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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
State Street
1
State Street
Massachusetts
$243M -$2.2M -76,131 -0.9%
AA
2
Advisory Alpha
Michigan
$50.4M +$24.8M +858,428 +90%
SMM
3
Stadion Money Management
Georgia
$34.8M +$1.61M +55,763 +5%
Jane Street
4
Jane Street
New York
$30.5M +$31.7M +1,099,009 New
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$27.8M
AssetMark Inc
6
AssetMark Inc
California
$22.3M -$7.47M -258,472 -24%
LPL Financial
7
LPL Financial
California
$17.7M -$487K -16,857 -3%
Bank of America
8
Bank of America
North Carolina
$15.6M +$1.62M +56,105 +11%
CCMG
9
Clark Capital Management Group
Pennsylvania
$12.4M +$12.9M +445,720 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$12.1M +$7.2M +249,424 +134%
Morgan Stanley
11
Morgan Stanley
New York
$11.8M +$7.36M +254,913 +149%
NI
12
NYL Investors
New York
$11.6M +$127K +4,400 +1%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$11.3M +$978K +33,854 +9%
ST
14
Spinnaker Trust
Maine
$11.1M +$11.5M +398,913 New
HFS
15
Horizon Financial Services
North Carolina
$7.24M +$3.49M +120,769 +87%
5L
16
55I LLC
Massachusetts
$5.75M -$647K -22,408 -10%
APC
17
Aspire Private Capital
North Carolina
$5.61M +$141K +4,871 +2%
PWM
18
Peterson Wealth Management
Nevada
$5.17M -$2.67M -92,488 -33%
SS
19
Simplicity Solutions
Minnesota
$4.72M +$4.91M +169,990 New
Osaic Holdings
20
Osaic Holdings
Arizona
$4.68M -$8.77M -303,501 -64%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.18M +$63.6K +2,202 +1%
Goldman Sachs
22
Goldman Sachs
New York
$3.93M +$3.89M +134,672 +1,989%
NCM
23
Northwest Capital Management
Oregon
$3.71M -$166K -5,740 -4%
ECA
24
Elevated Capital Advisors
Utah
$3.69M +$3.83M +132,667 New
SW
25
Simplicity Wealth
New Jersey
$3M +$467K +16,167 +18%

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.