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State Street SPDR Bloomberg High Yield Bond ETF

575 hedge funds and large institutions have $7.56B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 233 increasing their positions, 158 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 54

47% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 158

4% more funds holding

Funds holding: 552575 (+23)

4.07% more ownership

Funds ownership: 94.52%98.58% (+4.1%)

2% less capital invested

Capital invested by funds: $7.71B → $7.56B (-$148M)

4% less funds holding in top 10

Funds holding in top 10: 2726 (-1)

33% less call options, than puts

Call options by funds: $4.85M | Put options by funds: $7.26M

Holders
575
Holders Change
+23
Holders Change %
+4.17%
% of All Funds
7.57%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.34%
New
87
Increased
233
Reduced
158
Closed
54
Calls
$4.85M
Puts
$7.26M
Net Calls
-$2.42M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
251
Balboa Wealth Partners
Arizona
$1.02M +$609K +6,305 +144%
AWA
252
Aletheian Wealth Advisors
Washington
$998K +$7.72K +80 +0.8%
CP
253
Covenant Partners
Tennessee
$978K -$66.1K -685 -6%
GTAM
254
Global Trust Asset Management
Florida
$960K -$21.2K -220 -2%
TPA
255
Trivium Point Advisory
Connecticut
$955K -$335K -3,474 -26%
CAGAS
256
Capital Advisory Group Advisory Services
Minnesota
$953K +$485K +5,022 +101%
BRWA
257
B. Riley Wealth Advisors
Florida
$951K -$400K -4,148 -29%
IWM
258
Iams Wealth Management
Nebraska
$943K +$441K +4,570 +86%
OWA
259
Outlook Wealth Advisors
Texas
$915K +$600K +6,218 +185%
WTB
260
Washington Trust Bank
Washington
$911K +$3.09K +32 +0.3%
SW
261
SteelPeak Wealth
California
$904K +$545K +5,648 +148%
TFA
262
Transamerica Financial Advisors
Florida
$903K -$483 -5 -0.1%
Wealth Enhancement Advisory Services
263
Wealth Enhancement Advisory Services
Minnesota
$892K -$14.2K -147 -2%
OC
264
Oppenheimer & Co
New York
$883K +$77.8K +806 +10%
TRSOTSOK
265
Teachers Retirement System of the State of Kentucky
Kentucky
$824K
FAT
266
First American Trust
California
$823K +$286K +2,963 +52%
Franklin Resources
267
Franklin Resources
California
$820K +$739K +7,653 +819%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$819K -$11.2K -116 -1%
SC
269
Scotia Capital
Ontario, Canada
$806K +$281K +2,910 +53%
CAS
270
Coppell Advisory Solutions
Texas
$782K -$759K -7,859 -49%
GFPC
271
Global Financial Private Client
Florida
$782K +$348K +3,607 +79%
ASN
272
Advisory Services Network
Georgia
$778K +$12.9K +134 +2%
FFP
273
Freedom Financial Partners
Minnesota
$777K +$786K +8,139 New
PWM
274
Prentice Wealth Management
New York
$776K +$785K +8,132 New
AF
275
Apollon Financial
South Carolina
$757K +$115K +1,195 +18%

JNK Hedge Fund Activity: Q4 2024 in Review

575 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg High Yield Bond ETF (JNK) for Q4 2024, worth a combined $7.56B — down 1.9% from $7.71B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new JNK positions and 54 closed out — a net gain of 33 holders — while 233 added to existing stakes and 158 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $66.4M. The largest seller was Toews Corporation, exiting entirely with an estimated $109M sold.

  • 575 institutional investors held State Street SPDR Bloomberg High Yield Bond ETF (JNK) as of Q4 2024, up from 552 in Q3 2024.
  • Funds reported $7.56B of State Street SPDR Bloomberg High Yield Bond ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 87 funds opened new State Street SPDR Bloomberg High Yield Bond ETF positions in Q4 2024 and 54 closed out, a net change of +33 holders.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF buyer in Q4 2024 was Schroder Investment Management Group, an estimated $66.4M added.
  • The largest State Street SPDR Bloomberg High Yield Bond ETF seller in Q4 2024 was Toews Corporation, an estimated $109M sold.

Based on aggregated 13F filings for Q4 2024.