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SPDR Portfolio Long Term Corporate Bond ETF
SPLB

Overview Fund Activity

145 hedge funds and large institutions have $1.63B invested in SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 20 closing their positions.

Holders
145
Holders Change
+5
Holders Change %
+3.57%
% of All Funds
1.93%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
29
Increased
58
Reduced
37
Closed
20
Calls
$2K
Puts
$98K
Net Calls
-$96K
Net Calls Change
-$722K

Top Buyers

1
SFG
1
Sterling Financial Group
California
$18.1M
2
Raymond James Financial
2
Raymond James Financial
Florida
$10.3M
3
MAM
3
Milestone Asset Management
Pennsylvania
$7.08M
4
WCFP
4
White & Co Financial Planning
Washington
$6.88M
5
AFM
5
Aspetuck Financial Management
Connecticut
$3.31M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.13B
2
TPWM
2
Twelve Points Wealth Management
Massachusetts
$1.2M
3
NC
3
NewSquare Capital
Pennsylvania
$23.3K
4
Legacy Financial Group (Iowa)
4
Legacy Financial Group (Iowa)
Iowa
$285K
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.13B 51,007 -2,063 -4%
LPL Financial
2
LPL Financial
California
$54.4M 2,447,707 -60,950 -2%
RT
3
Rockland Trust
Massachusetts
$35.3M 1,586,747 +73,214 +5%
NI
4
NYL Investors
New York
$32.1M 1,444,550 +2,600 +0.2%
Morgan Stanley
5
Morgan Stanley
New York
$22M 989,801 +65,644 +7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$19.9M 853,084 +56,490 +7%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$19M 853,597 +61,522 +8%
SFG
8
Sterling Financial Group
California
$18.1M 815,305 +815,305 New
Wells Fargo
9
Wells Fargo
California
$17.9M 804,224 +91,573 +13%
SA
10
Strategic Advocates
Utah
$16.8M 756,287 +106,696 +16%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$14.6M 656,235 -16,170 -2%
State Street
12
State Street
Massachusetts
$14.3M 643,806 -70,277 -10%
GFG
13
Goldstone Financial Group
Illinois
$14M 628,071 +81,032 +15%
Bank of America
14
Bank of America
North Carolina
$12.2M 549,306 +25,661 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$10.3M 461,854 +461,854 New
CWMGP
16
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.04M 406,738 -23,564 -5%
HW
17
Hedeker Wealth
Illinois
$8.52M 383,171 -22,185 -5%
PSB
18
Passumpsic Savings Bank
Vermont
$8M 359,766 +1,191 +0.3%
PAG
19
Private Advisor Group
New Jersey
$7.78M 349,968 +34,442 +11%
GAM
20
Gotham Asset Management
New York
$7.52M 338,461 +23,296 +7%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$7.39M 332,443 +79,487 +31%
MAM
22
Milestone Asset Management
Pennsylvania
$7.08M 318,280 +318,280 New
Osaic Holdings
23
Osaic Holdings
Arizona
$6.96M 313,062 -49,356 -14%
PA
24
PFG Advisors
Arizona
$6.93M 311,550 +7,778 +3%
WCFP
25
White & Co Financial Planning
Washington
$6.88M 309,695 +309,695 New
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