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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
GI
126
Gradient Investments
Minnesota
$11.6K -$789 -35 -6%
SPIA
127
Steward Partners Investment Advisory
New York
$7.93K +$90 +4 +1%
AF
128
Advisornet Financial
Minnesota
$6.31K
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$5.05K -$319K -14,149 -98%
CP
130
Castleview Partners
Texas
$4.67K -$8.14K -361 -64%
RWPA
131
Richard W. Paul & Associates
Michigan
$3.47K
CAS
132
Coppell Advisory Solutions
Texas
$2.57K +$2.57K +114 New
TRCT
133
Tower Research Capital (TRC)
New York
$2.01K
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$1.98K
TFA
135
Transamerica Financial Advisors
Florida
$1K
VWWMG
136
Vermillion & White Wealth Management Group
Pennsylvania
$945 +$23 +1 +2%
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$812
Citigroup
138
Citigroup
New York
$812 +$811 +36 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$206
AWM
140
Aspire Wealth Management
Massachusetts
$170 -$924 -41 -84%
APC
141
Aspire Private Capital
North Carolina
$23 -$1.17K -52 -98%
FFA
142
Farther Finance Advisors
California
$19 +$23 +1 New
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
-$17.9M -768,644 Closed
MAM
144
Milestone Asset Management
Pennsylvania
-$6.28M -270,033 Closed
RJFSA
145
Raymond James Financial Services Advisors
Florida
-$3.63M -156,006 Closed
AWS
146
Atria Wealth Solutions
New York
-$2.58M -110,925 Closed
FHA
147
Flagship Harbor Advisors
Massachusetts
-$2.55M -109,623 Closed
NFG
148
Norris Financial Group
South Carolina
-$732K -31,499 Closed
MML Investors Services
149
MML Investors Services
Massachusetts
-$343K -14,767 Closed
FF
150
Farrell Financial
New York
-$207K -8,898 Closed

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.