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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

47 hedge funds and large institutions have $132M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

31% more funds holding

Funds holding: 36 → 47 (+11)

7% more capital invested

Capital invested by funds: $123M → $132M (+$9.06M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

27.98% less ownership

Funds ownership: 78.93% → 50.96% (-28%)

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
14
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WI
WBI Investments
New Jersey
+$18.6M
2
FEG
Financial Enhancement Group
Indiana
+$11.3M
3
SMM
Stadion Money Management
Georgia
+$6.32M
4
Bank of America
Bank of America
North Carolina
+$2.17M
5
RJA
Raymond James & Associates
Florida
+$2.03M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$23.5M
2
AssetMark Inc
AssetMark Inc
California
-$11M
3
Jane Street
Jane Street
New York
-$6.6M
4
GFPC
Global Financial Private Capital
Florida
-$2.81M
5
Wells Fargo
Wells Fargo
California
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$388K -$184K -6,524 -33%
PA
27
PFG Advisors
Arizona
$348K +$343K +12,161 New
PAG
28
Private Advisory Group
Washington
$317K +$312K +11,065 New
AG
29
Advisor Group
Arizona
$229K +$146K +5,188 +185%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$186K +$76.7K +2,720 +72%
APA
31
American Portfolios Advisors
New York
$151K +$149K +5,276 New
ECM
32
Exchange Capital Management
Michigan
$141K -$27.9K -988 -17%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$116K -$108K -3,843 -49%
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$103K -$146K -5,172 -59%
NEAM
35
New England Asset Management
Connecticut
$86K +$84.6K +3,000 New
Citigroup
36
Citigroup
New York
$69K – – –
JP Morgan Chase
37
JP Morgan Chase
New York
$48K -$28 -1 -0.1%
GWM
38
Geneos Wealth Management
Colorado
$31K +$30.7K +1,090 New
AF
39
Advisornet Financial
Minnesota
$29K +$29K +1,027 New
IA
40
IFP Advisors
Florida
$19K -$4.43K -157 -19%
MOS
41
MGO One Seven
Ohio
$19K +$18.6K +660 New
FANJ
42
Financial Architects (New Jersey)
New Jersey
$15K +$15.3K +541 New
WAP
43
Wealthcare Advisory Partners
Pennsylvania
$6K – – –
SWM
44
SeaCrest Wealth Management
New York
$2K +$2.12K +75 New
TFA
45
Transamerica Financial Advisors
Florida
$1K – – –
GFPC
46
Global Financial Private Capital
Florida
– -$2.81M -100,011 Closed
SEI Investments
47
SEI Investments
Pennsylvania
– -$1K -35 Closed
ASN
48
Advisory Services Network
Georgia
– -$28 -1 -50%
Parallax Volatility Advisers
49
Parallax Volatility Advisers
California
– -$28 -1 -50%
1
2

SPLB Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2017, worth a combined $132M — up 7.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPLB positions and 2 closed out — a net gain of 11 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $18.6M. The largest seller was State Street, cutting an estimated $23.5M.

  • 47 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2017, up from 36 in Q3 2017.
  • Funds reported $132M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2017 and 2 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2017 was WBI Investments, an estimated $18.6M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2017 was State Street, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2017.