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State Street SPDR Portfolio Long Term Corporate Bond ETF

142 hedge funds and large institutions have $453M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 62 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

77% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 35

8% more funds holding

Funds holding: 132142 (+10)

7% more capital invested

Capital invested by funds: $425M → $453M (+$28.9M)

3.78% more ownership

Funds ownership: 54.63%58.42% (+3.8%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

38% less call options, than puts

Call options by funds: $257K | Put options by funds: $417K

Holders
142
Holders Change
+10
Holders Change %
+7.58%
% of All Funds
2.05%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
26
Increased
62
Reduced
35
Closed
14
Calls
$257K
Puts
$417K
Net Calls
-$160K
Net Calls Change
+$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
76
Kestra Advisory Services
Texas
$467K +$467K +20,704 New
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$430K -$4.77M -211,631 -92%
BS
78
Banco Santander
Spain
$416K
Goldman Sachs
79
Goldman Sachs
New York
$396K +$396K +17,548 New
NA
80
NewEdge Advisors
Louisiana
$361K +$35.8K +1,587 +11%
HI
81
Harbour Investments
Wisconsin
$357K -$451 -20 -0.1%
HAG
82
HF Advisory Group
Maryland
$338K +$23.1K +1,025 +7%
IWM
83
IHT Wealth Management
Illinois
$329K -$4.62K -205 -1%
TSS
84
Two Sigma Securities
New York
$324K +$324K +14,371 New
EH
85
Equitable Holdings
New York
$301K +$301K +13,361 New
MA
86
Mutual Advisors
Nebraska
$298K +$292K +12,963 New
RCM
87
Raleigh Capital Management
North Carolina
$298K +$115K +5,095 +63%
AI
88
Atria Investments
North Carolina
$294K +$294K +13,034 New
BRWA
89
B. Riley Wealth Advisors
Florida
$291K +$291K +12,899 New
CA
90
CoreCap Advisors
Michigan
$273K -$32.5K -1,444 -11%
VA
91
Valmark Advisers
Ohio
$271K +$5.86K +260 +2%
HAS
92
HBW Advisory Services
California
$245K +$26.9K +1,192 +12%
PFS
93
Prospera Financial Services
Texas
$229K -$116K -5,151 -34%
SFS
94
Sowell Financial Services
Arkansas
$228K +$228K +10,114 New
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$226K -$3.44M -152,504 -94%
WP
96
WealthShield Partners
North Carolina
$225K +$97.1K +4,306 +76%
GFPC
97
Global Financial Private Client
Florida
$221K
CCAL
98
City Center Advisors LLC
Michigan
$201K
EWA
99
EP Wealth Advisors
California
$184K +$2.3K +102 +1%
AIC
100
Archer Investment Corporation
Indiana
$148K

SPLB Hedge Fund Activity: Q2 2024 in Review

142 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2024, worth a combined $453M — up 6.8% from $425M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SPLB positions and 14 closed out — a net gain of 12 holders — while 62 added to existing stakes and 35 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.3M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $17.9M sold.

  • 142 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2024, up from 132 in Q1 2024.
  • Funds reported $453M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2024, up 6.8% quarter-over-quarter.
  • 26 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2024 and 14 closed out, a net change of +12 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $11.3M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2024 was Thrivent Financial for Lutherans, an estimated $17.9M sold.

Based on aggregated 13F filings for Q2 2024.