We are live on ! Find out more
SPBO icon

State Street SPDR Portfolio Corporate Bond ETF

169 hedge funds and large institutions have $1.26B invested in State Street SPDR Portfolio Corporate Bond ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 77 increasing their positions, 44 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 44

5% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 22

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 171169 (-2)

6% less capital invested

Capital invested by funds: $1.34B → $1.26B (-$86.4M)

9.05% less ownership

Funds ownership: 78.88%69.83% (-9%)

Holders
169
Holders Change
-2
Holders Change %
-1.17%
% of All Funds
2.06%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
77
Reduced
44
Closed
22
Calls
$35M
Puts
Net Calls
+$35M
Net Calls Change
+$58.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$236M +$20.3M +687,686 +9%
LPL Financial
2
LPL Financial
California
$88.9M +$2.96M +100,339 +3%
Bank of America
3
Bank of America
North Carolina
$81.3M +$1.26M +42,731 +2%
DJSG
4
D.J. St. Germain
Massachusetts
$62.6M -$3.49M -118,021 -5%
CI
5
CX Institutional
Indiana
$59M +$173K +5,851 +0.3%
AWM
6
AE Wealth Management
Kansas
$57.9M +$7.01M +237,241 +14%
Osaic Holdings
7
Osaic Holdings
Arizona
$45.2M +$5.27M +178,346 +13%
PA
8
Procyon Advisors
Connecticut
$43.8M +$2.63M +89,095 +6%
AssetMark Inc
9
AssetMark Inc
California
$43.3M +$2.14M +72,388 +5%
ETC
10
Exchange Traded Concepts
Oklahoma
$40.3M -$29.2M -988,123 -42%
Morgan Stanley
11
Morgan Stanley
New York
$38.6M +$1.41M +47,601 +4%
NDSIB
12
North Dakota State Investment Board
North Dakota
$32M +$32.2M +1,089,068 New
RWP
13
RWA Wealth Partners
Massachusetts
$30.8M -$3.27M -110,876 -10%
SFWA
14
Summit Financial Wealth Advisors
Louisiana
$30.2M +$3.27M +110,788 +12%
GWM
15
Geneos Wealth Management
Colorado
$29.1M +$817K +27,647 +3%
AFG
16
Arkansas Financial Group
Arkansas
$24.1M +$2.7M +91,532 +13%
TCM
17
Tradewinds Capital Management
Washington
$22.2M +$18.5M +627,359 +491%
FAM
18
Flaharty Asset Management
Florida
$21.6M +$833K +28,192 +4%
SMF
19
Sterling Manor Financial
New York
$18.6M +$459K +15,538 +3%
Financial Engines Advisors
20
Financial Engines Advisors
California
$16.6M +$1.4M +47,478 +9%
Mariner
21
Mariner
Kansas
$16M +$6.16M +208,518 +62%
FGAM
22
Financial Gravity Asset Management
Texas
$12.5M +$807K +27,330 +7%
IWM
23
IHT Wealth Management
Illinois
$11.4M -$5.08M -171,914 -31%
VA
24
Valmark Advisers
Ohio
$10.5M +$4.54M +153,695 +75%
Asset Management One
25
Asset Management One
Japan
$10.4M +$10.4M +352,430 New