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SPDR Bloomberg High Yield Bond ETF

546 hedge funds and large institutions have $7.7B invested in SPDR Bloomberg High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 214 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+12
Holders Change %
+2.25%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
62
Increased
169
Reduced
214
Closed
45
Calls
$19.5M
Puts
$15.6M
Net Calls
+$3.89M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
PWG
326
Private Wealth Group
Florida
$430K -$6.26K -64 -1%
BWP
327
Balboa Wealth Partners
Arizona
$428K -$544K -5,563 -56%
WP
328
WealthPLAN Partners
Nebraska
$422K
CCM
329
Crew Capital Management
Ohio
$415K +$5.97K +61 +1%
FNWA
330
Financial Network Wealth Advisors
Utah
$406K +$8.21K +84 +2%
DAS
331
Dynamic Advisor Solutions
Arizona
$405K -$30.6K -313 -7%
PVI
332
Pine Valley Investments
New Jersey
$403K +$5.67K +58 +1%
PFG
333
Pinnacle Financial Group
Illinois
$401K +$401K +4,102 New
APW
334
Austin Private Wealth
Texas
$400K -$285K -2,916 -42%
BFA
335
Beaumont Financial Advisors
Massachusetts
$394K
SNBOSCI
336
Security National Bank of Sioux City Iowa
Iowa
$387K
CAG
337
Crestwood Advisors Group
Massachusetts
$386K -$41.1K -420 -10%
SCA
338
Snowden Capital Advisors
New York
$385K -$210K -2,144 -35%
CCM
339
Coldstream Capital Management
Washington
$383K -$45K -460 -11%
WBCM
340
Wilson & Boucher Capital Management
California
$381K -$4.89K -50 -1%
IWM
341
IHT Wealth Management
Illinois
$380K +$108K +1,107 +40%
AWM
342
Accurate Wealth Management
Florida
$377K -$11.2K -116 -3%
Empower Advisory Group
343
Empower Advisory Group
Colorado
$376K +$15.8K +162 +4%
SW
344
SteelPeak Wealth
California
$374K -$978 -10 -0.3%
BTWM
345
Baker Tilly Wealth Management
Wisconsin
$374K -$1.37K -14 -0.4%
MSCM
346
McElhenny Sheffield Capital Management
Texas
$368K
OIA
347
OneDigital Investment Advisors
Kansas
$367K -$315K -3,217 -46%
Kovitz Investment Group Partners
348
Kovitz Investment Group Partners
Illinois
$367K +$24.2K +265 +7%
HPM
349
Hoxton Planning & Management
West Virginia
$365K +$365K +3,728 New
BCI
350
Brinker Capital Investments
Pennsylvania
$363K -$77.8K -796 -18%