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State Street SPDR Portfolio Long Term Corporate Bond ETF

114 hedge funds and large institutions have $572M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

5% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 39

1% more funds holding

Funds holding: 113114 (+1)

25.22% less ownership

Funds ownership: 85.55%60.32% (-25%)

29% less capital invested

Capital invested by funds: $806M → $572M (-$234M)

Holders
114
Holders Change
+1
Holders Change %
+0.88%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
15
Increased
41
Reduced
39
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
76
Archer Investment Corporation
Indiana
$228K
RJFSA
77
Raymond James Financial Services Advisors
Florida
$226K -$131K -4,061 -36%
TC
78
TownSquare Capital
Utah
$225K -$25.7K -799 -10%
Truist Financial
79
Truist Financial
North Carolina
$219K +$224K +6,973 New
CIAS
80
Capital Investment Advisory Services
North Carolina
$208K
HGWM
81
Horst & Graben Wealth Management
Oregon
$205K -$43.5K -1,352 -17%
SAM
82
Strategic Asset Management
Minnesota
$186K +$192K +5,965 New
APA
83
American Portfolios Advisors
New York
$129K
KFS
84
Kelly Financial Services
Massachusetts
$119K -$1.85M -57,459 -94%
BHWM
85
Bay Harbor Wealth Management
Maryland
$110K -$111K -3,465 -50%
CWA
86
Clearview Wealth Advisors
Oregon
$99K +$289 +9 +0.3%
NEAM
87
New England Asset Management
Connecticut
$94K
NFG
88
Next Financial Group
Texas
$86K +$932 +29 +1%
TAM
89
Tucker Asset Management
Colorado
$84.2K
Barclays
90
Barclays
United Kingdom
$79K +$79.6K +2,476 +4,269%
IHWM
91
Iron Horse Wealth Management
Iowa
$73K -$1.61K -50 -2%
PFGIA
92
Patriot Financial Group Insurance Agency
Massachusetts
$64K +$5.63K +175 +9%
CCM
93
Covington Capital Management
California
$56K +$29.4K +916 +104%
BWM
94
Baystate Wealth Management
Massachusetts
$53K +$31.9K +992 +145%
AF
95
Advisornet Financial
Minnesota
$43K -$2.76K -86 -6%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$26K +$64 +2 +0.2%
Citigroup
97
Citigroup
New York
$25K -$887K -27,608 -97%
US Bancorp
98
US Bancorp
Minnesota
$25K
APWA
99
Atlas Private Wealth Advisors
New Jersey
$24K
CFD
100
Creative Financial Designs
Indiana
$22K

SPLB Hedge Fund Activity: Q3 2021 in Review

114 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2021, worth a combined $572M — down 29% from $806M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPLB positions and 11 closed out — a net gain of 4 holders — while 41 added to existing stakes and 39 trimmed.

The largest buyer was State Street, adding an estimated $23.2M. The largest seller was Jane Street, cutting an estimated $306M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2021, up from 113 in Q2 2021.
  • Funds reported $572M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2021, down 29% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2021 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2021 was State Street, an estimated $23.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2021 was Jane Street, an estimated $306M sold.

Based on aggregated 13F filings for Q3 2021.