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State Street SPDR Portfolio Long Term Corporate Bond ETF

66 hedge funds and large institutions have $296M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

38% more capital invested

Capital invested by funds: $214M → $296M (+$82.1M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 6366 (+3)

3.88% more ownership

Funds ownership: 43.06%46.94% (+3.9%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
27
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
26
IndexIQ Advisors
New York
$1.86M -$1.96M -71,399 -52%
RCA
27
Rowland Carmichael Advisors
Arizona
$1.74M +$669K +24,407 +67%
Wells Fargo
28
Wells Fargo
California
$1.7M -$2.78M -101,535 -63%
FIMS
29
FBL Investment Management Services
Iowa
$1.64M
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$1.53M +$293K +10,687 +25%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.46M +$258K +9,428 +23%
ACM
32
AlphaStar Capital Management
North Carolina
$1.27M +$128K +4,663 +12%
AG
33
Advisor Group
Arizona
$1.27M +$443K +16,165 +58%
CCP
34
Cardan Capital Partners
Colorado
$1.18M +$165K +6,031 +17%
Mariner
35
Mariner
Kansas
$1.15M -$8.06K -294 -0.7%
PA
36
PFG Advisors
Arizona
$823K +$20.2K +737 +3%
UBS Group
37
UBS Group
Switzerland
$801K
OMC
38
Old Mission Capital
Illinois
$798K +$299K +10,895 +65%
Stifel Financial
39
Stifel Financial
Missouri
$759K +$720K +26,257 New
JPLA
40
Joseph P. Lucia & Associates
New York
$525K -$3.18M -115,889 -86%
LFG
41
LifePlan Financial Group
Ohio
$521K +$59.7K +2,178 +14%
AWM
42
AE Wealth Management
Kansas
$504K +$481K +17,534 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$423K -$694K -25,320 -63%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$407K +$134K +4,882 +53%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$344K +$328K +11,959 New
GWM
46
Geneos Wealth Management
Colorado
$259K +$7.54K +275 +3%
CF
47
Centaurus Financial
California
$252K +$234K +8,541 +3,589%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$60.1K +2,191 +49%
QCIG
49
Quad-Cities Investment Group
Iowa
$128K +$137 +5 +0.1%
GTAM
50
Global Trust Asset Management
Florida
$127K +$121K +4,425 New

SPLB Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2019, worth a combined $296M — up 38% from $214M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPLB positions and 10 closed out — a net gain of 4 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $24.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.49M.

  • 66 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2019, up from 63 in Q1 2019.
  • Funds reported $296M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2019, up 38% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2019 and 10 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $24.1M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2019 was Susquehanna International Group, an estimated $6.49M sold.

Based on aggregated 13F filings for Q2 2019.