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State Street SPDR Portfolio Long Term Corporate Bond ETF

66 hedge funds and large institutions have $296M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

38% more capital invested

Capital invested by funds: $214M → $296M (+$82.1M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% more funds holding

Funds holding: 6366 (+3)

3.88% more ownership

Funds ownership: 43.06%46.94% (+3.9%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
14
Increased
27
Reduced
15
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
K
1
Kemper
Illinois
$48.7M
SMM
2
Stadion Money Management
Georgia
$39.7M +$140K +5,104 +0.4%
State Street
3
State Street
Massachusetts
$36M -$2.18M -79,566 -6%
Jane Street
4
Jane Street
New York
$31.7M +$24.1M +878,489 +391%
Citadel Advisors
5
Citadel Advisors
Florida
$20.5M +$19.5M +711,905 New
Verition Fund Management
6
Verition Fund Management
Connecticut
$11.4M +$10.9M +396,475 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$8.2M +$4.59M +167,273 +142%
BCM
8
Bluefin Capital Management
New York
$7.13M +$5.83M +212,622 +602%
CFG
9
Cooper Financial Group
California
$6.18M -$529K -19,281 -8%
NI
10
NYL Investors
New York
$6.02M +$173K +6,300 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$5.84M -$1.37M -50,117 -20%
Morgan Stanley
12
Morgan Stanley
New York
$5.44M +$691K +25,195 +15%
Bank of America
13
Bank of America
North Carolina
$5.31M -$1.49M -54,277 -23%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$4.79M -$6.49M -236,588 -59%
Ameriprise
15
Ameriprise
Minnesota
$4.62M +$9.13K +333 +0.2%
LFGH
16
Lee Financial Group Hawaii
Hawaii
$4.05M +$3.52M +128,518 +1,040%
Goldman Sachs
17
Goldman Sachs
New York
$4.04M +$3.55M +129,628 +1,172%
AssetMark Inc
18
AssetMark Inc
California
$3.92M +$28.4K +1,037 +0.8%
BlackRock
19
BlackRock
New York
$3.64M -$339K -12,373 -9%
LPL Financial
20
LPL Financial
California
$3.52M -$91.9K -3,353 -3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.09M +$2.95M +107,625 New
PFT
22
Providence First Trust
Arizona
$2.95M -$54.8K -2,000 -2%
AF
23
Advisornet Financial
Minnesota
$2.56M +$336K +12,248 +16%
MA
24
Mutual Advisors
Nebraska
$2.55M +$2.43M +88,605 New
WP
25
WealthSource Partners
California
$2.24M +$1.19M +43,488 +126%

SPLB Hedge Fund Activity: Q2 2019 in Review

66 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2019, worth a combined $296M — up 38% from $214M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPLB positions and 10 closed out — a net gain of 4 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Jane Street, adding an estimated $24.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.49M.

  • 66 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2019, up from 63 in Q1 2019.
  • Funds reported $296M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2019, up 38% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2019 and 10 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2019 was Jane Street, an estimated $24.1M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2019 was Susquehanna International Group, an estimated $6.49M sold.

Based on aggregated 13F filings for Q2 2019.