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State Street SPDR Portfolio Long Term Corporate Bond ETF

141 hedge funds and large institutions have $522M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $802K | Put options by funds: $176K

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

15% more capital invested

Capital invested by funds: $453M → $522M (+$68.8M)

14.22% more ownership

Funds ownership: 58.42%72.64% (+14%)

1% less funds holding

Funds holding: 142141 (-1)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
57
Reduced
38
Closed
24
Calls
$802K
Puts
$176K
Net Calls
+$626K
Net Calls Change
+$786K
Name Holding Trade Value Shares
Change
Change in
Stake
CCMG
51
Clark Capital Management Group
Pennsylvania
$2.08M -$7.74M -329,218 -79%
ECA
52
Elevated Capital Advisors
Utah
$1.93M -$98.8K -4,201 -5%
First Trust Advisors
53
First Trust Advisors
Illinois
$1.68M +$1.64M +69,658 New
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$1.55M +$1.5M +63,993 New
PS
55
Principal Securities
Iowa
$1.52M -$2.59M -110,337 -64%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.39M +$1.36M +57,641 New
SA
57
Sanctuary Advisors
Indiana
$1.29M -$135K -5,747 -9%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.28M +$32.9K +1,398 +3%
BCM
59
Boltwood Capital Management
California
$1.24M -$18.2K -775 -1%
Mariner
60
Mariner
Kansas
$1.19M +$1.15M +49,081 New
AssetMark Inc
61
AssetMark Inc
California
$1.05M -$6.61K -281 -0.6%
IWC
62
Integrated Wealth Concepts
Massachusetts
$1.05M +$23.2K +986 +2%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.04M
IA
64
Insight Advisors
Pennsylvania
$923K +$27K +1,149 +3%
T
65
TrueFG
Texas
$911K +$19.2K +817 +2%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$910K +$31.4K +1,336 +4%
TFA
67
Transamerica Financial Advisors
Florida
$900K +$875K +37,227 +930,675%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$880K +$620K +26,389 +263%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$832K -$3.08M -131,013 -79%
TSS
70
Two Sigma Securities
New York
$811K +$452K +19,207 +134%
PTC
71
Private Trust Company
Ohio
$791K +$178K +7,574 +30%
EH
72
Equitable Holdings
New York
$781K +$446K +18,959 +142%
AA
73
Advisory Alpha
Michigan
$752K +$148K +6,284 +25%
JWCA
74
J.W. Cole Advisors
Florida
$699K +$681K +28,946 New
GWM
75
Geneos Wealth Management
Colorado
$697K +$176K +7,476 +35%

SPLB Hedge Fund Activity: Q3 2024 in Review

141 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2024, worth a combined $522M — up 15% from $453M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SPLB and 23 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 57 added.

The largest buyer was International Assets Investment Management, adding an estimated $218M. The largest seller was Envestnet Asset Management, cutting an estimated $20.6M.

  • 141 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2024, down from 142 in Q2 2024.
  • Funds reported $522M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2024 and 24 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $218M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.