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State Street SPDR Portfolio Long Term Corporate Bond ETF

125 hedge funds and large institutions have $567M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 61 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

205% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 20

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

44% more capital invested

Capital invested by funds: $393M → $567M (+$174M)

16% more funds holding

Funds holding: 108125 (+17)

7.99% more ownership

Funds ownership: 47.24%55.23% (+8%)

Holders
125
Holders Change
+17
Holders Change %
+15.74%
% of All Funds
2.21%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.12%
New
32
Increased
61
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$172M +$42.8M +1,320,360 +34%
SMM
2
Stadion Money Management
Georgia
$43.8M +$141K +4,361 +0.3%
MLICM
3
Metropolitan Life Insurance Company (MetLife)
New York
$33.1M +$32.4M +1,000,000 New
WP
4
WealthSource Partners
California
$27.9M +$11.9M +366,215 +77%
5L
5
55I LLC
Massachusetts
$17.3M +$9.66M +298,449 +132%
Bank of America
6
Bank of America
North Carolina
$16.5M +$2.15M +66,301 +15%
AssetMark Inc
7
AssetMark Inc
California
$15.8M +$8.02M +247,808 +107%
LPL Financial
8
LPL Financial
California
$13M +$2.62M +80,782 +26%
SW
9
SteelPeak Wealth
California
$12.4M +$12.2M +375,489 New
Wells Fargo
10
Wells Fargo
California
$12.2M -$3.57M -110,135 -23%
NI
11
NYL Investors
New York
$11.4M +$4.12M +127,300 +59%
CIAS
12
CFS Investment Advisory Services
New Jersey
$10.5M +$10.3M +317,270 New
CFG
13
Cooper Financial Group
California
$10.1M +$3.08M +95,187 +45%
NC
14
NewSquare Capital
Pennsylvania
$9.37M -$331K -10,222 -3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.96M +$2.04M +63,138 +36%
PWM
16
Peterson Wealth Management
Nevada
$7.43M +$181K +5,597 +3%
C1AG
17
Client 1st Advisory Group
Florida
$7.17M +$1M +30,914 +16%
Ameriprise
18
Ameriprise
Minnesota
$6.45M +$330K +10,203 +6%
HGWM
19
Horst & Graben Wealth Management
Oregon
$6.37M +$2.31M +71,266 +59%
CC
20
Copperleaf Capital
North Carolina
$6.09M +$5.25M +162,013 +737%
Legacy Financial Group (Iowa)
21
Legacy Financial Group (Iowa)
Iowa
$5.8M +$5.67M +175,247 New
Osaic Holdings
22
Osaic Holdings
Arizona
$5.63M -$897K -27,710 -14%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.19M +$1.76M +54,506 +53%
VFM
24
Vivid Financial Management
California
$5.12M +$298K +9,208 +6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$5.09M +$2.48M +76,585 +99%

SPLB Hedge Fund Activity: Q4 2020 in Review

125 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2020, worth a combined $567M — up 44% from $393M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SPLB positions and 12 closed out — a net gain of 20 holders — while 61 added to existing stakes and 20 trimmed.

The largest buyer was State Street, adding an estimated $42.8M. The largest seller was Citadel Advisors, exiting entirely with an estimated $13.5M sold.

  • 125 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2020, up from 108 in Q3 2020.
  • Funds reported $567M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2020, up 44% quarter-over-quarter.
  • 32 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2020 and 12 closed out, a net change of +20 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2020 was State Street, an estimated $42.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2020 was Citadel Advisors, an estimated $13.5M sold.

Based on aggregated 13F filings for Q4 2020.