State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
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.
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: 132 → 142 (+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: 7 → 5 (-2)
38% less call options, than puts
Call options by funds: $257K | Put options by funds: $417K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.1M |
| 3 |
GAM
Gotham Asset Management
New York
|
+$7.06M |
| 4 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$5.5M |
| 5 |
Morgan Stanley
New York
|
+$4.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$17.9M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$6.28M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.77M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.63M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$3.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPLA
151
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| – | -$203K | -8,726 | Closed |
|
|
BFPW
152
BOK Financial Private Wealth
Denver,
Colorado
| – | -$11.3K | -485 | Closed |
|
|
CTA
153
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$6.21K | -267 | Closed |
|
|
PCMC
154
Planning Capital Management Corporation
Paoli,
Pennsylvania
| – | -$2.74K | -118 | Closed |
|
|
WA
155
Waverly Advisors
Birmingham,
Alabama
| – | -$1.49K | -64 | Closed |
|
156
BNP Paribas Financial Markets
Paris,
France
| – | -$232 | -10 | 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.