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SPDR Portfolio Corporate Bond ETF
SPBO

Overview Fund Activity

148 hedge funds and large institutions have $1.16B invested in SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
-12
Holders Change %
-7.5%
% of All Funds
1.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
14
Increased
51
Reduced
62
Closed
20
Calls
$266K
Puts
–
Net Calls
+$266K
Net Calls Change
+$121K

Top Buyers

1
ETC
1
Exchange Traded Concepts
Oklahoma
$43.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$33.1M
3
VA
3
Valmark Advisers
Ohio
$6.08M
4
AWM
4
AE Wealth Management
Kansas
$46.9M
5
FHA
5
Flagship Harbor Advisors
Massachusetts
$9.91M

Top Sellers

1
RWP
1
RWA Wealth Partners
Massachusetts
$40.9M
2
CA
2
CoreCap Advisors
Michigan
$367K
3
NL
3
NEPC LLC
Massachusetts
$74.7M
4
ARC
4
Advisor Resource Council
Texas
$354K
5
GWM
5
Geneos Wealth Management
Colorado
$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$186M -$5.9M -201,834 -3%
LPL Financial
2
LPL Financial
California
$81.2M -$7.06M -241,750 -8%
Bank of America
3
Bank of America
North Carolina
$79M +$2.09M +71,447 +3%
NL
4
NEPC LLC
Massachusetts
$74.7M -$17.2M -589,473 -19%
DJSG
5
D.J. St. Germain
Massachusetts
$67.2M -$619K -21,199 -0.9%
CI
6
CX Institutional
Indiana
$49M +$154K +5,287 +0.3%
AWM
7
AE Wealth Management
Kansas
$46.9M +$2.38M +81,588 +5%
ETC
8
Exchange Traded Concepts
Oklahoma
$43.7M +$43.7M +1,494,916 New
RWP
9
RWA Wealth Partners
Massachusetts
$40.9M -$181M -6,202,147 -82%
PA
10
Procyon Advisors
Connecticut
$39.4M -$763K -26,128 -2%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$39.2M +$418K +14,307 +1%
AssetMark Inc
12
AssetMark Inc
California
$39M +$529K +18,100 +1%
CWM
13
Congress Wealth Management
Massachusetts
$34.5M +$1.14M +39,069 +3%
Morgan Stanley
14
Morgan Stanley
New York
$33.1M +$15.5M +531,816 +89%
GWM
15
Geneos Wealth Management
Colorado
$26.4M -$9.66M -330,750 -27%
FAM
16
Flaharty Asset Management
Florida
$19.9M +$335K +11,459 +2%
GLA
17
Good Life Advisors
Pennsylvania
$19.4M +$2.01M +68,894 +12%
AFG
18
Arkansas Financial Group
Arkansas
$15.9M +$1.26M +43,606 +9%
SMF
19
Sterling Manor Financial
New York
$15.7M +$795K +27,220 +5%
Financial Engines Advisors
20
Financial Engines Advisors
California
$14.1M +$170K +5,833 +1%
FGC
21
Financial Gravity Companies
Texas
$11M +$11M +374,959 New
MML Investors Services
22
MML Investors Services
Massachusetts
$10.9M -$74K -2,532 -0.7%
FHA
23
Flagship Harbor Advisors
Massachusetts
$9.91M +$2.24M +76,740 +29%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$8.62M +$696K +23,830 +9%
EG
25
Enstar Group
Bermuda
$8.08M – – –
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