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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

131 hedge funds and large institutions have $424M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
25
Increased
56
Reduced
30
Closed
19
Calls
$65K
Puts
$1.49M
Net Calls
-$1.43M
Net Calls Change
-$982K

Top Buyers

1
LPL Financial
LPL Financial
California
$54.3M
2
Jane Street
Jane Street
New York
$7.47M
3
MAM
Milestone Asset Management
Pennsylvania
$6.28M
4
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
$6.09M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$5.36M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$26.4M
2
Morgan Stanley
Morgan Stanley
New York
$21.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$3.57M
4
ME
McIlrath & Eck
Washington
$0
5
VAS
Vestmark Advisory Solutions
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Aspire Wealth Management
Massachusetts
$1.13K -$621 -27 -36%
TFA
127
Transamerica Financial Advisors
Florida
$1K – – –
VWWMG
128
Vermillion & White Wealth Management Group
Pennsylvania
$962 – – –
GJIA
129
Glass Jacobson Investment Advisors
Maryland
$837 +$837 +36 New
BNP Paribas Financial Markets
130
BNP Paribas Financial Markets
France
$232 +$232 +10 New
CIAS
131
Capital Investment Advisory Services
North Carolina
$211 – – –
ME
132
McIlrath & Eck
Washington
– -$3.24M -136,033 Closed
VAS
133
Vestmark Advisory Solutions
Massachusetts
– -$2.93M -123,179 Closed
AI
134
Atria Investments
North Carolina
– -$1.65M -69,528 Closed
AWM
135
AE Wealth Management
Kansas
– -$1.19M -50,931 Closed
KA
136
Kovack Advisors
Florida
– -$1.1M -46,252 Closed
EDRH
137
Edmond de Rothschild Holding
Switzerland
– -$837K -35,165 Closed
GC
138
Guidance Capital
Kentucky
– -$397K -16,833 Closed
GWP
139
Gateway Wealth Partners
Wisconsin
– -$246K -10,360 Closed
NEAM
140
New England Asset Management
Connecticut
– -$71.4K -3,000 Closed
FBC
141
Fairfield, Bush & Co
Connecticut
– -$42.8K -1,800 Closed
ASN
142
Advisory Services Network
Georgia
– -$30.1K -1,266 Closed
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
– -$23.8K -1,000 Closed
Jones Financial Companies
144
Jones Financial Companies
Missouri
– -$19.5K -821 Closed
AFS
145
Annapolis Financial Services
Maryland
– -$17.2K -722 Closed
AWM
146
Able Wealth Management
New Jersey
– -$15.4K -649 Closed
FFO
147
Fortitude Family Office
Arizona
– -$7.99K -336 Closed
Citigroup
148
Citigroup
New York
– -$6.16K -259 Closed
TVAMP
149
Tennessee Valley Asset Management Partners
Tennessee
– -$4.69K -197 Closed
Fidelity Investments
150
Fidelity Investments
Massachusetts
– -$2.52K -106 Closed
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