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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
PA
51
PFG Advisors
Arizona
$1.33M +$227K +7,007 +21%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$248K +7,651 +27%
MA
53
Mutual Advisors
Nebraska
$1.11M +$386K +11,918 +55%
RA
54
RFG Advisory
Alabama
$1.1M +$149K +4,588 +15%
BAM
55
Belpointe Asset Management
Nevada
$1.03M +$362K +11,170 +56%
SB
56
Strategic Blueprint
Georgia
$863K +$294K +9,077 +53%
JPLA
57
Joseph P. Lucia & Associates
New York
$858K +$43.8K +1,354 +6%
GM
58
GeoWealth Management
Illinois
$808K +$788K +24,348 New
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$788K -$68.7K -2,121 -8%
CFD
60
Creative Financial Designs
Indiana
$738K +$130K +4,025 +22%
FWP
61
Firethorn Wealth Partners
Georgia
$699K +$684K +21,113 New
PAS
62
Park Avenue Securities
New York
$672K +$319K +9,840 +94%
TCA
63
Transcend Capital Advisors
New Jersey
$659K +$71.8K +2,216 +13%
LA
64
LexAurum Advisors
Kansas
$658K +$343K +10,588 +114%
MCWS
65
McKinley Carter Wealth Services
West Virginia
$637K +$623K +19,252 New
ASN
66
Advisory Services Network
Georgia
$617K +$188K +5,793 +45%
TFA
67
Teamwork Financial Advisors
Texas
$594K -$9.94K -307 -2%
BTWM
68
Baker Tilly Wealth Management
Wisconsin
$525K +$513K +15,859 New
SIS
69
Sound Income Strategies
Florida
$516K +$505K +15,592 New
OWA
70
One Wealth Advisors
California
$478K +$467K +14,432 New
Goldman Sachs
71
Goldman Sachs
New York
$472K +$98.5K +3,041 +27%
SFS
72
Sowell Financial Services
Arkansas
$466K -$67.1K -2,073 -13%
CW
73
CreativeOne Wealth
Kansas
$456K +$446K +13,778 New
WWM
74
WJ Wealth Management
Arizona
$440K +$430K +13,290 New
KAS
75
Kestra Advisory Services
Texas
$431K +$422K +13,043 New
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.