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State Street SPDR Portfolio Long Term Corporate Bond ETF

132 hedge funds and large institutions have $650M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

16% more funds holding

Funds holding: 114132 (+18)

14% more capital invested

Capital invested by funds: $572M → $650M (+$77.3M)

2.36% more ownership

Funds ownership: 60.32%62.69% (+2.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
47
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
51
Sound Income Strategies
Florida
$783K -$54.3K -1,716 -6%
AWM
52
Axxcess Wealth Management
California
$758K +$762K +24,089 New
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$736K -$20.8M -658,751 -97%
CFGS
54
Concourse Financial Group Securities
Alabama
$717K +$106K +3,352 +17%
HI
55
Harbour Investments
Wisconsin
$702K -$152K -4,794 -18%
JPLA
56
Joseph P. Lucia & Associates
New York
$688K -$48.6K -1,538 -7%
Mariner
57
Mariner
Kansas
$606K -$438K -13,843 -42%
SIA
58
Strategic Investment Advisors
Michigan
$594K -$43.4K -1,373 -7%
CAAS
59
Capital Asset Advisory Services
Michigan
$584K -$13K -411 -2%
AAM
60
Advisors Asset Management
Colorado
$515K +$34K +1,074 +7%
CFA
61
Compass Financial Advisors
Indiana
$508K +$510K +16,124 New
GWM
62
Geneos Wealth Management
Colorado
$488K +$25.6K +810 +6%
SWM
63
Spire Wealth Management
Virginia
$466K +$452K +14,298 +2,776%
ASN
64
Advisory Services Network
Georgia
$448K -$45.8K -1,448 -9%
KFS
65
Kelly Financial Services
Massachusetts
$445K +$328K +10,364 +274%
CCM
66
Crew Capital Management
Ohio
$439K +$33.4K +1,056 +8%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$404K +$29.3K +926 +8%
T
68
TRUADVICE
Florida
$403K +$54.4K +1,720 +14%
LNC
69
Lincoln National Corp
Pennsylvania
$387K +$389K +12,301 New
T
70
TNF
Montana
$381K
CA
71
CoreCap Advisors
Michigan
$378K +$380K +12,001 New
Ameriprise
72
Ameriprise
Minnesota
$358K -$51.5K -1,628 -13%
BAM
73
Belpointe Asset Management
Nevada
$345K -$58.4K -1,845 -14%
CFAM
74
Center For Asset Management
Florida
$334K -$38.1K -1,204 -10%
KFS
75
Kaizen Financial Strategies
California
$321K

SPLB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2021, worth a combined $650M — up 14% from $572M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLB positions and 9 closed out — a net gain of 21 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $55.8M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $20.8M.

  • 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $650M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2021 was State Street, an estimated $55.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.