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State Street SPDR Portfolio Long Term Corporate Bond ETF

63 hedge funds and large institutions have $214M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $186M → $214M (+$28.1M)

7% more funds holding

Funds holding: 5963 (+4)

7.15% less ownership

Funds ownership: 50.21%43.06% (-7.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
15
Increased
24
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
26
Rowland Carmichael Advisors
Arizona
$981K +$944K +36,162 New
BCM
27
Bluefin Capital Management
New York
$958K +$922K +35,302 New
CCP
28
Cardan Capital Partners
Colorado
$952K -$3.41M -130,562 -79%
WP
29
WealthSource Partners
California
$936K +$900K +34,486 New
PA
30
PFG Advisors
Arizona
$758K +$9.48K +363 +1%
AG
31
Advisor Group
Arizona
$757K +$69.2K +2,651 +11%
UBS Group
32
UBS Group
Switzerland
$756K -$22.2K -850 -3%
OMC
33
Old Mission Capital
Illinois
$457K +$440K +16,849 New
LFG
34
LifePlan Financial Group
Ohio
$432K +$173K +6,621 +71%
LFGH
35
Lee Financial Group Hawaii
Hawaii
$335K +$60K +2,299 +23%
CAM
36
Concorde Asset Management
Michigan
$320K +$11.3K +431 +4%
Goldman Sachs
37
Goldman Sachs
New York
$300K +$289K +11,056 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$252K +$47.7K +1,828 +24%
SB
39
Suntrust Banks
Georgia
$249K +$30.7K +1,177 +13%
GWM
40
Geneos Wealth Management
Colorado
$237K +$78.6K +3,010 +53%
RA
41
RFG Advisory
Alabama
$222K +$213K +8,169 New
QCIG
42
Quad-Cities Investment Group
Iowa
$121K +$19.9K +764 +21%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$101K +3,858 +655%
APA
44
American Portfolios Advisors
New York
$111K -$15.3K -588 -13%
IA
45
IFP Advisors
Florida
$81K -$15.5K -594 -17%
NEAM
46
New England Asset Management
Connecticut
$81K
CIAS
47
Capital Investment Advisory Services
North Carolina
$67K -$21.1K -808 -25%
WP
48
WealthShield Partners
North Carolina
$62K +$2.77K +106 +5%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$36K
Citigroup
50
Citigroup
New York
$33K -$31.3K -1,200 -50%

SPLB Hedge Fund Activity: Q1 2019 in Review

63 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2019, worth a combined $214M — up 15% from $186M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPLB positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Kemper, opening a new position worth an estimated $44.2M. The largest seller was Financial Enhancement Group, cutting an estimated $16.8M.

  • 63 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2019, up from 59 in Q4 2018.
  • Funds reported $214M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2019 was Kemper, an estimated $44.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2019 was Financial Enhancement Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2019.