State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
46 hedge funds and large institutions have $139M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
42% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 12
5% more capital invested
Capital invested by funds: $132M → $139M (+$6.72M)
2% less funds holding
Funds holding: 47 → 46 (-1)
5.76% less ownership
Funds ownership: 50.96% → 45.2% (-5.8%)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.1M |
| 2 |
FEG
Financial Enhancement Group
Anderson,
Indiana
|
+$12.9M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$4.57M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.48M |
| 5 |
AssetMark Inc
Concord,
California
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$18.9M |
| 2 |
NYLIM
New York Life Investment Management
New York
|
-$6.37M |
| 3 |
BCM
Bluefin Capital Management
New York
|
-$2.11M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.08M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.85M |
SPLB Hedge Fund Activity: Q1 2018 in Review
46 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2018, worth a combined $139M — up 5.1% from $132M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of SPLB and 8 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 17 added.
The largest buyer was Bank of America, adding an estimated $14.1M. The largest seller was WBI Investments, exiting entirely with an estimated $18.9M sold.
- 46 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2018, down from 47 in Q4 2017.
- Funds reported $139M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2018, up 5.1% quarter-over-quarter.
- 8 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2018 and 9 closed out, a net change of -1 holder.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2018 was Bank of America, an estimated $14.1M added.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2018 was WBI Investments, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2018.