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State Street SPDR Portfolio Long Term Corporate Bond ETF

115 hedge funds and large institutions have $610M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

14.23% more ownership

Funds ownership: 62.69%76.91% (+14%)

6% less capital invested

Capital invested by funds: $650M → $610M (-$39.7M)

13% less funds holding

Funds holding: 132115 (-17)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
115
Holders Change
-17
Holders Change %
-12.88%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
33
Reduced
49
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$213K +$224K +7,755 New
AIC
77
Archer Investment Corporation
Indiana
$202K
CP
78
Castleview Partners
Texas
$190K -$5.17M -179,119 -96%
SAM
79
Strategic Asset Management
Minnesota
$145K -$5.17K -179 -3%
SC
80
SouthState Corp
Florida
$138K
CIAS
81
CFS Investment Advisory Services
New Jersey
$125K +$97.1M +3,361,072 +2,933%
APA
82
American Portfolios Advisors
New York
$123K -$1.28M -44,208 -91%
HWMA
83
Heritage Wealth Management (Arizona)
Arizona
$121K +$126K +4,347 New
SIS
84
Sound Income Strategies
Florida
$89K -$626K -21,687 -87%
NEAM
85
New England Asset Management
Connecticut
$83K
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$1.13K +39 +2%
IHWM
87
Iron Horse Wealth Management
Iowa
$64K -$29 -1 -0%
BHWM
88
Bay Harbor Wealth Management
Maryland
$48K -$10.7K -370 -18%
MCC
89
Money Concepts Capital
Florida
$43K +$44.5K +1,539 New
CWA
90
Clearview Wealth Advisors
Oregon
$39K -$18.4K -637 -31%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$31K +$13.1K +452 +69%
TAM
92
Tucker Asset Management
Colorado
$28.1K -$47.2K -1,635 -62%
AWM
93
Aspire Wealth Management
Massachusetts
$24K -$6.53K -226 -21%
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$24K -$4.19K -145 -14%
CCM
95
Covington Capital Management
California
$24K
WWP
96
WR Wealth Planners
Missouri
$22.5K +$23.4K +811 New
CFD
97
Creative Financial Designs
Indiana
$22K +$3.06K +106 +15%
GFPC
98
Global Financial Private Client
Florida
$20.9K +$21.6K +748 New
CIAS
99
Capital Investment Advisory Services
North Carolina
$16K -$175K -6,054 -91%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$16K

SPLB Hedge Fund Activity: Q1 2022 in Review

115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2022, worth a combined $610M — down 6.1% from $650M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SPLB and 17 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $97.1M. The largest seller was Citadel Advisors, cutting an estimated $21.9M.

  • 115 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $610M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2022, down 6.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $97.1M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2022.