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State Street SPDR Portfolio Long Term Corporate Bond ETF

114 hedge funds and large institutions have $623M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.07% more ownership

Funds ownership: 55.23%72.29% (+17%)

10% more capital invested

Capital invested by funds: $567M → $623M (+$55.8M)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

9% less funds holding

Funds holding: 125114 (-11)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $272K

Holders
114
Holders Change
-11
Holders Change %
-8.8%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
24
Increased
41
Reduced
38
Closed
33
Calls
Puts
$272K
Net Calls
-$272K
Net Calls Change
-$272K
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$251K -$147K -4,715 -36%
Truist Financial
77
Truist Financial
North Carolina
$251K -$79.5K -2,547 -23%
CAG
78
Csenge Advisory Group
Florida
$234K +$240K +7,685 New
CIAS
79
Capital Investment Advisory Services
North Carolina
$209K +$7.46K +239 +4%
SB
80
Strategic Blueprint
Georgia
$208K -$598K -19,171 -74%
CC
81
Copperleaf Capital
North Carolina
$204K -$5.53M -177,209 -96%
AIC
82
Archer Investment Corporation
Indiana
$204K +$2.06K +66 +1%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$176K +$64.9K +2,080 +56%
APA
84
American Portfolios Advisors
New York
$145K +$20.9K +671 +16%
TAM
85
Tucker Asset Management
Colorado
$130K -$18.9K -605 -12%
IHWM
86
Iron Horse Wealth Management
Iowa
$128K -$9.58K -307 -7%
AIC
87
Ameritas Investment Company
Nebraska
$127K +$131K +4,209 New
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$104K -$1.01M -32,285 -90%
NC
89
NewSquare Capital
Pennsylvania
$94K -$8.74M -279,985 -99%
NEAM
90
New England Asset Management
Connecticut
$91K
AF
91
Advisornet Financial
Minnesota
$78K -$1.47M -47,060 -95%
NFG
92
Next Financial Group
Texas
$73K +$5.71K +183 +8%
TCOV
93
Trust Company of Vermont
Vermont
$57K
LWM
94
Liberty Wealth Management
California
$41K
KFS
95
Kelly Financial Services
Massachusetts
$30.3K +$31.3K +1,004 New
APWA
96
Atlas Private Wealth Advisors
New Jersey
$30K -$4.37K -140 -12%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$30K
SL
98
Savior LLC
Massachusetts
$27K -$57.3K -1,837 -67%
CCM
99
Covington Capital Management
California
$26K +$27.4K +878 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$25K +$62 +2 +0.2%

SPLB Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2021, worth a combined $623M — up 9.8% from $567M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SPLB and 24 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was WealthSource Partners, cutting an estimated $17.4M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2021, down from 125 in Q4 2020.
  • Funds reported $623M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2021 and 33 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2021 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2021 was WealthSource Partners, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2021.