SPLB icon

SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

92 hedge funds and large institutions have $343M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 21 closing their positions.

Holders
92
Holders Change
-10
Holders Change %
-9.8%
% of All Funds
1.47%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
34
Reduced
27
Closed
21
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$527K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$55.4M
2
GI
2
Gradient Investments
Minnesota
$43.9M
3
LPL Financial
3
LPL Financial
California
$18.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.21M
5
HW
5
Hedeker Wealth
Illinois
$3.8M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$0
2
State Street
2
State Street
Massachusetts
$34.2M
3
Jane Street
3
Jane Street
New York
$0
4
CW
4
CreativeOne Wealth
Kansas
$0
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$55.4M 2,344,202 +1,626,667 +227%
NI
2
NYL Investors
New York
$44M 1,863,050 +3,800 +0.2%
GI
3
Gradient Investments
Minnesota
$43.9M 1,857,785 +448,389 +32%
State Street
4
State Street
Massachusetts
$34.2M 1,449,584 -237,723 -14%
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$23.6M 1,000,000 – –
AWM
6
AE Wealth Management
Kansas
$20.8M 881,335 +49,094 +6%
LPL Financial
7
LPL Financial
California
$18.3M 774,208 +424,351 +121%
Morgan Stanley
8
Morgan Stanley
New York
$17.7M 751,368 +22,181 +3%
Wells Fargo
9
Wells Fargo
California
$9.37M 396,818 +23,399 +6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$7.21M 305,321 +225,267 +281%
TPWM
11
Twelve Points Wealth Management
Massachusetts
$7.1M 300,468 +97,757 +48%
CWMGP
12
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$6.52M 276,107 +159,789 +137%
HW
13
Hedeker Wealth
Illinois
$3.8M 161,000 +161,000 New
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$3.24M 137,000 +15,000 +12%
CWM
15
Collaborative Wealth Management
Florida
$2.98M 126,280 +42,190 +50%
GLA
16
Good Life Advisors
Pennsylvania
$2.74M 116,158 +38,056 +49%
ECA
17
Elevated Capital Advisors
Utah
$2.42M 102,574 -3,960 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.36M 100,044 +16,224 +19%
BlackRock
19
BlackRock
New York
$2.33M 98,577 -7,947 -7%
VAS
20
Vestmark Advisory Solutions
Massachusetts
$2.1M 89,006 +89,006 New
PAG
21
Private Advisory Group
Washington
$1.86M 78,823 +78,823 New
VST
22
Van Strum & Towne
California
$1.81M 76,605 +76,605 New
PAG
23
Private Advisor Group
New Jersey
$1.78M 75,518 +35,342 +88%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.61M 67,974 +64,017 +1,618%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$1.55M 65,443 +5 +0%
1
2 3 4 5