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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

128 hedge funds and large institutions have $458M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

24% more capital invested

Capital invested by funds: $369M → $458M (+$88.7M)

12% more funds holding

Funds holding: 114 → 128 (+14)

2.79% more ownership

Funds ownership: 55.97% → 58.76% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 41

44% less call options, than puts

Call options by funds: $559K | Put options by funds: $1M

Holders
128
Holders Change
+14
Holders Change %
+12.28%
% of All Funds
1.87%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
40
Reduced
41
Closed
16
Calls
$559K
Puts
$1M
Net Calls
-$443K
Net Calls Change
-$109K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$32.5M
2
Bank of America
Bank of America
North Carolina
+$18.5M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$14.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$11.9M
5
Wells Fargo
Wells Fargo
California
+$11M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$35.1M
2
NI
NYL Investors
New York
-$9.59M
3
Legacy Financial Group (Iowa)
Legacy Financial Group (Iowa)
Iowa
-$5.45M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.23M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$2.61M +$2.39M +109,618 New
WF
27
Wayfinding Financial
Washington
$2.53M -$2.2M -100,945 -49%
BlackRock
28
BlackRock
New York
$2.41M -$2.4K -110 -0.1%
ECA
29
Elevated Capital Advisors
Utah
$2.11M -$56.1K -2,568 -3%
BCM
30
Brookstone Capital Management
Illinois
$1.96M +$1.8M +82,224 New
CJ
31
Caitlin John
Michigan
$1.93M +$1.78M +81,306 New
WP
32
WealthSource Partners
California
$1.92M +$1.41M +64,430 +398%
Ameriprise
33
Ameriprise
Minnesota
$1.85M +$988K +45,254 +139%
GLA
34
Good Life Advisors
Pennsylvania
$1.83M -$381K -17,446 -18%
AI
35
Atria Investments
North Carolina
$1.65M +$1.52M +69,528 New
SF
36
Synovus Financial
Georgia
$1.64M +$1.5M +68,842 New
JP Morgan Chase
37
JP Morgan Chase
New York
$1.57M -$2.76M -126,206 -66%
Prudential Financial
38
Prudential Financial
New Jersey
$1.33M -$667K -30,537 -35%
BCM
39
Boltwood Capital Management
California
$1.3M +$1.2M +54,775 New
AWM
40
AE Wealth Management
Kansas
$1.19M -$266K -12,179 -19%
AssetMark Inc
41
AssetMark Inc
California
$1.16M +$35.4K +1,619 +3%
KA
42
Kovack Advisors
Florida
$1.1M +$1.01M +46,252 New
PS
43
Principal Securities
Iowa
$1.02M +$937K +42,926 New
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$1.02M – – –
PA
45
Pineridge Advisors
Missouri
$1.01M +$931K +42,627 New
CA
46
CSM Advisors
Pennsylvania
$997K -$214K -9,800 -19%
NRA
47
NSI Retail Advisors
Pennsylvania
$997K -$214K -9,800 -19%
PAS
48
Park Avenue Securities
New York
$984K -$503K -23,034 -36%
T
49
TrueFG
Texas
$881K +$14.6K +668 +2%
IWC
50
Integrated Wealth Concepts
Massachusetts
$867K +$123K +5,624 +18%
1
2
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SPLB Hedge Fund Activity: Q4 2023 in Review

128 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2023, worth a combined $458M — up 24% from $369M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new SPLB positions and 16 closed out — a net gain of 14 holders — while 40 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.5M. The largest seller was Jane Street, exiting entirely with an estimated $35.1M sold.

  • 128 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2023, up from 114 in Q3 2023.
  • Funds reported $458M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2023, up 24% quarter-over-quarter.
  • 30 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2023 and 16 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $32.5M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2023 was Jane Street, an estimated $35.1M sold.

Based on aggregated 13F filings for Q4 2023.