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State Street SPDR Portfolio Corporate Bond ETF

155 hedge funds and large institutions have $1.18B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 162155 (-7)

4.59% less ownership

Funds ownership: 79.27%74.68% (-4.6%)

14% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 63

15% less capital invested

Capital invested by funds: $1.39B → $1.18B (-$204M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

Holders
155
Holders Change
-7
Holders Change %
-4.32%
% of All Funds
2.04%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
15
Increased
54
Reduced
63
Closed
20
Calls
$266K
Puts
Net Calls
+$266K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$186M -$5.79M -201,834 -3%
LPL Financial
2
LPL Financial
California
$81.2M -$6.93M -241,750 -8%
Bank of America
3
Bank of America
North Carolina
$79M +$2.05M +71,447 +3%
NL
4
NEPC LLC
Massachusetts
$74.7M -$16.9M -589,473 -19%
DJSG
5
D.J. St. Germain
Massachusetts
$67.2M -$608K -21,199 -0.9%
CI
6
CX Institutional
Indiana
$49M +$152K +5,287 +0.3%
AWM
7
AE Wealth Management
Kansas
$46.9M +$2.34M +81,588 +5%
ETC
8
Exchange Traded Concepts
Oklahoma
$43.7M +$42.9M +1,494,916 New
RWP
9
RWA Wealth Partners
Massachusetts
$40.9M -$178M -6,202,147 -82%
PA
10
Procyon Advisors
Connecticut
$39.4M -$749K -26,128 -2%
GKWIM
11
Gerber Kawasaki Wealth & Investment Management
California
$39.2M +$410K +14,307 +1%
AssetMark Inc
12
AssetMark Inc
California
$39M +$519K +18,100 +1%
CWM
13
Congress Wealth Management
Massachusetts
$34.5M +$1.12M +39,069 +3%
Morgan Stanley
14
Morgan Stanley
New York
$33.1M +$15.3M +531,816 +89%
GWM
15
Geneos Wealth Management
Colorado
$26.4M -$9.49M -330,750 -27%
SFWA
16
Summit Financial Wealth Advisors
Louisiana
$23.2M +$1.76M +61,264 +8%
FAM
17
Flaharty Asset Management
Florida
$20.1M +$555K +19,363 +3%
GLA
18
Good Life Advisors
Pennsylvania
$19.4M +$1.98M +68,894 +12%
AFG
19
Arkansas Financial Group
Arkansas
$16.1M +$1.23M +42,961 +8%
SMF
20
Sterling Manor Financial
New York
$15.7M +$781K +27,220 +5%
Financial Engines Advisors
21
Financial Engines Advisors
California
$14.1M +$167K +5,833 +1%
FGC
22
Financial Gravity Companies
Texas
$11M +$10.8M +374,959 New
MML Investors Services
23
MML Investors Services
Massachusetts
$10.9M -$72.6K -2,532 -0.7%
FHA
24
Flagship Harbor Advisors
Massachusetts
$9.91M +$2.2M +76,740 +29%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$8.62M +$683K +23,830 +9%

SPBO Hedge Fund Activity: Q2 2025 in Review

155 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Corporate Bond ETF (SPBO) for Q2 2025, worth a combined $1.18B — down 15% from $1.39B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SPBO and 15 opened new positions — a net loss of 5 holders — while 63 trimmed existing stakes and 54 added.

The largest buyer was Exchange Traded Concepts, opening a new position worth an estimated $42.9M. The largest seller was RWA Wealth Partners, cutting an estimated $178M.

  • 155 institutional investors held State Street SPDR Portfolio Corporate Bond ETF (SPBO) as of Q2 2025, down from 162 in Q1 2025.
  • Funds reported $1.18B of State Street SPDR Portfolio Corporate Bond ETF stock for Q2 2025, down 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Corporate Bond ETF positions in Q2 2025 and 20 closed out, a net change of -5 holders.
  • The largest State Street SPDR Portfolio Corporate Bond ETF buyer in Q2 2025 was Exchange Traded Concepts, an estimated $42.9M added.
  • The largest State Street SPDR Portfolio Corporate Bond ETF seller in Q2 2025 was RWA Wealth Partners, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2025.