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State Street SPDR Portfolio Long Term Corporate Bond ETF

114 hedge funds and large institutions have $572M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1% more funds holding

Funds holding: 113114 (+1)

25.22% less ownership

Funds ownership: 85.55%60.32% (-25%)

29% less capital invested

Capital invested by funds: $806M → $572M (-$234M)

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
41
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
51
Capital Asset Advisory Services
Michigan
$595K +$152K +4,717 +33%
ASN
52
Advisory Services Network
Georgia
$491K +$5.21K +162 +1%
AAM
53
Advisors Asset Management
Colorado
$480K +$44.3K +1,379 +10%
AC
54
Apella Capital
Connecticut
$476K +$139K +4,319 +40%
GWM
55
Geneos Wealth Management
Colorado
$465K +$20.1K +625 +4%
OMC
56
Old Mission Capital
Illinois
$455K -$4.1M -127,488 -90%
Ameriprise
57
Ameriprise
Minnesota
$408K +$5.95K +185 +1%
CCM
58
Crew Capital Management
Ohio
$405K +$51.7K +1,607 +14%
BAM
59
Belpointe Asset Management
Nevada
$402K +$266K +8,265 +182%
T
60
TNF
Montana
$401K +$403K +12,523 New
T
61
TRUADVICE
Florida
$393K -$111K -3,457 -22%
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$373K +$37.3K +1,159 +11%
CFAM
63
Center For Asset Management
Florida
$370K -$17.5K -544 -4%
MA
64
Mutual Advisors
Nebraska
$368K -$41.7K -1,297 -10%
HWMA
65
Heritage Wealth Management (Arizona)
Arizona
$363K -$254K -7,913 -41%
WP
66
WealthSource Partners
California
$346K -$215K -6,676 -38%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$329K -$337K -10,483 -50%
SWA
68
Stratos Wealth Advisors
Ohio
$320K -$114K -3,545 -26%
KFS
69
Kaizen Financial Strategies
California
$320K +$328K +10,195 New
MCWS
70
McKinley Carter Wealth Services
West Virginia
$319K -$49.7K -1,545 -13%
ACM
71
AlphaStar Capital Management
North Carolina
$300K -$81.5K -2,536 -21%
EWA
72
EP Wealth Advisors
California
$300K +$1.99K +62 +0.7%
CF
73
Centaurus Financial
California
$278K -$1.51K -47 -0.5%
MML Investors Services
74
MML Investors Services
Massachusetts
$251K +$258K +8,012 New
NA
75
NewEdge Advisors
Louisiana
$234K +$239K +7,449 New

SPLB Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2021, worth a combined $572M — down 29% from $806M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPLB positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was State Street, adding an estimated $23.2M. The largest seller was Jane Street, cutting an estimated $306M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2021, up from 113 in Q2 2021.
  • Funds reported $572M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2021, down 29% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2021 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2021 was State Street, an estimated $23.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2021 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2021.