We are live on ! Find out more
SPLB icon

State Street SPDR Portfolio Long Term Corporate Bond ETF

50 hedge funds and large institutions have $128M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

0% more funds holding

Funds holding: 5050 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4.18% less ownership

Funds ownership: 43%38.82% (-4.2%)

9% less capital invested

Capital invested by funds: $141M → $128M (-$12.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
50
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
6
Increased
16
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$38.5M +$1.84M +69,892 +5%
FEG
2
Financial Enhancement Group
Indiana
$16.9M -$6.95M -263,877 -29%
ONB
3
Old National Bancorp
Indiana
$9.91M
Bank of New York Mellon
4
Bank of New York Mellon
New York
$6.34M +$6.38M +242,091 New
NI
5
NYL Investors
New York
$6.07M +$55.3K +2,100 +0.9%
Bank of America
6
Bank of America
North Carolina
$5.9M +$559K +21,237 +10%
AssetMark Inc
7
AssetMark Inc
California
$4.93M +$1.68M +63,917 +51%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.68M +$441K +16,728 +10%
Ameriprise
9
Ameriprise
Minnesota
$4M +$306K +11,622 +8%
BlackRock
10
BlackRock
New York
$3.57M +$166K +6,318 +5%
LPL Financial
11
LPL Financial
California
$3.42M +$1.05M +40,032 +44%
Wells Fargo
12
Wells Fargo
California
$3.22M +$1.83M +69,481 +130%
PFT
13
Providence First Trust
Arizona
$2.72M -$79K -3,000 -3%
Morgan Stanley
14
Morgan Stanley
New York
$2.72M -$45.7K -1,734 -2%
State Street
15
State Street
Massachusetts
$2.34M
UBS Group
16
UBS Group
Switzerland
$1.97M -$68.2K -2,591 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$1.79M -$2.93M -111,255 -62%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$1.57M -$1.49M -56,512 -49%
FIMS
19
FBL Investment Management Services
Iowa
$1.44M
ACM
20
AlphaStar Capital Management
North Carolina
$1.31M +$165K +6,275 +14%
Mariner
21
Mariner
Kansas
$1.08M
PA
22
PFG Advisors
Arizona
$673K +$93K +3,533 +15%
AF
23
Advisornet Financial
Minnesota
$401K -$267K -10,152 -40%
SRSA
24
S.R. Schill & Associates
Washington
$393K +$395K +15,003 New
AA
25
Advisory Alpha
Michigan
$368K -$1.59M -60,540 -81%

SPLB Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2018, worth a combined $128M — down 8.9% from $141M a quarter earlier.

Fund positioning in SPLB was balanced in Q3 2018: 6 funds opened new positions, 6 closed out, 16 added to existing stakes and 11 trimmed.

The largest buyer was Bank of New York Mellon, opening a new position worth an estimated $6.38M. The largest seller was Jane Street, exiting entirely with an estimated $13.5M sold.

  • 50 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2018, unchanged from Q2 2018.
  • Funds reported $128M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2018, down 8.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2018 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2018 was Bank of New York Mellon, an estimated $6.38M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2018 was Jane Street, an estimated $13.5M sold.

Based on aggregated 13F filings for Q3 2018.