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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

115 hedge funds and large institutions have $610M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

14.23% more ownership

Funds ownership: 62.69% → 76.91% (+14%)

6% less capital invested

Capital invested by funds: $650M → $610M (-$39.7M)

13% less funds holding

Funds holding: 132 → 115 (-17)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
115
Holders Change
-17
Holders Change %
-12.88%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
33
Reduced
49
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CIAS
CFS Investment Advisory Services
New Jersey
+$97.1M
2
Jane Street
Jane Street
New York
+$31.7M
3
AA
Advisory Alpha
Michigan
+$24.8M
4
CCMG
Clark Capital Management Group
Pennsylvania
+$12.9M
5
ST
Spinnaker Trust
Maine
+$11.5M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$21.9M
2
Verition Fund Management
Verition Fund Management
Connecticut
-$11.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$8.77M
4
AssetMark Inc
AssetMark Inc
California
-$7.47M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3M -$41.5K -1,438 -1%
PAS
27
Park Avenue Securities
New York
$2.97M +$762K +26,397 +33%
SFS
28
Security Financial Services
Indiana
$2.19M +$259K +8,965 +13%
ACM
29
AlphaStar Capital Management
North Carolina
$1.95M +$1.75M +60,705 +633%
CA
30
CSM Advisors
Pennsylvania
$1.83M – – –
NRA
31
NSI Retail Advisors
Pennsylvania
$1.83M – – –
Wells Fargo
32
Wells Fargo
California
$1.7M -$3.06M -105,772 -63%
CI
33
Conning Inc
Connecticut
$1.67M – – –
RCM
34
Raleigh Capital Management
North Carolina
$1.65M +$144K +4,987 +9%
HF
35
HRT Financial
New York
$1.55M +$1.61M +55,776 New
AWM
36
AE Wealth Management
Kansas
$1.52M -$1.44M -49,688 -48%
US Bancorp
37
US Bancorp
Minnesota
$1.44M +$1.47M +51,033 +7,158%
PA
38
PFG Advisors
Arizona
$1.39M -$3.7K -128 -0.3%
C1AG
39
Client 1st Advisory Group
Florida
$1.14M -$42.1K -1,457 -3%
CW
40
CreativeOne Wealth
Kansas
$1M -$183K -6,337 -15%
AG
41
Ascent Group
Virginia
$1M -$764K -26,437 -42%
IA
42
Insight Advisors
Pennsylvania
$964K -$223K -7,728 -18%
T
43
TrueFG
Texas
$959K -$50.8K -1,759 -5%
GM
44
GeoWealth Management
Illinois
$942K -$115K -3,983 -10%
PAG
45
Private Advisor Group
New Jersey
$798K -$274K -9,489 -25%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$788K -$1.08M -37,289 -57%
UBS Group
47
UBS Group
Switzerland
$740K +$22.5K +778 +3%
ACP
48
Aveo Capital Partners
Colorado
$725K -$120K -4,164 -14%
AWM
49
Axxcess Wealth Management
California
$626K -$45.1K -1,562 -6%
CAAS
50
Capital Asset Advisory Services
Michigan
$567K +$54K +1,869 +10%
1
2
3 4 5

SPLB Hedge Fund Activity: Q1 2022 in Review

115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2022, worth a combined $610M — down 6.1% from $650M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SPLB and 17 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $97.1M. The largest seller was Citadel Advisors, cutting an estimated $21.9M.

  • 115 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $610M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2022, down 6.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $97.1M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2022.