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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

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: 100 → 108 (+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: 3 → 2 (-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
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$23.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.26M
3
5L
55I LLC
Massachusetts
+$4.06M
4
LPL Financial
LPL Financial
California
+$3.81M
5
Verition Fund Management
Verition Fund Management
Connecticut
+$3.19M

Top Sellers

Rank Fund Capital Flow
1
NC
NewSquare Capital
Pennsylvania
-$7.59M
2
First Trust Advisors
First Trust Advisors
Illinois
-$3.09M
3
TFA
Transamerica Financial Advisors
Florida
-$3.06M
4
AssetMark Inc
AssetMark Inc
California
-$2.52M
5
Jane Street
Jane Street
New York
-$2.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
76
LexAurum Advisors
Kansas
$296K +$302K +9,304 New
WP
77
WealthPLAN Partners
Nebraska
$279K +$282K +8,693 New
FFS
78
Founders Financial Securities
Maryland
$266K -$9.29K -286 -3%
CAAS
79
Capital Asset Advisory Services
Michigan
$258K -$27.1K -833 -9%
OAP
80
One Advisory Partners
Kansas
$248K -$154K -4,732 -38%
CFGS
81
Concourse Financial Group Securities
Alabama
$236K +$26.5K +817 +12%
CIAS
82
Capital Investment Advisory Services
North Carolina
$224K +$6.92K +213 +3%
BHWM
83
Bay Harbor Wealth Management
Maryland
$152K -$62.9K -1,935 -29%
APA
84
American Portfolios Advisors
New York
$131K – – –
Northwestern Mutual Wealth Management
85
Northwestern Mutual Wealth Management
Wisconsin
$116K +$109K +3,360 +1,213%
AAM
86
Advisors Asset Management
Colorado
$96K +$69.7K +2,147 +245%
NEAM
87
New England Asset Management
Connecticut
$95K – – –
TCOV
88
Trust Company of Vermont
Vermont
$60K – – –
LWM
89
Liberty Wealth Management
California
$41K +$41.5K +1,277 New
APWA
90
Atlas Private Wealth Advisors
New Jersey
$36K – – –
TFA
91
Transamerica Financial Advisors
Florida
$33K -$3.06M -94,247 -99%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$33K +$33.9K +1,043 New
Fifth Third Bancorp
93
Fifth Third Bancorp
Ohio
$32K +$32.5K +1,000 New
IA
94
IFP Advisors
Florida
$30K +$32.2K +992 New
Citigroup
95
Citigroup
New York
$25K -$13.8K -426 -35%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$18K -$31.1K -957 -63%
Deutsche Bank
97
Deutsche Bank
Germany
$18K -$6.4K -197 -26%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$18K – – –
GFPC
99
Global Financial Private Client
Florida
$14K -$32K -985 -69%
WT
100
Washington Trust
Rhode Island
$13K – – –
1 2 3
4
5

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.