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State Street SPDR Portfolio Long Term Corporate Bond ETF

101 hedge funds and large institutions have $382M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $343M → $382M (+$38.4M)

10% more funds holding

Funds holding: 92101 (+9)

1.42% less ownership

Funds ownership: 53.8%52.38% (-1.4%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$72.7M +$18M +779,252 +33%
LPL Financial
2
LPL Financial
California
$45M +$26.9M +1,161,308 +150%
NI
3
NYL Investors
New York
$43.4M +$62.5K +2,700 +0.1%
State Street
4
State Street
Massachusetts
$35.3M +$1.59M +68,596 +5%
AWM
5
AE Wealth Management
Kansas
$23.4M +$2.9M +125,067 +14%
MLICM
6
Metropolitan Life Insurance Company (MetLife)
New York
$23.3M
Morgan Stanley
7
Morgan Stanley
New York
$13.3M -$4.2M -181,403 -24%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$11.7M +$4.58M +197,601 +65%
TPWM
9
Twelve Points Wealth Management
Massachusetts
$7.75M +$758K +32,727 +11%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.39M +$7.35M +317,637 New
CWMGP
11
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$7.25M +$826K +35,658 +13%
HW
12
Hedeker Wealth
Illinois
$6.93M +$3.17M +136,788 +85%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$6.28M +$6.25M +270,080 New
Legacy Financial Group (Iowa)
14
Legacy Financial Group (Iowa)
Iowa
$5.57M +$5.54M +239,407 New
Wells Fargo
15
Wells Fargo
California
$5.42M -$3.79M -163,799 -41%
UBS Group
16
UBS Group
Switzerland
$4.21M +$3.38M +145,847 +415%
BlackRock
17
BlackRock
New York
$3.84M +$1.54M +66,603 +68%
CWM
18
Collaborative Wealth Management
Florida
$3.36M +$419K +18,104 +14%
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$3.14M -$46.3K -2,000 -1%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$3.13M +$2.73M +118,109 +712%
GLA
21
Good Life Advisors
Pennsylvania
$3.04M +$340K +14,700 +13%
ME
22
McIlrath & Eck
Washington
$2.73M +$2.72M +117,477 New
Jane Street
23
Jane Street
New York
$2.69M +$2.68M +115,761 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.67M +$344K +14,874 +15%
Ameriprise
25
Ameriprise
Minnesota
$2.59M +$1.32M +56,940 +104%

SPLB Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2023, worth a combined $382M — up 11% from $343M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPLB positions and 9 closed out — a net gain of 10 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.9M. The largest seller was Gradient Investments, cutting an estimated $42.8M.

  • 101 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2023, up from 92 in Q1 2023.
  • Funds reported $382M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $26.9M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2023 was Gradient Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2023.