We are live on ! Find out more
SPLB icon

State Street SPDR Portfolio Long Term Corporate Bond ETF

101 hedge funds and large institutions have $382M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

11% more capital invested

Capital invested by funds: $343M → $382M (+$38.4M)

10% more funds holding

Funds holding: 92101 (+9)

1.42% less ownership

Funds ownership: 53.8%52.38% (-1.4%)

Holders
101
Holders Change
+9
Holders Change %
+9.78%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
26
Vestmark Advisory Solutions
Massachusetts
$2.56M +$484K +20,897 +23%
ECA
27
Elevated Capital Advisors
Utah
$2.27M -$120K -5,180 -5%
VST
28
Van Strum & Towne
California
$1.95M +$172K +7,430 +10%
PAG
29
Private Advisor Group
New Jersey
$1.8M +$38.7K +1,671 +2%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$1.52M +$304K +13,113 +25%
EFS
31
Econ Financial Services
Pennsylvania
$1.51M +$54.5K +2,353 +4%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.41M -$116K -5,024 -8%
CI
33
Conning Inc
Connecticut
$1.4M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.35M +$911K +39,336 +209%
MML Investors Services
35
MML Investors Services
Massachusetts
$1.34M +$1.33M +57,586 New
CA
36
CSM Advisors
Pennsylvania
$1.26M
NRA
37
NSI Retail Advisors
Pennsylvania
$1.26M
AssetMark Inc
38
AssetMark Inc
California
$1.12M -$82.7K -3,570 -7%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$998K
JP Morgan Chase
40
JP Morgan Chase
New York
$937K -$47.3K -2,042 -5%
T
41
TrueFG
Texas
$890K +$91.8K +3,963 +12%
EDRH
42
Edmond de Rothschild Holding
Switzerland
$818K
Osaic Holdings
43
Osaic Holdings
Arizona
$817K +$132K +5,716 +19%
IA
44
Insight Advisors
Pennsylvania
$730K +$440 +19 +0.1%
IWM
45
IHT Wealth Management
Illinois
$649K +$199K +8,588 +44%
PTC
46
Private Trust Company
Ohio
$564K -$93 -4 -0%
Truist Financial
47
Truist Financial
North Carolina
$559K -$48.2K -2,082 -8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$543K -$1.03M -44,616 -66%
CA
49
CoreCap Advisors
Michigan
$451K +$449K +19,393 New
GWM
50
Geneos Wealth Management
Colorado
$445K +$81.6K +3,525 +23%

SPLB Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2023, worth a combined $382M — up 11% from $343M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPLB positions and 9 closed out — a net gain of 10 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.9M. The largest seller was Gradient Investments, cutting an estimated $42.8M.

  • 101 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2023, up from 92 in Q1 2023.
  • Funds reported $382M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2023 and 9 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2023 was LPL Financial, an estimated $26.9M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2023 was Gradient Investments, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2023.