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State Street SPDR Portfolio Long Term Corporate Bond ETF

115 hedge funds and large institutions have $610M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

14.23% more ownership

Funds ownership: 62.69%76.91% (+14%)

6% less capital invested

Capital invested by funds: $650M → $610M (-$39.7M)

13% less funds holding

Funds holding: 132115 (-17)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
115
Holders Change
-17
Holders Change %
-12.88%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
33
Reduced
49
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
51
Mariner
Kansas
$535K
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$481K -$1.33M -46,008 -73%
Legacy Financial Group (Iowa)
53
Legacy Financial Group (Iowa)
Iowa
$468K +$486K +16,839 New
AAM
54
Advisors Asset Management
Colorado
$466K +$11.5K +397 +2%
KFS
55
Kelly Financial Services
Massachusetts
$453K +$62.7K +2,170 +15%
CFA
56
Compass Financial Advisors
Indiana
$450K +$1.56K +54 +0.3%
BWM
57
Baystate Wealth Management
Massachusetts
$442K +$230K +7,970 +100%
CFGS
58
Concourse Financial Group Securities
Alabama
$433K -$208K -7,194 -32%
GWM
59
Geneos Wealth Management
Colorado
$429K -$2.31K -80 -0.5%
Qube Research & Technologies (QRT)
60
Qube Research & Technologies (QRT)
United Kingdom
$426K -$233K -8,073 -35%
SIA
61
Strategic Investment Advisors
Michigan
$400K -$129K -4,475 -24%
Citadel Advisors
62
Citadel Advisors
Florida
$383K -$21.9M -759,186 -98%
CAG
63
Csenge Advisory Group
Florida
$365K +$379K +13,117 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$355K -$982 -34 -0.3%
JPLA
65
Joseph P. Lucia & Associates
New York
$350K -$267K -9,254 -42%
CCM
66
Crew Capital Management
Ohio
$330K -$60.2K -2,084 -15%
CA
67
CoreCap Advisors
Michigan
$328K -$6.12K -212 -2%
Ameriprise
68
Ameriprise
Minnesota
$319K +$3.03K +105 +0.9%
CFAM
69
Center For Asset Management
Florida
$297K +$2.57K +89 +0.8%
KFS
70
Kaizen Financial Strategies
California
$283K
BAM
71
Belpointe Asset Management
Nevada
$272K -$34.4K -1,190 -11%
EWA
72
EP Wealth Advisors
California
$270K +$1.42K +49 +0.5%
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
$256K +$134K +4,626 +101%
CF
74
Centaurus Financial
California
$255K -$15.7K -542 -6%
SWA
75
Stratos Wealth Advisors
Ohio
$244K -$29.3K -1,014 -10%

SPLB Hedge Fund Activity: Q1 2022 in Review

115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2022, worth a combined $610M — down 6.1% from $650M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SPLB and 17 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $97.1M. The largest seller was Citadel Advisors, cutting an estimated $21.9M.

  • 115 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $610M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2022, down 6.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $97.1M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2022.