SPBO · State Street(R) SPDR Portfolio Corporate Bond ETF ETF
$28.27
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $3,451,345
Total Shares: 118,848
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2025Top Holder
71.2%
−28.8 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,896
Highly concentrated−4,104
Quarterly Activity
vs Mar 31, 2025
New
2
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+3310.5%
Shares held:
+3309.3%
Top New Positions
vs Mar 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 84,580 | $2,456,203 | |
| Large Corient Private Wealth LLC | 34,268 | $995,142 |
Top Sold-Out Positions
vs Mar 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Advisors Asset Management, Inc. | 3,486 | $101,198 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SPBO | $2,456,203 | 71.17% | 84,580 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC SPBO | $995,142 | 28.83% | 34,268 | Shares | 2026-08-27 |