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State Street SPDR Portfolio Long Term Corporate Bond ETF

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: 125114 (-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: 73 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
51
Horst & Graben Wealth Management
Oregon
$690K -$5.29M -169,451 -88%
MA
52
Mutual Advisors
Nebraska
$639K -$383K -12,290 -37%
VFM
53
Vivid Financial Management
California
$624K -$4.18M -133,886 -87%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$592K -$130K -4,165 -18%
MCWS
55
McKinley Carter Wealth Services
West Virginia
$586K +$5.3K +170 +0.9%
SIA
56
Strategic Investment Advisors
Michigan
$552K +$177K +5,664 +45%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$533K -$1.33M -42,678 -71%
ASN
58
Advisory Services Network
Georgia
$517K -$47.3K -1,517 -8%
CW
59
CreativeOne Wealth
Kansas
$507K +$94.2K +3,020 +22%
ACP
60
Aveo Capital Partners
Colorado
$494K +$511K +16,365 New
SFS
61
Sowell Financial Services
Arkansas
$472K +$39.8K +1,274 +9%
SWA
62
Stratos Wealth Advisors
Ohio
$471K -$1.39M -44,580 -74%
CAAS
63
Capital Asset Advisory Services
Michigan
$459K +$177K +5,674 +59%
T
64
TRUADVICE
Florida
$445K +$95.2K +3,052 +26%
Ameriprise
65
Ameriprise
Minnesota
$436K -$5.65M -181,216 -93%
CWA
66
Clearview Wealth Advisors
Oregon
$404K -$3.2M -102,708 -88%
ACM
67
AlphaStar Capital Management
North Carolina
$391K +$13.7K +439 +4%
CFG
68
Cooper Financial Group
California
$364K -$9.15M -293,290 -96%
KFS
69
Kaizen Financial Strategies
California
$347K
CFAM
70
Center For Asset Management
Florida
$344K +$102K +3,274 +40%
BHWM
71
Bay Harbor Wealth Management
Maryland
$339K -$18.3K -585 -5%
CCM
72
Crew Capital Management
Ohio
$335K +$346K +11,088 New
CFGS
73
Concourse Financial Group Securities
Alabama
$330K -$42.5K -1,361 -11%
CF
74
Centaurus Financial
California
$293K -$1.24M -39,747 -80%
AAM
75
Advisors Asset Management
Colorado
$293K +$148K +4,756 +96%

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.