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State Street SPDR Portfolio Long Term Corporate Bond ETF

100 hedge funds and large institutions have $352M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2020 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 36 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 6

200% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 12

79% more capital invested

Capital invested by funds: $197M → $352M (+$155M)

64% more funds holding

Funds holding: 61100 (+39)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12.19% more ownership

Funds ownership: 35.92%48.11% (+12%)

Holders
100
Holders Change
+39
Holders Change %
+63.93%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
45
Increased
36
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$100M +$67.5M +2,215,674 +233%
SMM
2
Stadion Money Management
Georgia
$40.6M -$1.41M -46,287 -3%
NC
3
NewSquare Capital
Pennsylvania
$16.7M +$15.8M +520,343 +7,807%
Bank of America
4
Bank of America
North Carolina
$16M -$6.5M -213,404 -30%
WP
5
WealthSource Partners
California
$14M +$13.5M +442,810 New
Wells Fargo
6
Wells Fargo
California
$14M +$4M +131,309 +42%
Jane Street
7
Jane Street
New York
$11.8M -$24.3M -798,273 -68%
AssetMark Inc
8
AssetMark Inc
California
$9.79M +$6.62M +217,313 +238%
Citadel Advisors
9
Citadel Advisors
Florida
$9.36M +$5.8M +190,451 +182%
CCMG
10
Clark Capital Management Group
Pennsylvania
$7.46M +$7.16M +235,335 New
NI
11
NYL Investors
New York
$6.82M +$82.2K +2,700 +1%
Ameriprise
12
Ameriprise
Minnesota
$6.33M +$856K +28,120 +16%
CFG
13
Cooper Financial Group
California
$6.25M +$6M +197,223 New
Morgan Stanley
14
Morgan Stanley
New York
$6.19M +$2.58M +84,888 +77%
LPL Financial
15
LPL Financial
California
$6.16M +$1.37M +45,150 +30%
PWM
16
Peterson Wealth Management
Nevada
$5.95M +$195K +6,407 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.52M +$4.54M +149,281 +600%
First Trust Advisors
18
First Trust Advisors
Illinois
$4.6M +$4.42M +145,032 New
Osaic Holdings
19
Osaic Holdings
Arizona
$4.47M +$1.84M +60,320 +75%
VFM
20
Vivid Financial Management
California
$4.45M +$4.28M +140,444 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.51M +$3M +98,656 +812%
C1AG
22
Client 1st Advisory Group
Florida
$3.5M +$3.2M +105,222 New
5L
23
55I LLC
Massachusetts
$3.19M +$3.07M +100,726 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.14M +$811K +26,641 +37%
TFA
25
Transamerica Financial Advisors
Florida
$3.02M +$2.9M +95,285 New

SPLB Hedge Fund Activity: Q2 2020 in Review

100 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q2 2020, worth a combined $352M — up 79% from $197M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SPLB positions and 6 closed out — a net gain of 39 holders — while 36 added to existing stakes and 12 trimmed.

The largest buyer was State Street, adding an estimated $67.5M. The largest seller was Jane Street, cutting an estimated $24.3M.

  • 100 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q2 2020, up from 61 in Q1 2020.
  • Funds reported $352M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q2 2020, up 79% quarter-over-quarter.
  • 45 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q2 2020 and 6 closed out, a net change of +39 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q2 2020 was State Street, an estimated $67.5M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q2 2020 was Jane Street, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.