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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

114 hedge funds and large institutions have $623M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.07% more ownership

Funds ownership: 55.23% → 72.29% (+17%)

10% more capital invested

Capital invested by funds: $567M → $623M (+$55.8M)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

9% less funds holding

Funds holding: 125 → 114 (-11)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $272K

Holders
114
Holders Change
-11
Holders Change %
-8.8%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
24
Increased
41
Reduced
38
Closed
33
Calls
–
Puts
$272K
Net Calls
-$272K
Net Calls Change
-$272K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$109M
2
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
3
AA
Advisory Alpha
Michigan
+$17.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthSource Partners
California
-$17.4M
2
State Street
State Street
Massachusetts
-$17.3M
3
SW
SteelPeak Wealth
California
-$12.4M
4
CFG
Cooper Financial Group
California
-$9.15M
5
NC
NewSquare Capital
Pennsylvania
-$8.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
26
Elevated Capital Advisors
Utah
$4.47M +$4.56M +146,233 New
CF
27
Clarity Financial
Texas
$4.04M +$4.18M +133,885 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$3.5M -$1.27M -40,773 -26%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.52M -$2.19M -70,329 -46%
HAS
30
HBW Advisory Services
California
$2.08M -$42K -1,345 -2%
CCP
31
Cardan Capital Partners
Colorado
$1.96M +$227K +7,260 +13%
SS
32
Simplicity Solutions
Minnesota
$1.79M +$425K +13,630 +30%
SWM
33
Spire Wealth Management
Virginia
$1.74M +$1.81M +58,010 New
CWM
34
Collaborative Wealth Management
Florida
$1.69M +$1.89M +60,620 New
Goldman Sachs
35
Goldman Sachs
New York
$1.6M +$1.21M +38,773 +272%
IA
36
Insight Advisors
Pennsylvania
$1.47M +$71.7K +2,298 +5%
T
37
TrueFG
Texas
$1.44M +$234K +7,484 +19%
PAS
38
Park Avenue Securities
New York
$1.34M +$750K +24,035 +118%
HI
39
Harbour Investments
Wisconsin
$1.29M +$1.33M +42,730 New
PA
40
PFG Advisors
Arizona
$1.21M +$1.69K +54 +0.1%
Mariner
41
Mariner
Kansas
$1.16M -$56.6K -1,813 -4%
GM
42
GeoWealth Management
Illinois
$1.08M +$358K +11,484 +47%
SIS
43
Sound Income Strategies
Florida
$983K +$531K +17,006 +109%
GWM
44
Geneos Wealth Management
Colorado
$920K +$3.37K +108 +0.4%
AWM
45
AE Wealth Management
Kansas
$873K -$3.67M -117,750 -80%
RA
46
RFG Advisory
Alabama
$871K -$169K -5,430 -16%
US Bancorp
47
US Bancorp
Minnesota
$870K +$875K +28,047 +3,506%
UBS Group
48
UBS Group
Switzerland
$813K -$581K -18,609 -41%
JPLA
49
Joseph P. Lucia & Associates
New York
$781K -$2.03K -65 -0.3%
Millennium Management
50
Millennium Management
New York
$721K +$746K +23,901 New
1
2
3 4 5

SPLB Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2021, worth a combined $623M — up 9.8% from $567M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SPLB and 24 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was WealthSource Partners, cutting an estimated $17.4M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2021, down from 125 in Q4 2020.
  • Funds reported $623M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2021 and 33 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2021 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2021 was WealthSource Partners, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2021.