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State Street SPDR Portfolio Long Term Corporate Bond ETF

47 hedge funds and large institutions have $132M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 2

31% more funds holding

Funds holding: 3647 (+11)

7% more capital invested

Capital invested by funds: $123M → $132M (+$9.06M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

27.98% less ownership

Funds ownership: 78.93%50.96% (-28%)

Holders
47
Holders Change
+11
Holders Change %
+30.56%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
14
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$34.1M +$6.32M +224,131 +23%
WI
2
WBI Investments
New Jersey
$18.9M +$18.6M +660,682 New
State Street
3
State Street
Massachusetts
$12.7M -$23.5M -834,814 -65%
FEG
4
Financial Enhancement Group
Indiana
$11.4M +$11.3M +399,703 New
NYLIM
5
New York Life Investment Management
New York
$6.37M -$9.87K -350 -0.2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.59M +$100K +3,557 +2%
Wells Fargo
7
Wells Fargo
California
$3.92M -$1.64M -58,093 -30%
UBS Group
8
UBS Group
Switzerland
$3.89M +$1.35M +47,813 +54%
Ameriprise
9
Ameriprise
Minnesota
$3.68M +$545K +19,310 +18%
BlackRock
10
BlackRock
New York
$3.28M
Bank of America
11
Bank of America
North Carolina
$3.23M +$2.17M +77,107 +216%
Morgan Stanley
12
Morgan Stanley
New York
$3.17M +$234K +8,313 +8%
LPL Financial
13
LPL Financial
California
$2.86M +$212K +7,524 +8%
RJA
14
Raymond James & Associates
Florida
$2.85M +$2.03M +71,990 +259%
PFT
15
Providence First Trust
Arizona
$2.53M -$113 -4 -0%
BCM
16
Bluefin Capital Management
New York
$2.11M +$1.87M +66,348 +897%
FIMS
17
FBL Investment Management Services
Iowa
$1.64M +$766K +27,150 +91%
VF
18
Virtu Financial
New York
$1.48M +$1.45M +51,540 New
AssetMark Inc
19
AssetMark Inc
California
$1.45M -$11M -391,142 -89%
FIM
20
Freedom Investment Management
Connecticut
$1.15M +$1.13M +40,011 New
Jane Street
21
Jane Street
New York
$1.03M -$6.6M -233,891 -87%
Mariner
22
Mariner
Kansas
$1.03M -$28 -1 -0%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$895K -$468K -16,605 -35%
ERIM
24
Eagle Ridge Investment Management
Connecticut
$893K +$359K +12,737 +69%
Goldman Sachs
25
Goldman Sachs
New York
$423K +$94K +3,333 +29%

SPLB Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2017, worth a combined $132M — up 7.4% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPLB positions and 2 closed out — a net gain of 11 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was WBI Investments, opening a new position worth an estimated $18.6M. The largest seller was State Street, cutting an estimated $23.5M.

  • 47 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2017, up from 36 in Q3 2017.
  • Funds reported $132M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2017, up 7.4% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2017 and 2 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2017 was WBI Investments, an estimated $18.6M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2017 was State Street, an estimated $23.5M sold.

Based on aggregated 13F filings for Q4 2017.