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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

127 hedge funds and large institutions have $457M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
127
Holders Change
+13
Holders Change %
+11.4%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
40
Reduced
41
Closed
16
Calls
$559K
Puts
$1M
Net Calls
-$443K
Net Calls Change
-$109K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.6M
2
Bank of America
2
Bank of America
North Carolina
$80.4M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15.6M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$24.4M
5
Wells Fargo
5
Wells Fargo
California
$15.3M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
NI
2
NYL Investors
New York
$34.2M
3
Legacy Financial Group (Iowa)
3
Legacy Financial Group (Iowa)
Iowa
$462K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$22M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$8.14M
Name Market Value Shares Shares
Change 		Shares
Change %
VA
76
Valmark Advisers
Ohio
$280K 11,758 – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$265K 11,129 +4,518 +68%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$263K 11,067 -28,125 -72%
GWP
79
Gateway Wealth Partners
Wisconsin
$246K 10,360 +10,360 New
HAS
80
HBW Advisory Services
California
$230K 9,660 +180 +2%
JPLA
81
Joseph P. Lucia & Associates
New York
$208K 8,726 +8,726 New
EWA
82
EP Wealth Advisors
California
$191K 8,015 +159 +2%
CFGS
83
Concourse Financial Group Securities
Alabama
$169K 7,112 -1,977 -22%
AIC
84
Archer Investment Corporation
Indiana
$156K 6,554 – –
CA
85
Clearstead Advisors
Ohio
$114K 4,800 +4,800 New
NCM
86
Northwest Capital Management
Oregon
$111K 4,677 -1,832 -28%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$98.7K 4,186 +29 +0.7%
WIM
88
Westside Investment Management
California
$79.7K 3,350 +3,350 New
NEAM
89
New England Asset Management
Connecticut
$71.4K 3,000 – –
SS
90
Sunbelt Securities
Texas
$70.8K 2,976 -276 -8%
SIS
91
Sound Income Strategies
Florida
$47.6K 2,003 -480 -19%
FBC
92
Fairfield, Bush & Co
Connecticut
$42.8K 1,800 +1,800 New
GI
93
Gradient Investments
Minnesota
$33.6K 1,412 -2,328 -62%
Simplex Trading
94
Simplex Trading
Illinois
$32K 1,357 -1,781 -57%
ASN
95
Advisory Services Network
Georgia
$30.1K 1,266 +1,266 New
TCG
96
Transcendent Capital Group
Oklahoma
$28.7K 1,205 +1,205 New
Comerica Bank
97
Comerica Bank
Texas
$28.5K 1,200 -2,645 -69%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$23.8K 1,000 – –
TAM
99
Tucker Asset Management
Colorado
$20.8K 875 – –
Jones Financial Companies
100
Jones Financial Companies
Missouri
$19.5K 821 +821 New
2 3
4
5 6