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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

125 hedge funds and large institutions have $567M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

205% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 20

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

44% more capital invested

Capital invested by funds: $393M → $567M (+$174M)

16% more funds holding

Funds holding: 108 → 125 (+17)

7.99% more ownership

Funds ownership: 47.24% → 55.23% (+8%)

Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
32
Increased
61
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$42.8M
2
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
+$32.4M
3
SW
SteelPeak Wealth
California
+$12.2M
4
WP
WealthSource Partners
California
+$11.9M
5
5L
55I LLC
Massachusetts
+$9.66M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$13.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$5.87M
3
Jane Street
Jane Street
New York
-$5.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.84M
5
Wells Fargo
Wells Fargo
California
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$4.92M +$4.16M +128,392 +633%
AWM
27
AE Wealth Management
Kansas
$4.86M +$3.99M +123,102 +522%
Jane Street
28
Jane Street
New York
$4.45M -$5.22M -161,142 -55%
APC
29
Aspire Private Capital
North Carolina
$4.15M +$2.99M +92,399 +280%
CWA
30
Clearview Wealth Advisors
Oregon
$3.84M +$3.76M +116,100 New
APW
31
Austin Private Wealth
Texas
$3.7M +$1.46M +45,093 +68%
Morgan Stanley
32
Morgan Stanley
New York
$3.69M -$3.53M -108,998 -49%
MML Investors Services
33
MML Investors Services
Massachusetts
$3.57M +$1.4M +43,296 +67%
SPAS
34
Spectrum Planning & Advisory Services
California
$3.33M +$3.26M +100,546 New
Verition Fund Management
35
Verition Fund Management
Connecticut
$3.11M -$139K -4,282 -4%
RCA
36
Rowland Carmichael Advisors
Arizona
$2.63M +$540K +16,686 +27%
HAS
37
HBW Advisory Services
California
$2.32M +$372K +11,498 +20%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2M -$3.84M -118,729 -66%
SWA
39
Stratos Wealth Advisors
Ohio
$1.99M +$1.34M +41,396 +220%
CCP
40
Cardan Capital Partners
Colorado
$1.91M +$85.3K +2,633 +5%
OMC
41
Old Mission Capital
Illinois
$1.9M +$1.86M +57,305 New
FCA
42
FLC Capital Advisors
California
$1.72M +$116K +3,572 +7%
AF
43
Advisornet Financial
Minnesota
$1.64M +$429K +13,255 +36%
CF
44
Centaurus Financial
California
$1.64M +$468K +14,456 +41%
First Trust Advisors
45
First Trust Advisors
Illinois
$1.58M -$64.2K -1,984 -4%
IA
46
Insight Advisors
Pennsylvania
$1.52M +$1.48M +45,804 New
SS
47
Simplicity Solutions
Minnesota
$1.51M +$1.48M +45,758 New
UBS Group
48
UBS Group
Switzerland
$1.51M +$432K +13,336 +41%
Mariner
49
Mariner
Kansas
$1.33M – – –
T
50
TrueFG
Texas
$1.33M +$186K +5,752 +17%
1
2
3 4 5

SPLB Hedge Fund Activity: Q4 2020 in Review

125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2020, worth a combined $567M — up 44% from $393M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPLB positions and 12 closed out — a net gain of 20 holders — while 61 added to existing stakes and 20 trimmed.

The largest buyer was State Street, adding an estimated $42.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.5M sold.

  • 125 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $567M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2020 and 12 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2020 was State Street, an estimated $42.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.