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State Street SPDR Portfolio Long Term Corporate Bond ETF

132 hedge funds and large institutions have $650M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

16% more funds holding

Funds holding: 114132 (+18)

14% more capital invested

Capital invested by funds: $572M → $650M (+$77.3M)

2.36% more ownership

Funds ownership: 60.32%62.69% (+2.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
47
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
76
Mutual Advisors
Nebraska
$312K -$57.2K -1,808 -15%
SWA
77
Stratos Wealth Advisors
Ohio
$308K -$13K -411 -4%
CF
78
Centaurus Financial
California
$306K +$27.5K +869 +10%
EWA
79
EP Wealth Advisors
California
$304K +$2.56K +81 +0.8%
TSS
80
Two Sigma Securities
New York
$299K +$301K +9,505 New
WP
81
WealthSource Partners
California
$296K -$51.2K -1,618 -15%
ACM
82
AlphaStar Capital Management
North Carolina
$292K -$1.14K -36 -0.4%
NA
83
NewEdge Advisors
Louisiana
$280K +$45.3K +1,432 +19%
MCWS
84
McKinley Carter Wealth Services
West Virginia
$251K -$69.2K -2,187 -22%
BWM
85
Baystate Wealth Management
Massachusetts
$250K +$198K +6,273 +374%
RIA
86
Richwood Investment Advisors
Ohio
$246K +$247K +7,803 New
AIC
87
Archer Investment Corporation
Indiana
$229K
MML Investors Services
88
MML Investors Services
Massachusetts
$226K -$26.2K -829 -10%
TC
89
TownSquare Capital
Utah
$226K
AR
90
Apeiron RIA
Texas
$219K +$220K +6,952 New
AC
91
Apella Capital
Connecticut
$217K -$262K -8,283 -55%
Goldman Sachs
92
Goldman Sachs
New York
$213K -$19.7M -622,542 -99%
CIAS
93
Capital Investment Advisory Services
North Carolina
$209K
Truist Financial
94
Truist Financial
North Carolina
$201K -$18.3K -579 -8%
SAM
95
Strategic Asset Management
Minnesota
$170K -$18K -569 -10%
SC
96
SouthState Corp
Florida
$157K +$158K +4,980 New
WWMSC
97
Wagner Wealth Management (South Carolina)
South Carolina
$145K +$145K +4,600 New
NEAM
98
New England Asset Management
Connecticut
$94K
TAM
99
Tucker Asset Management
Colorado
$83.5K
IHWM
100
Iron Horse Wealth Management
Iowa
$73K

SPLB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2021, worth a combined $650M — up 14% from $572M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLB positions and 9 closed out — a net gain of 21 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $55.8M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $20.8M.

  • 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $650M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2021 was State Street, an estimated $55.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.