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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

63 hedge funds and large institutions have $214M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

15% more capital invested

Capital invested by funds: $186M → $214M (+$28.1M)

7% more funds holding

Funds holding: 59 → 63 (+4)

7.15% less ownership

Funds ownership: 50.21% → 43.06% (-7.1%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.36%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
15
Increased
24
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
K
Kemper
Illinois
+$44.2M
2
Jane Street
Jane Street
New York
+$4.09M
3
IA
IndexIQ Advisors
New York
+$3.04M
4
Wells Fargo
Wells Fargo
California
+$2.48M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.86M

Top Sellers

1
FEG
Financial Enhancement Group
Indiana
-$16.8M
2
ONB
Old National Bancorp
Indiana
-$9.61M
3
Citadel Advisors
Citadel Advisors
Florida
-$7.76M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$4.39M
5
CCP
Cardan Capital Partners
Colorado
-$3.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
K
1
Kemper
Illinois
$45.9M +$44.2M +1,693,634 New
SMM
2
Stadion Money Management
Georgia
$37.3M -$266K -10,183 -0.7%
State Street
3
State Street
Massachusetts
$36.1M -$2.14M -81,859 -6%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$10.9M +$638K +24,451 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.87M +$1.86M +71,146 +39%
Bank of America
6
Bank of America
North Carolina
$6.48M +$1.49M +56,910 +31%
CFG
7
Cooper Financial Group
California
$6.36M -$1.67M -63,921 -21%
Jane Street
8
Jane Street
New York
$6.1M +$4.09M +156,770 +230%
NI
9
NYL Investors
New York
$5.51M +$603K +23,100 +13%
Morgan Stanley
10
Morgan Stanley
New York
$4.45M +$245K +9,372 +6%
Ameriprise
11
Ameriprise
Minnesota
$4.35M +$195K +7,471 +5%
Wells Fargo
12
Wells Fargo
California
$4.35M +$2.48M +95,101 +145%
BlackRock
13
BlackRock
New York
$3.77M +$14K +538 +0.4%
IA
14
IndexIQ Advisors
New York
$3.69M +$3.04M +116,277 +588%
AssetMark Inc
15
AssetMark Inc
California
$3.67M -$1.14M -43,517 -24%
LPL Financial
16
LPL Financial
California
$3.41M -$76.8K -2,940 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$3.2M -$4.39M -168,205 -59%
PFT
18
Providence First Trust
Arizona
$2.84M – – –
AF
19
Advisornet Financial
Minnesota
$2.08M +$1.58M +60,491 +370%
FIMS
20
FBL Investment Management Services
Iowa
$1.44M – – –
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.16M -$29.4K -1,125 -3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.12M +$122K +4,686 +13%
Mariner
23
Mariner
Kansas
$1.09M -$26K -995 -2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$1.08M +$1.04M +40,000 New
ACM
25
AlphaStar Capital Management
North Carolina
$1.07M +$36.1K +1,384 +4%
1
2 3

SPLB Hedge Fund Activity: Q1 2019 in Review

63 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2019, worth a combined $214M — up 15% from $186M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new SPLB positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Kemper, opening a new position worth an estimated $44.2M. The largest seller was Financial Enhancement Group, cutting an estimated $16.8M.

  • 63 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2019, up from 59 in Q4 2018.
  • Funds reported $214M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2019, up 15% quarter-over-quarter.
  • 15 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2019 and 11 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2019 was Kemper, an estimated $44.2M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2019 was Financial Enhancement Group, an estimated $16.8M sold.

Based on aggregated 13F filings for Q1 2019.