State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
34 hedge funds and large institutions have $66.3M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 3 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
20% more capital invested
Capital invested by funds: $55.2M → $66.3M (+$11.1M)
3.82% more ownership
Funds ownership: 47.05% → 50.87% (+3.8%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less funds holding
Funds holding: 35 → 34 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$11M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.92M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.01M |
| 5 |
Wolverine Trading
Chicago,
Illinois
|
+$904K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$1.31M |
| 2 |
Morgan Stanley
New York
|
-$944K |
| 3 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$279K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$139K |
| 5 |
Neuberger Berman Group
New York
|
-$130K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $67K | +$11.1K | +411 | +20% |
|
|
MFS
27
MSI Financial Services
Springfield,
Massachusetts
| $62K | +$9.72K | +360 | +18% |
|
28
JP Morgan Chase
New York
| $47K | – | – | – |
|
29
Citigroup
New York
| $30K | +$14.2K | +525 | +88% |
|
|
IA
30
IFP Advisors
Tampa,
Florida
| $19K | +$162 | +6 | +0.9% |
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $3K | – | – | – |
|
32
SEI Investments
Oaks,
Pennsylvania
| $2K | +$1.67K | +62 | New |
|
|
TFA
33
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | +$27 | +1 | +50% |
|
|
EDRH
34
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$279K | -9,750 | Closed |
|
|
PVH
35
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$14K | -507 | Closed |
|
36
Creative Planning
Overland Park,
Kansas
| – | -$2K | -59 | Closed |
|
SPLB Hedge Fund Activity: Q4 2016 in Review
34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2016, worth a combined $66.3M — up 20% from $55.2M a quarter earlier.
Fund positioning in SPLB was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 10 trimmed.
The largest buyer was Stadion Money Management, adding an estimated $11M. The largest seller was State Street, cutting an estimated $1.31M.
- 34 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2016, down from 35 in Q3 2016.
- Funds reported $66.3M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2016, up 20% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2016 was Stadion Money Management, an estimated $11M added.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2016 was State Street, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2016.