NEPC LLC
Massachusetts
$91.3M -$95.6M -3,315,216 -51%
LPL Financial
4
LPL Financial
California
$87.7M -$17.1M -594,600 -16%
Bank of America
5
Bank of America
North Carolina
$76.4M +$5.23M +181,522 +7%
DJSG
6
D.J. St. Germain
Massachusetts
$67.4M -$2.82M -97,902 -4%
CI
7
CX Institutional
Indiana
$48.6M -$2.99M -103,594 -6%
AWM
8
AE Wealth Management
Kansas
$44.2M +$2.38M +82,718 +6%
PA
9
Procyon Advisors
Connecticut
$39.9M +$4.06M +140,765 +11%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$38.5M +$3.65M +126,502 +11%
AssetMark Inc
11
AssetMark Inc
California
$38.2M +$930K +32,266 +3%
GWM
12
Geneos Wealth Management
Colorado
$35.8M +$24.7M +857,001 +227%
CWM
13
Congress Wealth Management
Massachusetts
$33.1M -$125K -4,341 -0.4%
CA
14
CoreCap Advisors
Michigan
$28.1M +$1.92M +66,583 +7%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$21.3M +$7.9M +273,868 +60%
FAM
16
Flaharty Asset Management
Florida
$19.4M +$1.95M +67,808 +11%
Morgan Stanley
17
Morgan Stanley
New York
$17.4M +$1.78M +61,787 +11%
GLA
18
Good Life Advisors
Pennsylvania
$17.3M -$1.06M -36,760 -6%
SMF
19
Sterling Manor Financial
New York
$14.9M +$4.56M +158,287 +45%
ARC
20
Advisor Resource Council
Texas
$14.3M +$14.6M +505,467 New
AFG
21
Arkansas Financial Group
Arkansas
$14.3M +$1.29M +44,797 +10%
Financial Engines Advisors
22
Financial Engines Advisors
California
$13.9M -$1.29M -44,895 -9%
MML Investors Services
23
MML Investors Services
Massachusetts
$10.9M +$13.4K +465 +0.1%
FGAM
24
Financial Gravity Asset Management
Texas
$10.2M +$10.1M +350,334 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.63M

SPBO Hedge Fund Activity: Q1 2025 in Review

162 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q1 2025, worth a combined $1.39B — down 3.8% from $1.44B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPBO positions and 18 closed out — a net gain of 14 holders — while 55 added to existing stakes and 51 trimmed.

The largest buyer was Ameriprise, adding an estimated $154M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 162 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q1 2025, up from 152 in Q4 2024.
  • Funds reported $1.39B of State Street SPDR Portfolio Corporate Bond ETF stock for Q1 2025, down 3.8% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q1 2025 and 18 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q1 2025 was Ameriprise, an estimated $154M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q1 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q1 2025.