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State Street SPDR Portfolio Long Term Corporate Bond ETF

101 hedge funds and large institutions have $382M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $343M → $382M (+$38.4M)

10% more funds holding

Funds holding: 92101 (+9)

1.42% less ownership

Funds ownership: 53.8%52.38% (-1.4%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
Castleview Partners
Texas
$47.3K +$23 +1 +0%
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$41.7K +$5.12K +221 +81%
TAM
78
Tucker Asset Management
Colorado
$22.7K -$810 -35 -3%
CFD
79
Creative Financial Designs
Indiana
$18.8K
WWP
80
WR Wealth Planners
Missouri
$14.6K
FFA
81
Founders Financial Alliance
North Carolina
$14.1K +$14.1K +608 New
FBC
82
Fairfield, Bush & Co
Connecticut
$14K +$13.9K +600 New
IHWM
83
Iron Horse Wealth Management
Iowa
$11.7K -$39.1K -1,690 -77%
Citigroup
84
Citigroup
New York
$9.56K +$46 +2 +0.5%
GRP
85
Global Retirement Partners
California
$9.15K +$3.63K +157 +67%
GFPC
86
Global Financial Private Client
Florida
$8.92K
CIAS
87
Capital Investment Advisory Services
North Carolina
$8.75K
AF
88
Advisornet Financial
Minnesota
$6.51K
SPIA
89
Steward Partners Investment Advisory
New York
$5.72K -$2.25K -97 -28%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$5.42K +$5.39K +233 New
APC
91
Aspire Private Capital
North Carolina
$5.05K +$46 +2 +0.9%
CAS
92
Coppell Advisory Solutions
Texas
$3.77K +$3.8K +164 New
RWPA
93
Richard W. Paul & Associates
Michigan
$3.58K
FA
94
Fiduciary Alliance
South Carolina
$2.7K +$2.69K +116 New
TRCT
95
Tower Research Capital (TRC)
New York
$2.07K
IPW
96
Impact Partnership Wealth
Georgia
$1.95K +$1.95K +84 New
AWM
97
Aspire Wealth Management
Massachusetts
$1.71K -$46 -2 -3%
SWM
98
Spire Wealth Management
Virginia
$1.44K -$394 -17 -22%
TFA
99
Transamerica Financial Advisors
Florida
$1K
NFSG
100
Newbridge Financial Services Group
Florida
$954

SPLB Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2023, worth a combined $382M — up 11% from $343M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPLB positions and 9 closed out — a net gain of 10 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.9M. The largest seller was Gradient Investments, cutting an estimated $42.8M.

  • 101 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2023, up from 92 in Q1 2023.
  • Funds reported $382M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $26.9M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2023 was Gradient Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2023.