State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
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.
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: 3 → 4 (+1)
11% more capital invested
Capital invested by funds: $343M → $382M (+$38.4M)
10% more funds holding
Funds holding: 92 → 101 (+9)
1.42% less ownership
Funds ownership: 53.8% → 52.38% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$26.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7.35M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$6.25M |
| 5 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
+$5.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$42.8M |
| 2 |
Morgan Stanley
New York
|
-$4.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.79M |
| 4 |
PAG
Private Advisory Group
Redmond,
Washington
|
-$1.86M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWA
101
Clearview Wealth Advisors
Salem,
Oregon
| $465 | – | – | – |
|
|
KFS
102
Kelly Financial Services
Braintree,
Massachusetts
| $3 | – | – | – |
|
|
PAG
103
Private Advisory Group
Redmond,
Washington
| – | -$1.86M | -78,823 | Closed |
|
|
CAN
104
Cetera Advisor Networks
El Segundo,
California
| – | -$1.52M | -64,164 | Closed |
|
|
CFA
105
Compass Financial Advisors
Fort Wayne,
Indiana
| – | -$422K | -17,848 | Closed |
|
|
PWM
106
Peterson Wealth Management
Sparks,
Nevada
| – | -$353K | -14,937 | Closed |
|
|
AAM
107
Advisors Asset Management
Monument,
Colorado
| – | -$86.2K | -3,651 | Closed |
|
|
BAM
108
Belpointe Asset Management
Reno,
Nevada
| – | -$37.8K | -1,602 | Closed |
|
|
ASN
109
Advisory Services Network
Atlanta,
Georgia
| – | -$29.9K | -1,266 | Closed |
|
|
MBFW
110
Morton Brown Family Wealth
Allentown,
Pennsylvania
| – | -$13.2K | -559 | Closed |
|
111
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$8.5K | -360 | Closed |
|
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.