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State Street SPDR Portfolio Long Term Corporate Bond ETF

132 hedge funds and large institutions have $650M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

16% more funds holding

Funds holding: 114132 (+18)

14% more capital invested

Capital invested by funds: $572M → $650M (+$77.3M)

2.36% more ownership

Funds ownership: 60.32%62.69% (+2.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
47
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$8.03K +254 +12%
CWA
102
Clearview Wealth Advisors
Oregon
$64K -$35.6K -1,124 -36%
BHWM
103
Bay Harbor Wealth Management
Maryland
$61K -$45K -1,423 -41%
TCOV
104
Trust Company of Vermont
Vermont
$60K +$60.1K +1,900 New
AF
105
Advisornet Financial
Minnesota
$41K -$2.09K -66 -5%
AWM
106
Aspire Wealth Management
Massachusetts
$35K +$34.8K +1,099 New
National Bank of Canada
107
National Bank of Canada
Quebec, Canada
$32K +$31.7K +1,003 New
TCWM
108
Total Clarity Wealth Management
Illinois
$31K +$9.01K +285 +40%
CCM
109
Covington Capital Management
California
$28K -$29K -916 -51%
US Bancorp
110
US Bancorp
Minnesota
$22K -$2.75K -87 -11%
CFD
111
Creative Financial Designs
Indiana
$22K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$21K +$411 +13 +2%
FPWM
113
FSB Premier Wealth Management
Iowa
$20K +$20.5K +649 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$18K -$8.7K -275 -33%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$18K
PFA
116
Professional Financial Advisors
Nebraska
$18K +$158 +5 +0.9%
Citigroup
117
Citigroup
New York
$16K -$9.71K -307 -38%
MHR
118
Matthew Hamilton Rosenberg
$13K +$10.3K +327 +394%
CFCI
119
Comprehensive Financial Consultants Institutional
Indiana
$10K +$12K +378 New
ZIG
120
Zullo Investment Group
Pennsylvania
$9K +$9.01K +285 New
ACM
121
Absolute Capital Management
Pennsylvania
$8.15K +$8.19K +259 New
MP
122
McDonald Partners
Ohio
$8.15K +$8.19K +259 New
C
123
Covestor
United Kingdom
$7K +$6.86K +217 New
CFA
124
Carroll Financial Associates
North Carolina
$6K
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$6K +$3.16K +100 +84%

SPLB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2021, worth a combined $650M — up 14% from $572M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLB positions and 9 closed out — a net gain of 21 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $55.8M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $20.8M.

  • 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $650M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2021 was State Street, an estimated $55.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.