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State Street SPDR Portfolio Long Term Corporate Bond ETF

115 hedge funds and large institutions have $610M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2022 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 49 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

14.23% more ownership

Funds ownership: 62.69%76.91% (+14%)

6% less capital invested

Capital invested by funds: $650M → $610M (-$39.7M)

13% less funds holding

Funds holding: 132115 (-17)

33% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 49

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

Holders
115
Holders Change
-17
Holders Change %
-12.88%
% of All Funds
1.81%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
17
Increased
33
Reduced
49
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
126
WealthSource Partners
California
-$296K -9,403 Closed
NA
127
NewEdge Advisors
Louisiana
-$280K -8,881 Closed
MCWS
128
McKinley Carter Wealth Services
West Virginia
-$251K -7,983 Closed
RIA
129
Richwood Investment Advisors
Ohio
-$246K -7,803 Closed
MML Investors Services
130
MML Investors Services
Massachusetts
-$226K -7,183 Closed
TC
131
TownSquare Capital
Utah
-$226K -7,165 Closed
AR
132
Apeiron RIA
Texas
-$219K -6,952 Closed
AC
133
Apella Capital
Connecticut
-$217K -6,902 Closed
Truist Financial
134
Truist Financial
North Carolina
-$201K -6,394 Closed
TCOV
135
Trust Company of Vermont
Vermont
-$60K -1,900 Closed
TCWM
136
Total Clarity Wealth Management
Illinois
-$31K -990 Closed
FPWM
137
FSB Premier Wealth Management
Iowa
-$20K -649 Closed
PFA
138
Professional Financial Advisors
Nebraska
-$18K -580 Closed
CFCI
139
Comprehensive Financial Consultants Institutional
Indiana
-$10K -378 Closed
ACM
140
Absolute Capital Management
Pennsylvania
-$8.15K -259 Closed
MP
141
McDonald Partners
Ohio
-$8.15K -259 Closed
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
-$6K -219 Closed
SFM
143
Signet Financial Management
New Jersey
-$1K -30 Closed

SPLB Hedge Fund Activity: Q1 2022 in Review

115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2022, worth a combined $610M — down 6.1% from $650M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SPLB and 17 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 33 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $97.1M. The largest seller was Citadel Advisors, cutting an estimated $21.9M.

  • 115 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2022, down from 132 in Q4 2021.
  • Funds reported $610M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2022, down 6.1% quarter-over-quarter.
  • 17 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2022 and 30 closed out, a net change of -13 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $97.1M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2022 was Citadel Advisors, an estimated $21.9M sold.

Based on aggregated 13F filings for Q1 2022.