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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

125 hedge funds and large institutions have $567M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.22%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
32
Increased
61
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
State Street
1
State Street
Massachusetts
$172M
2
MLICM
2
Metropolitan Life Insurance Company (MetLife)
New York
$33.1M
3
SW
3
SteelPeak Wealth
California
$12.4M
4
WP
4
WealthSource Partners
California
$27.9M
5
5L
5
55I LLC
Massachusetts
$17.3M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Jane Street
3
Jane Street
New York
$4.45M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$2M
5
Wells Fargo
5
Wells Fargo
California
$12.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
76
Strategic Investment Advisors
Michigan
$418K +$418K +12,643 New
CFGS
77
Concourse Financial Group Securities
Alabama
$407K +$161K +4,852 +65%
ACM
78
AlphaStar Capital Management
North Carolina
$405K +$96K +2,969 +31%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$402K +$24.6K +744 +7%
GWM
80
Geneos Wealth Management
Colorado
$392K +$224K +17,181 +134%
BHWM
81
Bay Harbor Wealth Management
Maryland
$391K +$232K +7,030 +147%
KFS
82
Kaizen Financial Strategies
California
$380K +$380K +11,495 New
T
83
TRUADVICE
Florida
$373K -$1.54M -47,595 -80%
Truist Financial
84
Truist Financial
North Carolina
$360K +$3.05K +92 +0.9%
ACS
85
Archford Capital Strategies
Illinois
$351K -$3.95K -123 -1%
IA
86
IndexIQ Advisors
New York
$342K -$338K -10,198 -50%
PFA
87
Pinnacle Family Advisors
Missouri
$339K +$339K +10,251 New
WFC
88
Western Financial Corp
California
$317K +$317K +9,595 New
CAAS
89
Capital Asset Advisory Services
Michigan
$316K +$47.4K +1,430 +18%
BFA
90
Beacon Financial Advisory
Ohio
$279K +$279K +8,444 New
CFAM
91
Center For Asset Management
Florida
$269K +$269K +8,134 New
OAP
92
One Advisory Partners
Kansas
$258K – – –
AIC
93
Archer Investment Corporation
Indiana
$222K +$222K +6,692 New
CIAS
94
Capital Investment Advisory Services
North Carolina
$221K -$11.7K -354 -5%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$214K +$214K +6,453 New
RFN
96
RDA Financial Network
Iowa
$205K -$150K -4,514 -42%
WWM
97
Western Wealth Management
Colorado
$200K +$200K +6,050 New
AAM
98
Advisors Asset Management
Colorado
$164K +$63.8K +1,922 +64%
TAM
99
Tucker Asset Management
Colorado
$163K +$163K +4,915 New
IHWM
100
Iron Horse Wealth Management
Iowa
$150K +$150K +4,544 New
2 3
4
5 6