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State Street SPDR Portfolio Long Term Corporate Bond ETF

132 hedge funds and large institutions have $650M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2021 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

16% more funds holding

Funds holding: 114132 (+18)

14% more capital invested

Capital invested by funds: $572M → $650M (+$77.3M)

2.36% more ownership

Funds ownership: 60.32%62.69% (+2.4%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
132
Holders Change
+18
Holders Change %
+15.79%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
47
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$277M +$55.8M +1,763,177 +25%
SMM
2
Stadion Money Management
Georgia
$37.7M -$3.87M -122,350 -9%
AssetMark Inc
3
AssetMark Inc
California
$33.4M +$1.42M +44,840 +4%
MLICM
4
Metropolitan Life Insurance Company (MetLife)
New York
$31.5M
AA
5
Advisory Alpha
Michigan
$30M +$4.31M +136,315 +17%
Citadel Advisors
6
Citadel Advisors
Florida
$24.3M +$24.4M +772,963 New
LPL Financial
7
LPL Financial
California
$20.6M +$1.01M +31,822 +5%
Bank of America
8
Bank of America
North Carolina
$15.9M -$276K -8,721 -2%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.9M +$9.5M +300,262 +174%
NI
10
NYL Investors
New York
$13M +$136K +4,300 +1%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$11.7M +$1.43M +45,186 +14%
Verition Fund Management
12
Verition Fund Management
Connecticut
$11.5M +$11.5M +364,453 New
PWM
13
Peterson Wealth Management
Nevada
$8.77M +$400K +12,651 +5%
5L
14
55I LLC
Massachusetts
$7.21M +$1.55M +48,911 +27%
APC
15
Aspire Private Capital
North Carolina
$6.2M +$194K +6,132 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.88M +$768K +24,286 +15%
Morgan Stanley
17
Morgan Stanley
New York
$5.38M -$9.1M -287,677 -63%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.3M +$5.33M +168,388 New
Wells Fargo
19
Wells Fargo
California
$5.25M +$1.8M +56,903 +52%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.66M +$113K +3,575 +2%
HFS
21
Horizon Financial Services
North Carolina
$4.39M +$726K +22,967 +20%
NCM
22
Northwest Capital Management
Oregon
$4.06M +$3.75M +118,683 +575%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.44M +$239K +7,564 +7%
CIAS
24
CFS Investment Advisory Services
New Jersey
$3.43M -$735K -23,245 -17%
AWM
25
AE Wealth Management
Kansas
$3.28M +$2.21M +69,880 +203%

SPLB Hedge Fund Activity: Q4 2021 in Review

132 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2021, worth a combined $650M — up 14% from $572M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLB positions and 9 closed out — a net gain of 21 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $55.8M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $20.8M.

  • 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2021, up from 114 in Q3 2021.
  • Funds reported $650M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2021 and 9 closed out, a net change of +21 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2021 was State Street, an estimated $55.8M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2021 was Qube Research & Technologies (QRT), an estimated $20.8M sold.

Based on aggregated 13F filings for Q4 2021.