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State Street SPDR Portfolio Long Term Corporate Bond ETF

114 hedge funds and large institutions have $369M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 30 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

13% more funds holding

Funds holding: 101114 (+13)

3.58% more ownership

Funds ownership: 52.38%55.97% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less capital invested

Capital invested by funds: $382M → $369M (-$12.8M)

23% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 39

42% less call options, than puts

Call options by funds: $467K | Put options by funds: $801K

Holders
114
Holders Change
+13
Holders Change %
+12.87%
% of All Funds
1.81%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
31
Increased
30
Reduced
39
Closed
18
Calls
$467K
Puts
$801K
Net Calls
-$334K
Net Calls Change
-$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$542K -$2.44M -109,184 -81%
Truist Financial
52
Truist Financial
North Carolina
$527K +$17.6K +786 +3%
PTC
53
Private Trust Company
Ohio
$515K -$179 -8 -0%
AA
54
Advisory Alpha
Michigan
$511K +$129K +5,752 +31%
GWM
55
Geneos Wealth Management
Colorado
$447K +$43K +1,926 +10%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$377K -$904K -40,447 -70%
WP
57
WealthSource Partners
California
$344K +$362K +16,180 New
HI
58
Harbour Investments
Wisconsin
$338K -$12.7K -566 -3%
CA
59
CoreCap Advisors
Michigan
$332K -$83.7K -3,745 -19%
IWM
60
IHT Wealth Management
Illinois
$322K -$285K -12,739 -46%
NA
61
NewEdge Advisors
Louisiana
$313K -$20.9K -934 -6%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$305K +$310K +13,880 +2,815%
AIA
63
Ally Invest Advisors
North Carolina
$295K +$89.1K +3,985 +40%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$291K -$6.79M -303,937 -96%
Citadel Advisors
65
Citadel Advisors
Florida
$282K +$297K +13,272 New
BS
66
Banco Santander
Spain
$272K +$286K +12,795 New
CA
67
Cetera Advisors
Colorado
$256K +$270K +12,074 New
KAS
68
Kestra Advisory Services
Texas
$256K -$49K -2,192 -15%
SFC
69
Strategic Financial Concepts
Texas
$251K +$265K +11,838 New
PFS
70
Prospera Financial Services
Texas
$251K +$264K +11,800 New
VA
71
Valmark Advisers
Ohio
$250K
MA
72
Mutual Advisors
Nebraska
$237K +$55.5K +2,483 +29%
Renaissance Technologies
73
Renaissance Technologies
New York
$219K +$230K +10,300 New
HAG
74
HF Advisory Group
Maryland
$219K +$12.5K +560 +6%
SFS
75
Sowell Financial Services
Arkansas
$212K +$224K +10,004 New

SPLB Hedge Fund Activity: Q3 2023 in Review

114 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2023, worth a combined $369M — down 3.4% from $382M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SPLB positions and 18 closed out — a net gain of 13 holders — while 30 added to existing stakes and 39 trimmed.

The largest buyer was Jane Street, adding an estimated $34.4M. The largest seller was State Street, cutting an estimated $30.3M.

  • 114 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2023, up from 101 in Q2 2023.
  • Funds reported $369M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 31 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2023 and 18 closed out, a net change of +13 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2023 was Jane Street, an estimated $34.4M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2023 was State Street, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2023.