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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

160 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.

Holders
160
Holders Change
+9
Holders Change %
+5.96%
% 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
50
Closed
18
Calls
$499K
Puts
$354K
Net Calls
+$145K
Net Calls Change
-$431K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$190M
2
GWM
2
Geneos Wealth Management
Colorado
$35.8M
3
ARC
3
Advisor Resource Council
Texas
$14.3M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$21.3M
5
Bank of America
5
Bank of America
North Carolina
$76.4M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$221M
2
NL
2
NEPC LLC
Massachusetts
$91.3M
3
LPL Financial
3
LPL Financial
California
$87.7M
4
PAG
4
Private Advisor Group
New Jersey
$5.72M
5
Raymond James Financial
5
Raymond James Financial
Florida
$997K
Name Market Value Shares Shares
Change 		Shares
Change %
RWP
1
RWA Wealth Partners
Massachusetts
$221M 7,601,785 -6,176,449 -45%
Ameriprise
2
Ameriprise
Minnesota
$190M 6,552,185 +5,346,892 +444%
NL
3
NEPC LLC
Massachusetts
$91.3M 3,144,313 -3,315,216 -51%
LPL Financial
4
LPL Financial
California
$87.7M 3,020,430 -594,600 -16%
Bank of America
5
Bank of America
North Carolina
$76.4M 2,630,713 +181,522 +7%
DJSG
6
D.J. St. Germain
Massachusetts
$67.4M 2,321,665 -97,902 -4%
CI
7
CX Institutional
Indiana
$48.6M 1,673,235 -103,594 -6%
AWM
8
AE Wealth Management
Kansas
$44.2M 1,523,393 +82,718 +6%
PA
9
Procyon Advisors
Connecticut
$39.9M 1,375,404 +140,765 +11%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$38.5M 1,326,596 +126,502 +11%
AssetMark Inc
11
AssetMark Inc
California
$38.2M 1,316,923 +32,266 +3%
GWM
12
Geneos Wealth Management
Colorado
$35.8M 1,234,855 +857,001 +227%
CWM
13
Congress Wealth Management
Massachusetts
$33.1M 1,140,831 -4,341 -0.4%
CA
14
CoreCap Advisors
Michigan
$28.1M 966,820 +66,583 +7%
SFWA
15
Summit Financial Wealth Advisors
Louisiana
$21.3M 733,807 +273,868 +60%
FAM
16
Flaharty Asset Management
Florida
$19.4M 668,757 +67,808 +11%
Morgan Stanley
17
Morgan Stanley
New York
$17.4M 600,008 +61,787 +11%
GLA
18
Good Life Advisors
Pennsylvania
$17.3M 595,340 -36,760 -6%
SMF
19
Sterling Manor Financial
New York
$14.9M 511,705 +158,287 +45%
ARC
20
Advisor Resource Council
Texas
$14.3M 505,467 +505,467 New
AFG
21
Arkansas Financial Group
Arkansas
$14.3M 507,662 +44,797 +10%
Financial Engines Advisors
22
Financial Engines Advisors
California
$13.9M 477,260 -44,895 -9%
MML Investors Services
23
MML Investors Services
Massachusetts
$10.9M 375,168 +465 +0.1%
FGAM
24
Financial Gravity Asset Management
Texas
$10.2M 350,334 +350,334 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$8.63M 294,820 – –
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