SPLB icon

SPDR Portfolio Long Term Corporate Bond ETF

127 hedge funds and large institutions have $457M invested in SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 16 closing their positions.

Holders
127
Holders Change
+13
Holders Change %
+11.4%
% of All Funds
1.86%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
29
Increased
40
Reduced
41
Closed
16
Calls
$559K
Puts
$1M
Net Calls
-$443K
Net Calls Change
-$109K
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$80.4M 3,378,330 +847,970 +34%
Morgan Stanley
2
Morgan Stanley
New York
$50.6M 2,128,384 +1,487,550 +232%
LPL Financial
3
LPL Financial
California
$41.7M 1,751,752 -102,946 -6%
NI
4
NYL Investors
New York
$34.2M 1,436,950 -439,400 -23%
RT
5
Rockland Trust
Massachusetts
$32.2M 1,354,019 +113,546 +9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$24.4M 1,026,270 +546,374 +114%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22M 924,346 -239,439 -21%
Thrivent Financial for Lutherans
8
Thrivent Financial for Lutherans
Minnesota
$15.6M 656,295 +656,295 New
Wells Fargo
9
Wells Fargo
California
$15.3M 641,361 +502,671 +362%
State Street
10
State Street
Massachusetts
$9.29M 390,638 +227,380 +139%
CWMGP
11
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$8.84M 371,679 +13,098 +4%
CCMG
12
Clark Capital Management Group
Pennsylvania
$8.14M 342,346 -157,788 -32%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$7.51M 315,693 +7,829 +3%
Osaic Holdings
14
Osaic Holdings
Arizona
$6.62M 278,339 -130,505 -32%
PA
15
PFG Advisors
Arizona
$6.29M 264,423 +32,525 +14%
UBS Group
16
UBS Group
Switzerland
$6.17M 259,218 +4,932 +2%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$5.47M 230,000 +72,000 +46%
PAG
18
Private Advisor Group
New Jersey
$4.21M 176,769 +92,416 +110%
HW
19
Hedeker Wealth
Illinois
$4.03M 169,399 -139,752 -45%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.99M 167,541 +39,826 +31%
CWM
21
Collaborative Wealth Management
Florida
$3.9M 163,835 +8,643 +6%
VST
22
Van Strum & Towne
California
$3.46M 145,399 +65,059 +81%
ME
23
McIlrath & Eck
Washington
$3.24M 136,033 +1,361 +1%
CI
24
Conning Inc
Connecticut
$2.95M 124,080 +64,080 +107%
VAS
25
Vestmark Advisory Solutions
Massachusetts
$2.93M 123,179 -22,410 -15%