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State Street SPDR Portfolio Long Term Corporate Bond ETF

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: 100108 (+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: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CC
51
Copperleaf Capital
North Carolina
$698K +$714K +21,968 New
MA
52
Mutual Advisors
Nebraska
$685K +$158K +4,863 +29%
IA
53
IndexIQ Advisors
New York
$652K +$666K +20,495 +85,396%
Bank of New York Mellon
54
Bank of New York Mellon
New York
$645K +$393K +12,095 +148%
BAM
55
Belpointe Asset Management
Nevada
$632K +$92.2K +2,839 +17%
CAS
56
Cascadia Advisory Services
Oregon
$625K +$204K +6,277 +47%
SWA
57
Stratos Wealth Advisors
Ohio
$597K +$362K +11,148 +146%
CFD
58
Creative Financial Designs
Indiana
$581K +$565K +17,409 +2,027%
TFA
59
Teamwork Financial Advisors
Texas
$580K +$593K +18,252 New
LFG
60
LifePlan Financial Group
Ohio
$569K +$72.5K +2,231 +14%
TCA
61
Transcend Capital Advisors
New Jersey
$562K +$9.78K +301 +2%
US Bancorp
62
US Bancorp
Minnesota
$556K -$226K -6,948 -28%
SB
63
Strategic Blueprint
Georgia
$540K +$58.4K +1,798 +12%
HI
64
Horizon Investments
North Carolina
$532K +$265K +8,150 +95%
SFS
65
Sowell Financial Services
Arkansas
$513K -$45.4K -1,399 -8%
ASN
66
Advisory Services Network
Georgia
$408K +$44.7K +1,376 +12%
GWM
67
Geneos Wealth Management
Colorado
$407K +$12.3K +380 +3%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$363K +$24.1K +741 +7%
Goldman Sachs
69
Goldman Sachs
New York
$356K +$119K +3,669 +49%
ACS
70
Archford Capital Strategies
Illinois
$351K +$47.1K +1,449 +15%
Truist Financial
71
Truist Financial
North Carolina
$342K +$350K +10,772 New
RFN
72
RDA Financial Network
Iowa
$340K -$552 -17 -0.2%
PAS
73
Park Avenue Securities
New York
$333K +$4.94K +152 +1%
NFG
74
Next Financial Group
Texas
$318K +$69.5K +2,141 +27%
ACM
75
AlphaStar Capital Management
North Carolina
$305K +$26.2K +808 +9%

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.