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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
Fidelity Investments
126
Fidelity Investments
Massachusetts
$9.42K +$9.17K +390 New
TAM
127
Tucker Asset Management
Colorado
$9.18K -$11.6K -495 -57%
AF
128
Advisornet Financial
Minnesota
$6.76K
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$5.41K
William Blair & Company
130
William Blair & Company
Illinois
$4.2K +$4.09K +174 New
RWPA
131
Richard W. Paul & Associates
Michigan
$3.72K
CAS
132
Coppell Advisory Solutions
Texas
$2.76K
TRCT
133
Tower Research Capital (TRC)
New York
$2.15K
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$2.05K -$24 -1 -1%
Franklin Resources
135
Franklin Resources
California
$1.65K +$1.65K +70 New
VWWMG
136
Vermillion & White Wealth Management Group
Pennsylvania
$1.02K
DWM
137
Darwin Wealth Management
Florida
$435 +$423 +18 New
CIAS
138
Capital Investment Advisory Services
North Carolina
$223
AWM
139
Aspire Wealth Management
Massachusetts
$177 -$24 -1 -13%
APC
140
Aspire Private Capital
North Carolina
$24
FFA
141
Farther Finance Advisors
California
$21
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
-$7.04M -299,250 Closed
WF
143
Wayfinding Financial
Washington
-$4.3M -190,553 Closed
OMC
144
Old Mission Capital
Illinois
-$2.6M -115,232 Closed
PAS
145
Park Avenue Securities
New York
-$1.82M -80,523 Closed
HF
146
HRT Financial
New York
-$1.66M -73,786 Closed
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
-$960K -42,568 Closed
CA
148
CSM Advisors
Pennsylvania
-$882K -39,100 Closed
NRA
149
NSI Retail Advisors
Pennsylvania
-$882K -39,100 Closed
KF
150
KKM Financial
Illinois
-$815K -34,354 Closed

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.