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State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB

141 hedge funds and large institutions have $522M invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

356% more call options, than puts

Call options by funds: $802K | Put options by funds: $176K

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

15% more capital invested

Capital invested by funds: $453M → $522M (+$68.8M)

14.22% more ownership

Funds ownership: 58.42% → 72.64% (+14%)

1% less funds holding

Funds holding: 142 → 141 (-1)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

Holders
141
Holders Change
-1
Holders Change %
-0.7%
% of All Funds
2.02%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.11%
New
23
Increased
57
Reduced
38
Closed
24
Calls
$802K
Puts
$176K
Net Calls
+$626K
Net Calls Change
+$786K

Top Buyers

1
IAIM
International Assets Investment Management
Florida
+$218M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$18.7M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$14.5M
4
GFG
Goldstone Financial Group
Illinois
+$12.9M
5
SA
Strategic Advocates
Utah
+$11.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$20.6M
2
Bank of America
Bank of America
North Carolina
-$14.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$7.74M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.04M
5
LPL Financial
LPL Financial
California
-$6.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$60.6M -$6.5M -276,367 -10%
RT
2
Rockland Trust
Massachusetts
$36.6M +$660K +28,057 +2%
NI
3
NYL Investors
New York
$34.8M +$35.3K +1,500 +0.1%
Morgan Stanley
4
Morgan Stanley
New York
$22.3M -$4.4M -186,972 -17%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$19.2M +$18.7M +796,594 New
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$19.1M +$14.5M +616,971 +352%
State Street
7
State Street
Massachusetts
$17.3M +$4.47M +190,313 +36%
Wells Fargo
8
Wells Fargo
California
$17.2M +$2.45M +104,155 +17%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.2M -$20.6M -875,400 -57%
SA
10
Strategic Advocates
Utah
$15.7M +$11.7M +496,381 +324%
GFG
11
Goldstone Financial Group
Illinois
$13.2M +$12.9M +547,039 New
Bank of America
12
Bank of America
North Carolina
$12.7M -$14.7M -623,736 -54%
TPWM
13
Twelve Points Wealth Management
Massachusetts
$11.8M +$1.03M +44,021 +10%
CWMGP
14
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$10.4M +$514K +21,849 +5%
HW
15
Hedeker Wealth
Illinois
$9.79M +$860K +36,584 +10%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.76M +$5.97M +254,078 +235%
PSB
17
Passumpsic Savings Bank
Vermont
$8.66M +$686K +29,191 +9%
Ameriprise
18
Ameriprise
Minnesota
$8.02M +$7.04M +299,450 +922%
NC
19
NewSquare Capital
Pennsylvania
$8.01M +$7.79M +331,356 New
PAG
20
Private Advisor Group
New Jersey
$7.62M +$1.96M +83,558 +36%
GAM
21
Gotham Asset Management
New York
$7.61M +$45K +1,912 +0.6%
PA
22
PFG Advisors
Arizona
$7.34M +$399K +16,968 +6%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$7.14M +$776K +33,000 +13%
Legacy Financial Group (Iowa)
24
Legacy Financial Group (Iowa)
Iowa
$6.53M +$69.6K +2,962 +1%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$6.32M +$2.27M +96,360 +58%
1
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SPLB Hedge Fund Activity: Q3 2024 in Review

141 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q3 2024, worth a combined $522M — up 15% from $453M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of SPLB and 23 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 57 added.

The largest buyer was International Assets Investment Management, adding an estimated $218M. The largest seller was Envestnet Asset Management, cutting an estimated $20.6M.

  • 141 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q3 2024, down from 142 in Q2 2024.
  • Funds reported $522M of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q3 2024, up 15% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q3 2024 and 24 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $218M added.
  • The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $20.6M sold.

Based on aggregated 13F filings for Q3 2024.