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State Street SPDR Portfolio Long Term Corporate Bond ETF

59 hedge funds and large institutions have $186M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2018 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

45% more capital invested

Capital invested by funds: $128M → $186M (+$57.5M)

18% more funds holding

Funds holding: 5059 (+9)

11.39% more ownership

Funds ownership: 38.82%50.21% (+11%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
1.31%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
20
Increased
17
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$35.8M +$33.5M +1,322,652 +1,479%
SMM
2
Stadion Money Management
Georgia
$35.2M -$2.13M -84,039 -6%
FEG
3
Financial Enhancement Group
Indiana
$16.9M +$16K +634 +0.1%
ONB
4
Old National Bancorp
Indiana
$9.61M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.61M +$8.06M +318,747 +532%
Citadel Advisors
6
Citadel Advisors
Florida
$7.76M +$6M +237,272 +347%
CFG
7
Cooper Financial Group
California
$7.57M +$7.54M +298,168 New
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$7.26M +$7.24M +286,165 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.62M +$81.3K +3,213 +2%
Bank of America
10
Bank of America
North Carolina
$4.62M -$1.1M -43,445 -19%
NI
11
NYL Investors
New York
$4.57M -$1.32M -52,000 -22%
AssetMark Inc
12
AssetMark Inc
California
$4.54M -$243K -9,599 -5%
CCP
13
Cardan Capital Partners
Colorado
$4.2M +$4.19M +165,638 New
Morgan Stanley
14
Morgan Stanley
New York
$3.92M +$1.28M +50,749 +49%
Ameriprise
15
Ameriprise
Minnesota
$3.88M +$5.01K +198 +0.1%
BlackRock
16
BlackRock
New York
$3.52M +$58.1K +2,296 +2%
LPL Financial
17
LPL Financial
California
$3.27M -$49.1K -1,942 -1%
PFT
18
Providence First Trust
Arizona
$2.65M +$13.5K +535 +0.5%
Jane Street
19
Jane Street
New York
$1.73M +$1.72M +68,152 New
Wells Fargo
20
Wells Fargo
California
$1.66M -$1.46M -57,527 -47%
FIMS
21
FBL Investment Management Services
Iowa
$1.45M
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.11M +$990K +39,149 +843%
Mariner
23
Mariner
Kansas
$1.05M
ACM
24
AlphaStar Capital Management
North Carolina
$971K -$296K -11,685 -23%
CL
25
Cabana LLC
Arkansas
$955K +$952K +37,619 New

SPLB Hedge Fund Activity: Q4 2018 in Review

59 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2018, worth a combined $186M — up 45% from $128M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new SPLB positions and 11 closed out — a net gain of 9 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $33.5M. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $6.34M sold.

  • 59 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2018, up from 50 in Q3 2018.
  • Funds reported $186M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2018, up 45% quarter-over-quarter.
  • 20 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2018 and 11 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2018 was State Street, an estimated $33.5M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2018 was Bank of New York Mellon, an estimated $6.34M sold.

Based on aggregated 13F filings for Q4 2018.