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State Street SPDR Portfolio Long Term Corporate Bond ETF

97 hedge funds and large institutions have $263M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $269M → $263M (-$6.35M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

1% less funds holding

Funds holding: 9897 (-1)

2.17% less ownership

Funds ownership: 45.72%43.56% (-2.2%)

21% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 38

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
30
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$269K +$24.3K +1,010 +9%
JPLA
52
Joseph P. Lucia & Associates
New York
$263K
GLA
53
Good Life Advisors
Pennsylvania
$240K +$11.3K +470 +4%
Legacy Financial Group (Iowa)
54
Legacy Financial Group (Iowa)
Iowa
$236K -$79.2K -3,290 -23%
PA
55
PFG Advisors
Arizona
$228K -$943K -39,192 -79%
CIAS
56
CFS Investment Advisory Services
New Jersey
$228K +$5.5M +228,365 New
SW
57
Simplicity Wealth
New Jersey
$226K -$1.62M -67,158 -87%
CCM
58
Crew Capital Management
Ohio
$225K -$24.9K -1,035 -9%
TSS
59
Two Sigma Securities
New York
$211K +$234K +9,723 New
AAM
60
Advisors Asset Management
Colorado
$205K -$77.6K -3,226 -26%
PTC
61
Private Trust Company
Ohio
$163K +$99.4K +4,129 New
AIC
62
Archer Investment Corporation
Indiana
$150K -$5.8K -241 -3%
SWM
63
Spire Wealth Management
Virginia
$108K -$19.9K -826 -14%
CF
64
Centaurus Financial
California
$103K
APA
65
American Portfolios Advisors
New York
$89.2K -$1.2K -50 -1%
NEAM
66
New England Asset Management
Connecticut
$65K
SIS
67
Sound Income Strategies
Florida
$63K -$4.16K -173 -6%
WWMSC
68
Wagner Wealth Management (South Carolina)
South Carolina
$52K
CP
69
Castleview Partners
Texas
$43K +$29.9K +1,243 +173%
HWMA
70
Heritage Wealth Management (Arizona)
Arizona
$41K -$33.8K -1,406 -43%
SAM
71
Strategic Asset Management
Minnesota
$39K -$67.6K -2,808 -61%
CWA
72
Clearview Wealth Advisors
Oregon
$30K
TAM
73
Tucker Asset Management
Colorado
$21.4K
CCM
74
Covington Capital Management
California
$19K
Citigroup
75
Citigroup
New York
$16K +$5.73K +238 +48%

SPLB Hedge Fund Activity: Q3 2022 in Review

97 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2022, worth a combined $263M — down 2.4% from $269M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SPLB and 10 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 30 added.

The largest buyer was Jane Street, adding an estimated $37.2M. The largest seller was Stadion Money Management, exiting entirely with an estimated $31.5M sold.

  • 97 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2022, down from 98 in Q2 2022.
  • Funds reported $263M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2022, down 2.4% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2022 and 11 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2022 was Jane Street, an estimated $37.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2022 was Stadion Money Management, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2022.