SPDR PORTFOLIO CORPORATE BON (SPBO) Institutional Ownership Changes & 13F Activity
SPDR PORTFOLIO CORPORATE BON (SPBO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Nepc Llc, Morgan Stanley, Royal Bank Of Canada, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +75,587 | +23.8% | 393,249 | $11.42M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +4,896 | — | 4,896 | $142.13K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -517,348 | -18.7% | 2,252,492 | $65.39M | Q1 2026 | May 18, 2026 |
| Strategic Investment Advisors / Mi | Buy | +20,139 | +60.9% | 53,190 | $1.54M | Q1 2026 | May 18, 2026 |
| Graney & King, Llc | Sell | -72 | -19.6% | 295 | $8.56K | Q1 2026 | May 18, 2026 |
| Nepc Llc | Buy | +465,446 | +179.9% | 724,227 | $21.02M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -459,612 | -34.9% | 856,986 | $24.88M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +78,224 | +29.8% | 340,386 | $9.88M | Q1 2026 | May 15, 2026 |
| Northrock Partners, Llc | Buy | +28,514 | +17.4% | 192,498 | $5.59M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +25,831 | — | 25,831 | $749.87K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +25,296 | +1.6% | 1,566,772 | $45.48M | Q1 2026 | May 15, 2026 |
| State Street Corp | Buy | +20,006 | +37.1% | 73,953 | $2.15M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +15,820 | — | 15,820 | $459.27K | Q1 2026 | May 15, 2026 |
| Sanchez Levi Garrett | Buy | +15,692 | — | 15,692 | $455.54K | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Buy | +7,104 | +10.1% | 77,283 | $2.24M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Sell | -5,705 | -84.5% | 1,044 | $30.32K | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, Llc | Buy | +4,060 | — | 4,060 | $117.87K | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -2,848 | -5.4% | 50,127 | $1.46M | Q1 2026 | May 15, 2026 |
| Ascent Group, Llc | Buy | +2,359 | +19.3% | 14,561 | $422.70K | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | Buy | +2,264 | — | 2,264 | $65.72K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +1,677 | +6.1% | 29,305 | $850.72K | Q1 2026 | May 15, 2026 |
| Iht Wealth Management, Llc | Sell | -1,677 | -0.4% | 387,713 | $11.26M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,658 | — | 1,658 | $48.13K | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | Buy | +1,634 | +13.3% | 13,966 | $405.43K | Q1 2026 | May 15, 2026 |
| Mai Capital Management | Sell | -1,038 | -63.7% | 591 | $17.16K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +623 | +1.8% | 34,804 | $1.01M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +339 | +4.3% | 8,182 | $237.53K | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +305 | +0.9% | 32,772 | $951.37K | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +7 | — | 7 | $203.00 | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | Buy | +1 | +0.8% | 121 | $3.51K | Q1 2026 | May 15, 2026 |
Frequently asked questions about SPBO activity
Which institutional owners are buying SPBO?
Institutional owners buying SPBO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SPBO activity?
"Buy" means an investor increased their reported position in SPBO compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO CORPORATE BON (SPBO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SPBO increasing?
Institutional interest in SPBO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.