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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
HAS
76
HBW Advisory Services
California
$201K +$212K +9,480 New
CFGS
77
Concourse Financial Group Securities
Alabama
$193K -$128K -5,713 -39%
EWA
78
EP Wealth Advisors
California
$167K -$181K -8,109 -51%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$140K -$27.5K -1,232 -16%
AIC
80
Archer Investment Corporation
Indiana
$139K
NCM
81
Northwest Capital Management
Oregon
$138K -$27.6K -1,233 -16%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$86.7K +$23.2K +1,037 +33%
Comerica Bank
83
Comerica Bank
Texas
$81.7K +$85.9K +3,845 New
GI
84
Gradient Investments
Minnesota
$79.4K -$149K -6,667 -64%
SS
85
Sunbelt Securities
Texas
$69.1K
Simplex Trading
86
Simplex Trading
Illinois
$66K +$70.1K +3,138 New
NEAM
87
New England Asset Management
Connecticut
$63.7K
SIS
88
Sound Income Strategies
Florida
$52.7K -$5.59K -250 -9%
KFS
89
Kelly Financial Services
Massachusetts
$33.9K +$35.7K +1,598 New
CP
90
Castleview Partners
Texas
$26.7K -$17.4K -779 -38%
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$21.2K +$22.4K +1,000 New
TAM
92
Tucker Asset Management
Colorado
$18.6K -$2.23K -100 -10%
GRP
93
Global Retirement Partners
California
$17.2K +$9.72K +435 +111%
CFD
94
Creative Financial Designs
Indiana
$17.2K
IHWM
95
Iron Horse Wealth Management
Iowa
$10.8K +$134 +6 +1%
VAG
96
VisionPoint Advisory Group
Texas
$10.5K +$11K +493 New
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$9.56K +$10.1K +450 New
GFPC
98
Global Financial Private Client
Florida
$8.05K
SPIA
99
Steward Partners Investment Advisory
New York
$7.19K +$2.08K +93 +38%
AF
100
Advisornet Financial
Minnesota
$5.95K

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.