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State Street SPDR Portfolio Long Term Corporate Bond ETF

100 hedge funds and large institutions have $352M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

79% more capital invested

Capital invested by funds: $197M → $352M (+$155M)

64% more funds holding

Funds holding: 61100 (+39)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12.19% more ownership

Funds ownership: 35.92%48.11% (+12%)

Holders
100
Holders Change
+39
Holders Change %
+63.93%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
45
Increased
36
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
26
Horst & Graben Wealth Management
Oregon
$2.92M +$2.8M +91,984 New
GFPC
27
Global Financial Private Capital
Florida
$2.56M +$2.46M +80,808 New
RCA
28
Rowland Carmichael Advisors
Arizona
$1.85M +$1.78M +58,383 New
MML Investors Services
29
MML Investors Services
Massachusetts
$1.8M +$1.73M +56,917 New
CCP
30
Cardan Capital Partners
Colorado
$1.66M +$613K +20,120 +63%
AF
31
Advisornet Financial
Minnesota
$1.48M +$1.27M +41,565 +835%
APW
32
Austin Private Wealth
Texas
$1.4M +$1.34M +44,057 New
Mariner
33
Mariner
Kansas
$1.28M
T
34
TrueFG
Texas
$1.05M -$52.4K -1,722 -5%
UBS Group
35
UBS Group
Switzerland
$1.05M -$1.01M -33,148 -50%
LWS
36
Lucia Wealth Services
California
$1.04M +$322K +10,590 +47%
PA
37
PFG Advisors
Arizona
$1.02M -$17.2K -566 -2%
APC
38
Aspire Private Capital
North Carolina
$1.02M +$976K +32,072 New
AWM
39
AE Wealth Management
Kansas
$1.01M +$633K +20,789 +188%
Stifel Financial
40
Stifel Financial
Missouri
$869K +$834K +27,398 New
SS
41
Simplicity Solutions
Minnesota
$867K +$833K +27,348 New
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$786K +$654K +21,478 +646%
US Bancorp
43
US Bancorp
Minnesota
$774K +$720K +23,642 +2,955%
OMC
44
Old Mission Capital
Illinois
$772K +$263K +8,644 +55%
JPLA
45
Joseph P. Lucia & Associates
New York
$635K +$64.3K +2,112 +12%
SFS
46
Sowell Financial Services
Arkansas
$556K +$519K +17,038 +3,334%
TCA
47
Transcend Capital Advisors
New Jersey
$551K +$530K +17,395 New
BAM
48
Belpointe Asset Management
Nevada
$541K +$519K +17,061 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$538K -$5.68M -186,551 -92%
MA
50
Mutual Advisors
Nebraska
$529K -$1.78M -58,462 -78%

SPLB Hedge Fund Activity: Q2 2020 in Review

100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2020, worth a combined $352M — up 79% from $197M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPLB positions and 6 closed out — a net gain of 39 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $67.5M. The largest seller was Jane Street, cutting an estimated $24.3M.

  • 100 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2020, up from 61 in Q1 2020.
  • Funds reported $352M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2020, up 79% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2020 was State Street, an estimated $67.5M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.