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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
KFS
101
Kaizen Financial Strategies
California
$202K +$196K +8,350 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$182K +$151K +6,439 +593%
IAIM
103
International Assets Investment Management
Florida
$176K +$218M +9,280,091 +521,940%
MTC
104
Matrix Trust Company
Colorado
$173K +$169K +7,177 New
AIC
105
Archer Investment Corporation
Indiana
$158K
EWA
106
EP Wealth Advisors
California
$116K -$78.7K -3,349 -41%
CFGS
107
Concourse Financial Group Securities
Alabama
$107K -$9.99K -425 -9%
TCG
108
Transcendent Capital Group
Oklahoma
$98.4K +$54.1K +2,301 +130%
Jones Financial Companies
109
Jones Financial Companies
Missouri
$89.3K -$18.8K -799 -18%
National Bank of Canada
110
National Bank of Canada
Quebec, Canada
$88.8K
GJIA
111
Glass Jacobson Investment Advisors
Maryland
$78.2K +$75.2K +3,200 +8,889%
US Bancorp
112
US Bancorp
Minnesota
$75.3K -$942K -40,049 -93%
NFSG
113
Newbridge Financial Services Group
Florida
$73.7K +$893 +38 +1%
NEAM
114
New England Asset Management
Connecticut
$72.5K
NCM
115
Northwest Capital Management
Oregon
$58.8K
SS
116
Sunbelt Securities
Texas
$57.1K
SIS
117
Sound Income Strategies
Florida
$42.6K -$24 -1 -0.1%
PA
118
Pineridge Advisors
Missouri
$38.6K +$71 +3 +0.2%
GRP
119
Global Retirement Partners
California
$37.5K -$7.1K -302 -16%
Comerica Bank
120
Comerica Bank
Texas
$26.6K
RFS
121
Richardson Financial Services
Massachusetts
$26.5K
TPW
122
Talon Private Wealth
Florida
$23K +$22.4K +954 New
BTI
123
Blue Trust Inc
Georgia
$20K +$20.9K +888 New
IHWM
124
Iron Horse Wealth Management
Iowa
$13.3K
CFD
125
Creative Financial Designs
Indiana
$9.42K -$3.36K -143 -27%

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.