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State Street SPDR Portfolio Long Term Corporate Bond ETF

132 hedge funds and large institutions have $650M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

16% more funds holding

Funds holding: 114132 (+18)

14% more capital invested

Capital invested by funds: $572M → $650M (+$77.3M)

2.36% more ownership

Funds ownership: 60.32%62.69% (+2.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
47
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SW
26
Simplicity Wealth
New Jersey
$2.9M +$2.91M +91,967 New
PAS
27
Park Avenue Securities
New York
$2.53M +$322K +10,186 +15%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.29M +$2.07M +65,520 +909%
SFS
29
Security Financial Services
Indiana
$2.21M +$2.22M +70,034 New
CA
30
CSM Advisors
Pennsylvania
$2.08M
NRA
31
NSI Retail Advisors
Pennsylvania
$2.08M
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$2.07M +$269K +8,517 +15%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.99M +$1.67M +52,768 +502%
AG
34
Ascent Group
Virginia
$1.9M +$1.98M +62,451 New
CI
35
Conning Inc
Connecticut
$1.89M
CWM
36
Collaborative Wealth Management
Florida
$1.78M +$1.79M +56,646 New
RCM
37
Raleigh Capital Management
North Carolina
$1.71M +$1.72M +54,255 New
PAG
38
Private Advisory Group
Washington
$1.59M +$1.6M +50,435 New
PA
39
PFG Advisors
Arizona
$1.58M +$74.7K +2,363 +5%
APA
40
American Portfolios Advisors
New York
$1.53M +$1.41M +44,528 +1,086%
C1AG
41
Client 1st Advisory Group
Florida
$1.34M -$196K -6,193 -13%
CW
42
CreativeOne Wealth
Kansas
$1.34M +$673K +21,285 +101%
IA
43
Insight Advisors
Pennsylvania
$1.33M -$171K -5,401 -11%
NFG
44
Next Financial Group
Texas
$1.31M +$1.23M +38,733 +1,413%
PAG
45
Private Advisor Group
New Jersey
$1.2M -$437K -13,832 -27%
GM
46
GeoWealth Management
Illinois
$1.19M +$84.7K +2,679 +8%
T
47
TrueFG
Texas
$1.14M +$18.7K +591 +2%
ACP
48
Aveo Capital Partners
Colorado
$952K +$138K +4,371 +17%
OMC
49
Old Mission Capital
Illinois
$938K +$484K +15,301 +105%
UBS Group
50
UBS Group
Switzerland
$814K -$56.9K -1,799 -7%

SPLB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2021, worth a combined $650M — up 14% from $572M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLB positions and 9 closed out — a net gain of 21 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $55.8M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $20.8M.

  • 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $650M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2021 was State Street, an estimated $55.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.