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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

102 hedge funds and large institutions have $5.51B invested in SPDR Portfolio Long Term Corporate Bond ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 32 reducing their positions, and 15 closing their positions.

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
23
Increased
31
Reduced
32
Closed
15
Calls
$13K
Puts
$287K
Net Calls
-$274K
Net Calls Change
-$274K

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$5.25B
2
AWM
2
AE Wealth Management
Kansas
$18.7M
3
GI
3
Gradient Investments
Minnesota
$31.6M
4
State Street
4
State Street
Massachusetts
$37.9M
5
TPWM
5
Twelve Points Wealth Management
Massachusetts
$4.55M

Top Sellers

1
Jane Street
1
Jane Street
New York
$5.24M
2
AA
2
Advisory Alpha
Michigan
$534K
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.04M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
CIAS
5
CFS Investment Advisory Services
New Jersey
$267K
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$332K 14,771 +256 +2%
KAS
52
Kestra Advisory Services
Texas
$284K 12,633 +286 +2%
CIAS
53
CFS Investment Advisory Services
New Jersey
$267K 11,910 -216,455 -95%
JPLA
54
Joseph P. Lucia & Associates
New York
$259K 11,553 -547 -5%
QPWM
55
Quadrant Private Wealth Management
Pennsylvania
$242K 10,758 +10,758 New
HAG
56
HF Advisory Group
Maryland
$240K 10,671 +10,671 New
C1AG
57
Client 1st Advisory Group
Florida
$239K 10,668 -18,238 -63%
Legacy Financial Group (Iowa)
58
Legacy Financial Group (Iowa)
Iowa
$233K 10,364 -490 -5%
CCM
59
Crew Capital Management
Ohio
$204K 9,087 -1,250 -12%
KFS
60
Kaizen Financial Strategies
California
$202K 8,395 +8,395 New
EWA
61
EP Wealth Advisors
California
$198K 8,809 +8,809 New
AIC
62
Archer Investment Corporation
Indiana
$155K 6,899 – –
AAM
63
Advisors Asset Management
Colorado
$144K 6,411 -2,999 -32%
PTC
64
Private Trust Company
Ohio
$93K 4,129 – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$89K 3,957 -16,921 -81%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$78K 3,456 +3,456 New
HWMA
67
Heritage Wealth Management (Arizona)
Arizona
$73.1K 3,256 +1,372 +73%
NEAM
68
New England Asset Management
Connecticut
$67.4K 3,000 – –
SIS
69
Sound Income Strategies
Florida
$63.3K 2,821 -65 -2%
IHWM
70
Iron Horse Wealth Management
Iowa
$50K 2,221 +1,922 +643%
CP
71
Castleview Partners
Texas
$46.7K 2,081 +121 +6%
BAM
72
Belpointe Asset Management
Nevada
$39.4K 1,757 +1,757 New
ASN
73
Advisory Services Network
Georgia
$26.1K 1,162 +1,162 New
TAM
74
Tucker Asset Management
Colorado
$22.9K 1,010 – –
MCC
75
Money Concepts Capital
Florida
$22.9K 1,020 +1,020 New
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