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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 %
KFS
101
Kelly Financial Services
Massachusetts
$19.3K 810 -788 -49%
GRP
102
Global Retirement Partners
California
$17.4K 745 -83 -10%
AFS
103
Annapolis Financial Services
Maryland
$17.2K 722 +722 New
AWM
104
Able Wealth Management
New Jersey
$15.4K 649 +649 New
CP
105
Castleview Partners
Texas
$14.8K 623 -633 -50%
IHWM
106
Iron Horse Wealth Management
Iowa
$12.3K 519 +10 +2%
BFPW
107
BOK Financial Private Wealth
Colorado
$11.5K 481 +481 New
CFD
108
Creative Financial Designs
Indiana
$10.3K 431 -379 -47%
SPIA
109
Steward Partners Investment Advisory
New York
$8.19K 344 +5 +1%
FFO
110
Fortitude Family Office
Arizona
$7.99K 336 +336 New
RFS
111
Richardson Financial Services
Massachusetts
$7.83K 329 +329 New
AF
112
Advisornet Financial
Minnesota
$6.66K 280 – –
Citigroup
113
Citigroup
New York
$6.16K 259 +166 +178%
RCM
114
Raleigh Capital Management
North Carolina
$5.16K 217 +217 New
TVAMP
115
Tennessee Valley Asset Management Partners
Tennessee
$4.69K 197 +197 New
RWPA
116
Richard W. Paul & Associates
Michigan
$3.66K 154 – –
CAS
117
Coppell Advisory Solutions
Texas
$2.71K 114 -118 -51%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$2.52K 106 – –
TRCT
119
Tower Research Capital (TRC)
New York
$2.12K 89 – –
AWM
120
Aspire Wealth Management
Massachusetts
$1.81K 76 +1 +1%
WP
121
WealthShield Partners
North Carolina
$1.73K 73 +73 New
APC
122
Aspire Private Capital
North Carolina
$1.26K 53 – –
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$1.07K 45 – –
TFA
124
Transamerica Financial Advisors
Florida
$1K 4 – –
VWWMG
125
Vermillion & White Wealth Management Group
Pennsylvania
$976 41 +41 New
2 3 4
5
6