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State Street SPDR Portfolio Long Term Corporate Bond ETF

167 hedge funds and large institutions have $740M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2025 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 17

40% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 45

15% more funds holding

Funds holding: 145167 (+22)

8.51% more ownership

Funds ownership: 53%61.51% (+8.5%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

55% less capital invested

Capital invested by funds: $1.63B → $740M (-$894M)

86% less call options, than puts

Call options by funds: $7K | Put options by funds: $50K

Holders
167
Holders Change
+22
Holders Change %
+15.17%
% of All Funds
2.24%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
42
Increased
63
Reduced
45
Closed
17
Calls
$7K
Puts
$50K
Net Calls
-$43K
Net Calls Change
+$53K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$155M +$140M +6,244,153 +970%
LPL Financial
2
LPL Financial
California
$73.2M +$17.9M +796,182 +33%
RT
3
Rockland Trust
Massachusetts
$36.7M +$859K +38,258 +2%
NI
4
NYL Investors
New York
$32.7M +$51.6K +2,300 +0.2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$29M +$14.1M +628,768 +96%
Morgan Stanley
6
Morgan Stanley
New York
$24.7M +$2.33M +103,835 +10%
Jane Street
7
Jane Street
New York
$24.4M +$19.5M +867,265 +410%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$20M +$775K +34,527 +4%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$19.9M
Envestnet Portfolio Solutions
10
Envestnet Portfolio Solutions
Illinois
$18.9M +$18.7M +835,235 New
SA
11
Strategic Advocates
Utah
$18.7M +$1.64M +73,191 +10%
SFG
12
Sterling Financial Group
California
$18.6M +$220K +9,785 +1%
AssetMark Inc
13
AssetMark Inc
California
$15.1M +$14.1M +625,937 +1,400%
GFG
14
Goldstone Financial Group
Illinois
$12M -$2.15M -95,600 -15%
Wells Fargo
15
Wells Fargo
California
$11.6M -$6.52M -290,610 -36%
Bank of America
16
Bank of America
North Carolina
$10.3M -$2.09M -93,071 -17%
UBS Group
17
UBS Group
Switzerland
$7.97M +$5.29M +235,553 +200%
Raymond James Financial
18
Raymond James Financial
Florida
$7.94M -$2.47M -110,052 -24%
GAM
19
Gotham Asset Management
New York
$7.86M +$220K +9,816 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.85M +$343K +15,261 +5%
PA
21
PFG Advisors
Arizona
$7.26M +$230K +10,253 +3%
WCFP
22
White & Co Financial Planning
Washington
$7.13M +$173K +7,710 +2%
Osaic Holdings
23
Osaic Holdings
Arizona
$6.98M -$82.7K -3,686 -1%
HW
24
Hedeker Wealth
Illinois
$6.72M -$1.92M -85,325 -22%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.34M +$422K +18,798 +7%

SPLB Hedge Fund Activity: Q1 2025 in Review

167 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2025, worth a combined $740M — down 55% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SPLB positions and 17 closed out — a net gain of 25 holders — while 63 added to existing stakes and 45 trimmed.

The largest buyer was State Street, adding an estimated $140M. The largest seller was Milestone Asset Management, exiting entirely with an estimated $7.08M sold.

  • 167 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2025, up from 145 in Q4 2024.
  • Funds reported $740M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2025, down 55% quarter-over-quarter.
  • 42 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2025 and 17 closed out, a net change of +25 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2025 was State Street, an estimated $140M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2025 was Milestone Asset Management, an estimated $7.08M sold.

Based on aggregated 13F filings for Q1 2025.