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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

92 hedge funds and large institutions have $343M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
-10
Holders Change %
-9.8%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
34
Reduced
27
Closed
21
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$527K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.4M
2
GI
2
Gradient Investments
Minnesota
$43.9M
3
LPL Financial
3
LPL Financial
California
$18.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.21M
5
HW
5
Hedeker Wealth
Illinois
$3.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
State Street
2
State Street
Massachusetts
$34.2M
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
51
Geneos Wealth Management
Colorado
$369K +$19.7K +833 +6%
PWM
52
Peterson Wealth Management
Nevada
$353K +$2.34K +99 +0.7%
CFGS
53
Concourse Financial Group Securities
Alabama
$336K -$23.7K -1,003 -7%
KAS
54
Kestra Advisory Services
Texas
$332K +$34.1K +1,443 +11%
HAG
55
HF Advisory Group
Maryland
$230K -$21.8K -924 -9%
C1AG
56
Client 1st Advisory Group
Florida
$223K -$29.2K -1,238 -12%
JPLA
57
Joseph P. Lucia & Associates
New York
$221K -$52.1K -2,207 -19%
EWA
58
EP Wealth Advisors
California
$209K -$208K -4,390 -50%
VA
59
Valmark Advisers
Ohio
$207K +$207K +8,749 New
AIC
60
Archer Investment Corporation
Indiana
$163K – – –
AAM
61
Advisors Asset Management
Colorado
$86.2K -$65.2K -2,760 -43%
SS
62
Sunbelt Securities
Texas
$72.1K +$72.1K +3,093 New
NEAM
63
New England Asset Management
Connecticut
$70.9K – – –
SIS
64
Sound Income Strategies
Florida
$65K -$1.63K -69 -2%
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$60.8K +$49.1K +2,082 +421%
IHWM
66
Iron Horse Wealth Management
Iowa
$51.8K -$661 -28 -1%
CP
67
Castleview Partners
Texas
$48K -$1.11K -47 -2%
BAM
68
Belpointe Asset Management
Nevada
$37.8K -$3.66K -155 -9%
ASN
69
Advisory Services Network
Georgia
$29.9K +$2.46K +104 +9%
TAM
70
Tucker Asset Management
Colorado
$23.9K – – –
CFD
71
Creative Financial Designs
Indiana
$19.1K – – –
WWP
72
WR Wealth Planners
Missouri
$14.9K – – –
MBFW
73
Morton Brown Family Wealth
Pennsylvania
$13.2K +$13.2K +559 New
HGERS
74
Householder Group Estate & Retirement Specialist
Arizona
$11K +$11K +450 New
Citigroup
75
Citigroup
New York
$9.66K +$803 +34 +9%
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3
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