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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

114 hedge funds and large institutions have $623M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.07% more ownership

Funds ownership: 55.23% → 72.29% (+17%)

10% more capital invested

Capital invested by funds: $567M → $623M (+$55.8M)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

9% less funds holding

Funds holding: 125 → 114 (-11)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

57% less funds holding in top 10

Funds holding in top 10: 7 → 3 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $272K

Holders
114
Holders Change
-11
Holders Change %
-8.8%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
24
Increased
41
Reduced
38
Closed
33
Calls
–
Puts
$272K
Net Calls
-$272K
Net Calls Change
-$272K

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$109M
2
Citadel Advisors
Citadel Advisors
Florida
+$42.9M
3
AA
Advisory Alpha
Michigan
+$17.3M
4
Morgan Stanley
Morgan Stanley
New York
+$15M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$9.73M

Top Sellers

Rank Fund Capital Flow
1
WP
WealthSource Partners
California
-$17.4M
2
State Street
State Street
Massachusetts
-$17.3M
3
SW
SteelPeak Wealth
California
-$12.4M
4
CFG
Cooper Financial Group
California
-$9.15M
5
NC
NewSquare Capital
Pennsylvania
-$8.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
101
Avior Wealth Management
Nebraska
$23K +$24.5K +786 New
CFD
102
Creative Financial Designs
Indiana
$21K -$674K -21,591 -97%
BWM
103
Baystate Wealth Management
Massachusetts
$21K +$21.2K +680 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$17K – – –
PFA
105
Professional Financial Advisors
Nebraska
$17K +$17.7K +566 New
WAP
106
Wealthcare Advisory Partners
Pennsylvania
$15K +$15K +481 New
MAM
107
Meeder Asset Management
Ohio
$3K – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$3K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$3K +$2.81K +90 New
WP
110
WealthShield Partners
North Carolina
$2K +$2.28K +73 New
TCWM
111
Total Clarity Wealth Management
Illinois
$2K +$2.34K +75 New
NFSG
112
Newbridge Financial Services Group
Florida
$1K – – –
SW
113
SteelPeak Wealth
California
– -$12.4M -375,489 Closed
APW
114
Austin Private Wealth
Texas
– -$3.7M -111,894 Closed
MML Investors Services
115
MML Investors Services
Massachusetts
– -$3.57M -107,723 Closed
SPAS
116
Spectrum Planning & Advisory Services
California
– -$3.33M -100,546 Closed
OMC
117
Old Mission Capital
Illinois
– -$1.9M -57,305 Closed
FCA
118
FLC Capital Advisors
California
– -$1.72M -51,867 Closed
First Trust Advisors
119
First Trust Advisors
Illinois
– -$1.58M -47,774 Closed
BAM
120
Belpointe Asset Management
Nevada
– -$1.03M -31,070 Closed
FWP
121
Firethorn Wealth Partners
Georgia
– -$699K -21,113 Closed
TCA
122
Transcend Capital Advisors
New Jersey
– -$659K -19,912 Closed
LA
123
LexAurum Advisors
Kansas
– -$658K -19,892 Closed
TFA
124
Teamwork Financial Advisors
Texas
– -$594K -17,945 Closed
BTWM
125
Baker Tilly Wealth Management
Wisconsin
– -$525K -15,859 Closed
2 3 4
5
6

SPLB Hedge Fund Activity: Q1 2021 in Review

114 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2021, worth a combined $623M — up 9.8% from $567M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of SPLB and 24 opened new positions — a net loss of 9 holders — while 38 trimmed existing stakes and 41 added.

The largest buyer was Jane Street, adding an estimated $109M. The largest seller was WealthSource Partners, cutting an estimated $17.4M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2021, down from 125 in Q4 2020.
  • Funds reported $623M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2021, up 9.8% quarter-over-quarter.
  • 24 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2021 and 33 closed out, a net change of -9 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2021 was Jane Street, an estimated $109M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2021 was WealthSource Partners, an estimated $17.4M sold.

Based on aggregated 13F filings for Q1 2021.