State Street SPDR Portfolio Long Term Corporate Bond ETF
SPLB
145 hedge funds and large institutions have $1.63B invested in State Street SPDR Portfolio Long Term Corporate Bond ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 58 increasing their positions, 37 reducing their positions, and 21 closing their positions.
213% more capital invested
Capital invested by funds: $522M → $1.63B (+$1.11B)
57% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 37
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
3% more funds holding
Funds holding: 141 → 145 (+4)
19.64% less ownership
Funds ownership: 72.64% → 53% (-20%)
98% less call options, than puts
Call options by funds: $2K | Put options by funds: $98K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFG
Sterling Financial Group
Pasadena,
California
|
+$18.8M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$7.36M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.75M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$2.63M |
| 5 |
Jane Street
New York
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TPWM
Twelve Points Wealth Management
Concord,
Massachusetts
|
-$10M |
| 2 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$7.64M |
| 3 |
Legacy Financial Group (Iowa)
Des Moines,
Iowa
|
-$5.95M |
| 4 |
Squarepoint
New York
|
-$5.02M |
| 5 |
Goldman Sachs
New York
|
-$3.59M |
SPLB Hedge Fund Activity: Q4 2024 in Review
145 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) for Q4 2024, worth a combined $1.63B — up 213% from $522M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SPLB positions and 21 closed out — a net gain of 8 holders — while 58 added to existing stakes and 37 trimmed.
The largest buyer was Sterling Financial Group, opening a new position worth an estimated $18.8M. The largest seller was Twelve Points Wealth Management, cutting an estimated $10M.
- 145 institutional investors held State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) as of Q4 2024, up from 141 in Q3 2024.
- Funds reported $1.63B of State Street SPDR Portfolio Long Term Corporate Bond ETF stock for Q4 2024, up 213% quarter-over-quarter.
- 29 funds opened new State Street SPDR Portfolio Long Term Corporate Bond ETF positions in Q4 2024 and 21 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF buyer in Q4 2024 was Sterling Financial Group, an estimated $18.8M added.
- The largest State Street SPDR Portfolio Long Term Corporate Bond ETF seller in Q4 2024 was Twelve Points Wealth Management, an estimated $10M sold.
Based on aggregated 13F filings for Q4 2024.