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State Street SPDR Portfolio Long Term Corporate Bond ETF

132 hedge funds and large institutions have $425M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 31

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

3% more funds holding

Funds holding: 128132 (+4)

4.12% less ownership

Funds ownership: 58.76%54.63% (-4.1%)

7% less capital invested

Capital invested by funds: $458M → $425M (-$33.2M)

96% less call options, than puts

Call options by funds: $65K | Put options by funds: $1.49M

Holders
132
Holders Change
+4
Holders Change %
+3.13%
% of All Funds
1.9%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.1%
New
25
Increased
56
Reduced
31
Closed
19
Calls
$65K
Puts
$1.49M
Net Calls
-$1.43M
Net Calls Change
-$982K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$54.3M +$13.6M +586,726 +33%
NI
2
NYL Investors
New York
$33.4M +$16.2K +700 +0%
RT
3
Rockland Trust
Massachusetts
$33M +$1.49M +64,313 +5%
Bank of America
4
Bank of America
North Carolina
$26.4M -$52M -2,244,159 -66%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$24.3M +$2.82M +121,698 +13%
Morgan Stanley
6
Morgan Stanley
New York
$21.2M -$28.2M -1,217,479 -57%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$17.9M +$2.6M +112,349 +17%
Wells Fargo
8
Wells Fargo
California
$14.9M -$15.8K -682 -0.1%
State Street
9
State Street
Massachusetts
$11.2M +$2.1M +90,739 +23%
CWMGP
10
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$9.75M +$1.11M +47,951 +13%
TPWM
11
Twelve Points Wealth Management
Massachusetts
$8.87M +$1.52M +65,838 +21%
PSB
12
Passumpsic Savings Bank
Vermont
$7.74M +$7.72M +333,213 New
Jane Street
13
Jane Street
New York
$7.47M +$7.44M +321,427 New
PA
14
PFG Advisors
Arizona
$6.39M +$239K +10,327 +4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.3M +$2.39M +103,347 +62%
MAM
16
Milestone Asset Management
Pennsylvania
$6.28M +$6.25M +270,033 New
Legacy Financial Group (Iowa)
17
Legacy Financial Group (Iowa)
Iowa
$6.09M +$5.62M +242,544 +1,248%
CCMG
18
Clark Capital Management Group
Pennsylvania
$5.76M -$2.19M -94,490 -28%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$5.36M +$4.82M +208,115 +922%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$5.35M
Osaic Holdings
21
Osaic Holdings
Arizona
$5.2M -$1.27M -54,750 -20%
PAG
22
Private Advisor Group
New Jersey
$4.77M +$656K +28,309 +16%
UBS Group
23
UBS Group
Switzerland
$4.65M -$1.37M -59,161 -23%
HW
24
Hedeker Wealth
Illinois
$4.33M +$390K +16,829 +10%
WF
25
Wayfinding Financial
Washington
$4.28M +$1.96M +84,454 +79%

SPLB Hedge Fund Activity: Q1 2024 in Review

132 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q1 2024, worth a combined $425M — down 7.3% from $458M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SPLB positions and 19 closed out — a net gain of 6 holders — while 56 added to existing stakes and 31 trimmed.

The largest buyer was LPL Financial, adding an estimated $13.6M. The largest seller was Bank of America, cutting an estimated $52M.

  • 132 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q1 2024, up from 128 in Q4 2023.
  • Funds reported $425M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 25 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q1 2024 and 19 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q1 2024 was LPL Financial, an estimated $13.6M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q1 2024 was Bank of America, an estimated $52M sold.

Based on aggregated 13F filings for Q1 2024.