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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

125 hedge funds and large institutions have $567M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 2 → 7 (+5)

205% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 20

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

44% more capital invested

Capital invested by funds: $393M → $567M (+$174M)

16% more funds holding

Funds holding: 108 → 125 (+17)

7.99% more ownership

Funds ownership: 47.24% → 55.23% (+8%)

Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
32
Increased
61
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$42.8M
2
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
+$32.4M
3
SW
SteelPeak Wealth
California
+$12.2M
4
WP
WealthSource Partners
California
+$11.9M
5
5L
55I LLC
Massachusetts
+$9.66M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$13.5M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$5.87M
3
Jane Street
Jane Street
New York
-$5.22M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.84M
5
Wells Fargo
Wells Fargo
California
-$3.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$136K – – –
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$124K +$3.56K +110 +3%
NEAM
103
New England Asset Management
Connecticut
$99K – – –
Deutsche Bank
104
Deutsche Bank
Germany
$95K +$74.7K +2,306 +410%
SL
105
Savior LLC
Massachusetts
$90K +$86.9K +2,684 +6,710%
NFG
106
Next Financial Group
Texas
$74K -$252K -7,793 -78%
TCOV
107
Trust Company of Vermont
Vermont
$63K – – –
IA
108
IFP Advisors
Florida
$55K +$19.8K +612 +62%
LWM
109
Liberty Wealth Management
California
$41K +$389 +12 +0.9%
APWA
110
Atlas Private Wealth Advisors
New Jersey
$37K – – –
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$33K – – –
TFA
112
Transamerica Financial Advisors
Florida
$32K -$2.56K -79 -8%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$28K +$8.71K +269 +48%
US Bancorp
114
US Bancorp
Minnesota
$26K -$541K -16,694 -95%
Citigroup
115
Citigroup
New York
$26K +$130 +4 +0.5%
PWM
116
Perigon Wealth Management
California
$22K +$21.6K +667 New
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$19K – – –
GFPC
118
Global Financial Private Client
Florida
$18.1K +$3.5K +108 +25%
WT
119
Washington Trust
Rhode Island
$13K – – –
MAM
120
Meeder Asset Management
Ohio
$4K +$3.56K +110 New
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$3K -$29.9K -924 -89%
GI
122
Gradient Investments
Minnesota
$1K – – –
NFSG
123
Newbridge Financial Services Group
Florida
$1K – – –
Citadel Advisors
124
Citadel Advisors
Florida
– -$13.5M -426,312 Closed
CCMG
125
Clark Capital Management Group
Pennsylvania
– -$5.87M -184,746 Closed
2 3 4
5
6

SPLB Hedge Fund Activity: Q4 2020 in Review

125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2020, worth a combined $567M — up 44% from $393M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPLB positions and 12 closed out — a net gain of 20 holders — while 61 added to existing stakes and 20 trimmed.

The largest buyer was State Street, adding an estimated $42.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.5M sold.

  • 125 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $567M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2020 and 12 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2020 was State Street, an estimated $42.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.