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State Street SPDR Portfolio Long Term Corporate Bond ETF

101 hedge funds and large institutions have $382M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $343M → $382M (+$38.4M)

10% more funds holding

Funds holding: 92101 (+9)

1.42% less ownership

Funds ownership: 53.8%52.38% (-1.4%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
51
Miracle Mile Advisors
California
$437K -$36.1K -1,560 -8%
AA
52
Advisory Alpha
Michigan
$426K -$89K -3,843 -17%
CIAS
53
CFS Investment Advisory Services
New Jersey
$414K +$47.2K +2,040 +13%
AWS
54
Atria Wealth Solutions
New York
$402K +$400K +17,264 New
HI
55
Harbour Investments
Wisconsin
$384K -$1.57K -68 -0.4%
HF
56
HRT Financial
New York
$374K +$372K +16,082 New
NA
57
NewEdge Advisors
Louisiana
$364K -$94.3K -4,074 -21%
CFGS
58
Concourse Financial Group Securities
Alabama
$344K +$13.3K +574 +4%
HighTower Advisors
59
HighTower Advisors
Illinois
$342K +$347K +14,999 New
KAS
60
Kestra Advisory Services
Texas
$331K +$3.43K +148 +1%
VA
61
Valmark Advisers
Ohio
$273K +$69.7K +3,009 +34%
GI
62
Gradient Investments
Minnesota
$242K -$42.8M -1,847,378 -99%
AIA
63
Ally Invest Advisors
North Carolina
$231K +$230K +9,923 New
HAG
64
HF Advisory Group
Maryland
$224K -$2.36K -102 -1%
JPLA
65
Joseph P. Lucia & Associates
New York
$217K
EWA
66
EP Wealth Advisors
California
$209K +$267K +11,546 +261%
C1AG
67
Client 1st Advisory Group
Florida
$204K -$15.3K -661 -7%
MA
68
Mutual Advisors
Nebraska
$201K +$200K +8,659 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$182K +$178K +7,670 +4,434%
NCM
70
Northwest Capital Management
Oregon
$180K +$179K +7,742 New
AIC
71
Archer Investment Corporation
Indiana
$152K -$7.99K -345 -5%
SS
72
Sunbelt Securities
Texas
$75.6K +$3.68K +159 +5%
National Bank of Canada
73
National Bank of Canada
Quebec, Canada
$72.6K +$12.6K +543 +21%
NEAM
74
New England Asset Management
Connecticut
$69.8K
SIS
75
Sound Income Strategies
Florida
$63.6K -$440 -19 -0.7%

SPLB Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2023, worth a combined $382M — up 11% from $343M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPLB positions and 9 closed out — a net gain of 10 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.9M. The largest seller was Gradient Investments, cutting an estimated $42.8M.

  • 101 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2023, up from 92 in Q1 2023.
  • Funds reported $382M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $26.9M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2023 was Gradient Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2023.