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State Street SPDR Portfolio Long Term Corporate Bond ETF

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: 125114 (-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: 73 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
126
One Wealth Advisors
California
-$478K -14,432 Closed
WWM
127
WJ Wealth Management
Arizona
-$440K -13,290 Closed
Baird Financial Group
128
Baird Financial Group
Wisconsin
-$402K -12,156 Closed
ACS
129
Archford Capital Strategies
Illinois
-$351K -10,934 Closed
IA
130
IndexIQ Advisors
New York
-$342K -10,321 Closed
PFA
131
Pinnacle Family Advisors
Missouri
-$339K -10,251 Closed
WFC
132
Western Financial Corp
California
-$317K -9,595 Closed
BFA
133
Beacon Financial Advisory
Ohio
-$279K -8,444 Closed
OAP
134
One Advisory Partners
Kansas
-$258K -7,798 Closed
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
-$201K -6,453 Closed
RFN
136
RDA Financial Network
Iowa
-$205K -6,184 Closed
WWM
137
Western Wealth Management
Colorado
-$200K -6,050 Closed
Deutsche Bank
138
Deutsche Bank
Germany
-$95K -2,869 Closed
IA
139
IFP Advisors
Florida
-$50K -1,604 Closed
TFA
140
Transamerica Financial Advisors
Florida
-$32K -959 Closed
PWM
141
Perigon Wealth Management
California
-$22K -667 Closed
GFPC
142
Global Financial Private Client
Florida
-$18.1K -546 Closed
WT
143
Washington Trust
Rhode Island
-$13K -400 Closed
GI
144
Gradient Investments
Minnesota
-$1K -17 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
+$31 +1 New

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.