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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

108 hedge funds and large institutions have $393M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 25 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 25

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

12% more capital invested

Capital invested by funds: $352M → $393M (+$40.9M)

8% more funds holding

Funds holding: 100 → 108 (+8)

0.87% less ownership

Funds ownership: 48.11% → 47.24% (-0.87%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
20
Increased
54
Reduced
25
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$23.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.26M
3
5L
55I LLC
Massachusetts
+$4.06M
4
LPL Financial
LPL Financial
California
+$3.81M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$7.59M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.09M
3
TFA
Transamerica Financial Advisors
Florida
-$3.06M
4
AssetMark Inc
AssetMark Inc
California
-$2.52M
5
Jane Street
Jane Street
New York
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.45M -$713K -21,943 -22%
APW
27
Austin Private Wealth
Texas
$2.12M +$739K +22,744 +52%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.05M +$244K +7,510 +13%
RCA
29
Rowland Carmichael Advisors
Arizona
$1.99M +$138K +4,249 +7%
T
30
TRUADVICE
Florida
$1.87M +$1.92M +59,134 New
HAS
31
HBW Advisory Services
California
$1.86M +$1.42M +43,645 +291%
CCP
32
Cardan Capital Partners
Colorado
$1.75M +$89.9K +2,768 +5%
First Trust Advisors
33
First Trust Advisors
Illinois
$1.58M -$3.09M -95,274 -66%
FCA
34
FLC Capital Advisors
California
$1.54M +$1.57M +48,295 New
FFN
35
Focus Financial Network
Minnesota
$1.52M +$1.55M +47,824 New
Mariner
36
Mariner
Kansas
$1.28M – – –
AF
37
Advisornet Financial
Minnesota
$1.16M -$330K -10,171 -22%
CF
38
Centaurus Financial
California
$1.11M +$1.14M +35,008 New
T
39
TrueFG
Texas
$1.09M +$38K +1,169 +4%
PA
40
PFG Advisors
Arizona
$1.05M +$55.2K +1,700 +5%
APC
41
Aspire Private Capital
North Carolina
$1.05M +$28.8K +888 +3%
UBS Group
42
UBS Group
Switzerland
$1.02M -$28K -862 -3%
LWS
43
Lucia Wealth Services
California
$970K -$76.3K -2,350 -7%
Stifel Financial
44
Stifel Financial
Missouri
$946K +$77K +2,369 +9%
RA
45
RFG Advisory
Alabama
$944K +$664K +20,432 +220%
SMG
46
Smart Money Group
Texas
$903K +$922K +28,385 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$893K +$107K +3,288 +13%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$823K +$535K +16,457 +174%
JPLA
49
Joseph P. Lucia & Associates
New York
$781K +$148K +4,557 +23%
AWM
50
AE Wealth Management
Kansas
$749K -$269K -8,282 -26%
1
2
3 4 5

SPLB Hedge Fund Activity: Q3 2020 in Review

108 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2020, worth a combined $393M — up 12% from $352M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SPLB positions and 10 closed out — a net gain of 10 holders — while 54 added to existing stakes and 25 trimmed.

The largest buyer was State Street, adding an estimated $23.3M. The largest seller was NewSquare Capital, cutting an estimated $7.59M.

  • 108 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2020, up from 100 in Q2 2020.
  • Funds reported $393M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2020, up 12% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2020 and 10 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2020 was State Street, an estimated $23.3M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2020 was NewSquare Capital, an estimated $7.59M sold.

Based on aggregated 13F filings for Q3 2020.