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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
AIA
76
Ally Invest Advisors
North Carolina
$621K +$32.3K +1,372 +6%
RCM
77
RMR Capital Management
California
$579K
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$529K +$66.9K +2,847 +15%
RIG
79
RiverFront Investment Group
Virginia
$511K -$25.6K -1,090 -5%
IWM
80
IHT Wealth Management
Illinois
$507K +$149K +6,354 +43%
LFAS
81
Level Four Advisory Services
Texas
$479K +$489K +20,803 New
BS
82
Banco Santander
Spain
$431K -$14.4K -613 -3%
PI
83
PFG Investments
New York
$414K +$402K +17,119 New
HI
84
Harbour Investments
Wisconsin
$382K
NA
85
NewEdge Advisors
Louisiana
$374K -$13.3K -565 -4%
DADC
86
D.A. Davidson & Co
Montana
$362K +$352K +14,965 New
Prudential Financial
87
Prudential Financial
New Jersey
$355K -$3.11M -132,448 -90%
CA
88
CoreCap Advisors
Michigan
$298K +$4.77K +203 +2%
VA
89
Valmark Advisers
Ohio
$290K
SFC
90
Strategic Financial Concepts
Texas
$283K -$5.79M -246,410 -95%
HAG
91
HF Advisory Group
Maryland
$277K -$83.2K -3,537 -24%
RAM
92
Revere Asset Management
Texas
$276K +$268K +11,417 New
HAS
93
HBW Advisory Services
California
$274K +$11.8K +501 +5%
AI
94
Atria Investments
North Carolina
$263K -$51K -2,168 -17%
CCAL
95
City Center Advisors LLC
Michigan
$249K +$39.4K +1,675 +19%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$246K +$182K +7,760 +319%
WP
97
WealthShield Partners
North Carolina
$241K -$799 -34 -0.3%
GFPC
98
Global Financial Private Client
Florida
$237K
JPLA
99
Joseph P. Lucia & Associates
New York
$222K +$216K +9,187 New
WIM
100
Westside Investment Management
California
$204K +$77.2K +3,282 +64%

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.