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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

142 hedge funds and large institutions have $453M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 12 closing their positions.

Holders
142
Holders Change
+11
Holders Change %
+8.4%
% of All Funds
2.07%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
62
Reduced
35
Closed
12
Calls
$257K
Puts
$417K
Net Calls
-$160K
Net Calls Change
+$1.27M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$34.9M
2
LPL Financial
2
LPL Financial
California
$62.8M
3
GAM
3
Gotham Asset Management
New York
$7.06M
4
Morgan Stanley
4
Morgan Stanley
New York
$25.1M
5
P
5
&Partners
Tennessee
$4.2M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$0
2
MAM
2
Milestone Asset Management
Pennsylvania
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$430K
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$226K
Name Market Value Shares Shares
Change 		Shares
Change %
WIM
101
Westside Investment Management
California
$116K 5,141 +1,159 +29%
CFGS
102
Concourse Financial Group Securities
Alabama
$109K 4,855 -2,257 -32%
CA
103
Clearstead Advisors
Ohio
$108K 4,800 – –
Jones Financial Companies
104
Jones Financial Companies
Missouri
$101K 4,488 +4,488 New
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$81.7K 3,674 – –
NFSG
106
Newbridge Financial Services Group
Florida
$67.9K 3,012 +1,489 +98%
NEAM
107
New England Asset Management
Connecticut
$67.7K 3,000 +3,000 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$55K 2,435 -4,500 -65%
NCM
109
Northwest Capital Management
Oregon
$54.9K 2,434 -1,717 -41%
SS
110
Sunbelt Securities
Texas
$53.3K 2,362 – –
GRP
111
Global Retirement Partners
California
$41.8K 1,853 +1,144 +161%
IAIM
112
International Assets Investment Management
Florida
$40.1K 1,778 +1,778 New
TCG
113
Transcendent Capital Group
Oklahoma
$39.9K 1,770 +20 +1%
SIS
114
Sound Income Strategies
Florida
$39.8K 1,763 -163 -8%
PA
115
Pineridge Advisors
Missouri
$36K 1,595 -8,193 -84%
SFC
116
Strategic Financial Concepts
Texas
$34.5K 258,115 +244,064 +1,737%
KFS
117
Kelly Financial Services
Massachusetts
$29.7K 1,319 +540 +69%
RFS
118
Richardson Financial Services
Massachusetts
$26.5K 1,173 +222 +23%
Comerica Bank
119
Comerica Bank
Texas
$24.8K 1,100 -100 -8%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$24.5K 1,086 +1,086 New
TAM
121
Tucker Asset Management
Colorado
$19.7K 875 – –
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$19K 864 -742 -46%
Simplex Trading
123
Simplex Trading
Illinois
$18K 820 -690 -46%
IHWM
124
Iron Horse Wealth Management
Iowa
$12.4K 549 +32 +6%
CFD
125
Creative Financial Designs
Indiana
$12K 533 -288 -35%
3 4
5
6 7