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State Street SPDR Portfolio Long Term Corporate Bond ETF

142 hedge funds and large institutions have $453M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

8% more funds holding

Funds holding: 132142 (+10)

7% more capital invested

Capital invested by funds: $425M → $453M (+$28.9M)

3.78% more ownership

Funds ownership: 54.63%58.42% (+3.8%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

38% less call options, than puts

Call options by funds: $257K | Put options by funds: $417K

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
62
Reduced
35
Closed
14
Calls
$257K
Puts
$417K
Net Calls
-$160K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$3.95M +$3.69M +163,751 +1,442%
PS
27
Principal Securities
Iowa
$3.91M +$1.93M +85,720 +98%
VST
28
Van Strum & Towne
California
$3.81M +$21.4K +950 +0.6%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$3.73M +$1.62M +71,820 +77%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$3.73M +$266K +11,803 +8%
CJ
31
Caitlin John
Michigan
$3.56M +$193K +8,555 +6%
SA
32
Strategic Advocates
Utah
$3.45M +$3.45M +153,210 New
Truist Financial
33
Truist Financial
North Carolina
$3.36M +$8.02K +356 +0.2%
Citadel Advisors
34
Citadel Advisors
Florida
$3.33M +$3.31M +146,863 +24,477%
Prudential Financial
35
Prudential Financial
New Jersey
$3.32M +$1.81M +80,399 +120%
IA
36
IFP Advisors
Florida
$3.23M +$208K +9,246 +7%
BCM
37
Brookstone Capital Management
Illinois
$2.8M +$33.6K +1,491 +1%
CI
38
Conning Inc
Connecticut
$2.8M
PAG
39
Private Advisory Group
Washington
$2.72M +$2.72M +120,593 New
RJA
40
Raymond James & Associates
Florida
$2.67M +$2.67M +118,238 New
OMC
41
Old Mission Capital
Illinois
$2.6M +$1.68M +74,610 +184%
Osaic Holdings
42
Osaic Holdings
Arizona
$2.44M -$2.6M -115,249 -52%
BlackRock
43
BlackRock
New York
$2.35M +$26.5K +1,177 +1%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.27M +$306K +13,594 +16%
FTS
45
Fifth Third Securities
Ohio
$2.07M +$385K +17,070 +23%
GLA
46
Good Life Advisors
Pennsylvania
$1.92M +$8.95K +397 +0.5%
ECA
47
Elevated Capital Advisors
Utah
$1.9M -$76.9K -3,412 -4%
SF
48
Synovus Financial
Georgia
$1.87M +$76.9K +3,411 +4%
PAS
49
Park Avenue Securities
New York
$1.82M +$848K +37,624 +88%
AA
50
Axiom Advisory
California
$1.76M +$1.76M +78,225 New

SPLB Hedge Fund Activity: Q2 2024 in Review

142 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2024, worth a combined $453M — up 6.8% from $425M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPLB positions and 14 closed out — a net gain of 12 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $17.9M sold.

  • 142 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2024, up from 132 in Q1 2024.
  • Funds reported $453M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $11.3M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2024.