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State Street SPDR Portfolio Long Term Corporate Bond ETF

63 hedge funds and large institutions have $214M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $186M → $214M (+$28.1M)

7% more funds holding

Funds holding: 5963 (+4)

7.15% less ownership

Funds ownership: 50.21%43.06% (-7.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
15
Increased
24
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cetera Advisors
Colorado
$19K +$19.3K +739 New
AIC
52
Ameritas Investment Company
Nebraska
$18K -$36.7K -1,407 -68%
CF
53
Centaurus Financial
California
$8.78K -$131 -5 -2%
FEG
54
Financial Enhancement Group
Indiana
$8K -$16.8M -645,320 -100%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$5K
JPLA
56
Joseph P. Lucia & Associates
New York
$4.99K +$3.5M +134,149 New
ADL
57
Asset Dedication LLC
California
$3K +$2.95K +113 New
PA
58
Parallel Advisors
California
$2K +$1.49K +57 New
ONB
59
Old National Bancorp
Indiana
-$9.61M -378,750 Closed
Citadel Advisors
60
Citadel Advisors
Florida
-$7.76M -305,626 Closed
CL
61
Cabana LLC
Arkansas
-$955K -37,619 Closed
RJA
62
Raymond James & Associates
Florida
-$777K -30,627 Closed
FIA
63
Foundations Investment Advisors
Arizona
-$459K -17,487 Closed
TSS
64
Two Sigma Securities
New York
-$229K -9,025 Closed
NFG
65
Next Financial Group
Texas
-$63K -2,477 Closed
MOS
66
MGO One Seven
Ohio
-$16K -660 Closed
W
67
WealthOne
New York
-$3K -103 Closed
SWM
68
SeaCrest Wealth Management
New York
-$1K -25 Closed
TFA
69
Transamerica Financial Advisors
Florida
-$1K -8 Closed
Barclays
70
Barclays
United Kingdom
+$26 +1 New
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
+$26 +1 New
FNC
72
First National Corp
Massachusetts
+$104 +4 New

SPLB Hedge Fund Activity: Q1 2019 in Review

63 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2019, worth a combined $214M — up 15% from $186M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPLB positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Kemper, opening a new position worth an estimated $44.2M. The largest seller was Financial Enhancement Group, cutting an estimated $16.8M.

  • 63 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2019, up from 59 in Q4 2018.
  • Funds reported $214M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2019 was Kemper, an estimated $44.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2019 was Financial Enhancement Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2019.