State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
92 hedge funds and large institutions have $343M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 21 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
5.91% more ownership
Funds ownership: 47.89% → 53.8% (+5.9%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less funds holding
Funds holding: 102 → 92 (-10)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
94% less capital invested
Capital invested by funds: $5.51B → $343M (-$5.16B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$38M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$10.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$9.92M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$5.26M |
| 5 |
HW
Hedeker Wealth
Lincolnshire,
Illinois
|
+$3.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$5.25B |
| 2 |
State Street
Boston,
Massachusetts
|
-$5.56M |
| 3 |
Jane Street
New York
|
-$5.24M |
| 4 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
-$2.44M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$2.35M |
SPLB Hedge Fund Activity: Q1 2023 in Review
92 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2023, worth a combined $343M — down 94% from $5.51B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of SPLB and 13 opened new positions — a net loss of 8 holders — while 27 trimmed existing stakes and 34 added.
The largest buyer was Bank of America, adding an estimated $38M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $5.25B sold.
- 92 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2023, down from 102 in Q4 2022.
- Funds reported $343M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2023, down 94% quarter-over-quarter.
- 13 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2023 and 21 closed out, a net change of -8 holders.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2023 was Bank of America, an estimated $38M added.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2023 was Arete Wealth Advisors, an estimated $5.25B sold.
Based on aggregated 13F filings for Q1 2023.