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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

101 hedge funds and large institutions have $382M invested in 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
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
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$45M
2
Bank of America
2
Bank of America
North Carolina
$72.7M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$7.39M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.28M
5
Legacy Financial Group (Iowa)
5
Legacy Financial Group (Iowa)
Iowa
$5.57M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$242K
2
Morgan Stanley
2
Morgan Stanley
New York
$13.3M
3
Wells Fargo
3
Wells Fargo
California
$5.42M
4
PAG
4
Private Advisory Group
Washington
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$437K -$36.3K -1,560 -8%
AA
52
Advisory Alpha
Michigan
$426K -$89.4K -3,843 -17%
CIAS
53
CFS Investment Advisory Services
New Jersey
$414K +$47.4K +2,040 +13%
AWS
54
Atria Wealth Solutions
New York
$402K +$402K +17,264 New
HI
55
Harbour Investments
Wisconsin
$384K -$1.58K -68 -0.4%
HF
56
HRT Financial
New York
$374K +$374K +16,082 New
NA
57
NewEdge Advisors
Louisiana
$364K -$94.8K -4,074 -21%
CFGS
58
Concourse Financial Group Securities
Alabama
$344K +$13.4K +574 +4%
HighTower Advisors
59
HighTower Advisors
Illinois
$342K +$342K +14,999 New
KAS
60
Kestra Advisory Services
Texas
$331K +$3.44K +148 +1%
VA
61
Valmark Advisers
Ohio
$273K +$70K +3,009 +34%
GI
62
Gradient Investments
Minnesota
$242K -$43M -1,847,378 -99%
AIA
63
Ally Invest Advisors
North Carolina
$231K +$231K +9,923 New
HAG
64
HF Advisory Group
Maryland
$224K -$2.37K -102 -1%
JPLA
65
Joseph P. Lucia & Associates
New York
$217K – – –
EWA
66
EP Wealth Advisors
California
$209K +$151K +11,546 +261%
C1AG
67
Client 1st Advisory Group
Florida
$204K -$15.4K -661 -7%
MA
68
Mutual Advisors
Nebraska
$201K +$201K +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 +$180K +7,742 New
AIC
71
Archer Investment Corporation
Indiana
$152K -$8.03K -345 -5%
SS
72
Sunbelt Securities
Texas
$75.6K +$3.7K +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 -$442 -19 -0.7%
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