We are live on ! Find out more
SPLB icon

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
WIM
101
Westside Investment Management
California
$116K +$26.1K +1,159 +29%
CFGS
102
Concourse Financial Group Securities
Alabama
$109K -$50.9K -2,257 -32%
CA
103
Clearstead Advisors
Ohio
$108K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$101K +$101K +4,488 New
National Bank of Canada
105
National Bank of Canada
Quebec, Canada
$81.7K
NFSG
106
Newbridge Financial Services Group
Florida
$67.9K +$33.6K +1,489 +98%
NEAM
107
New England Asset Management
Connecticut
$67.7K +$67.6K +3,000 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$55K -$101K -4,500 -65%
NCM
109
Northwest Capital Management
Oregon
$54.9K -$38.7K -1,717 -41%
SS
110
Sunbelt Securities
Texas
$53.3K
GRP
111
Global Retirement Partners
California
$41.8K +$25.8K +1,144 +161%
IAIM
112
International Assets Investment Management
Florida
$40.1K +$40.1K +1,778 New
TCG
113
Transcendent Capital Group
Oklahoma
$39.9K +$451 +20 +1%
SIS
114
Sound Income Strategies
Florida
$39.8K -$3.67K -163 -8%
PA
115
Pineridge Advisors
Missouri
$36K -$185K -8,193 -84%
SFC
116
Strategic Financial Concepts
Texas
$34.5K +$5.5M +244,064 +1,737%
KFS
117
Kelly Financial Services
Massachusetts
$29.7K +$12.2K +540 +69%
RFS
118
Richardson Financial Services
Massachusetts
$26.5K +$5K +222 +23%
Comerica Bank
119
Comerica Bank
Texas
$24.8K -$2.25K -100 -8%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$24.5K +$24.5K +1,086 New
TAM
121
Tucker Asset Management
Colorado
$19.7K
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$19K -$16.7K -742 -46%
Simplex Trading
123
Simplex Trading
Illinois
$18K -$15.6K -690 -46%
IHWM
124
Iron Horse Wealth Management
Iowa
$12.4K +$721 +32 +6%
CFD
125
Creative Financial Designs
Indiana
$12K -$6.49K -288 -35%

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.