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SPDR Bloomberg High Yield Bond ETF

566 hedge funds and large institutions have $7.55B invested in SPDR Bloomberg High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 83 funds opening new positions, 229 increasing their positions, 157 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+20
Holders Change %
+3.66%
% of All Funds
7.54%
Holding in Top 10
26
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.7%
% of All Funds
0.35%
New
83
Increased
229
Reduced
157
Closed
52
Calls
$4.85M
Puts
$7.27M
Net Calls
-$2.42M
Net Calls Change
-$6.31M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
326
Coldstream Capital Management
Washington
$470K +$96.1K +1,007 +26%
YIM
327
Yoffe Investment Management
Pennsylvania
$468K +$468K +4,905 New
HT
328
Heritage Trust
Oklahoma
$468K +$468K +4,898 New
WFS
329
WealthGarden F.S.
California
$467K +$194K +2,035 +71%
CFP
330
Catalyst Financial Partners
Massachusetts
$458K -$92.8K -972 -17%
HW
331
Hancock Whitney
Mississippi
$447K +$16.7K +175 +4%
PI
332
PFG Investments
New York
$447K +$9.26K +97 +2%
CWM
333
Congress Wealth Management
Massachusetts
$439K -$668 -7 -0.2%
NWMG
334
National Wealth Management Group
Ohio
$433K +$433K +4,539 New
JWCA
335
J.W. Cole Advisors
Florida
$429K -$4.2K -44 -1%
PFM
336
Peak Financial Management
Massachusetts
$428K
EDRH
337
Edmond de Rothschild Holding
Switzerland
$425K
ATPW
338
Ashton Thomas Private Wealth
Arizona
$423K +$130K +1,366 +45%
RWP
339
RWA Wealth Partners
Massachusetts
$420K -$46.6K -488 -10%
BCWM
340
Bartlett & Co Wealth Management
Ohio
$413K -$206K -2,161 -33%
PWG
341
Private Wealth Group
Florida
$409K -$10.4K -109 -2%
WP
342
WealthPLAN Partners
Nebraska
$408K -$3.25K -34 -0.8%
CGA
343
Crescent Grove Advisors
Illinois
$402K +$98.9K +1,036 +33%
BFA
344
Beaumont Financial Advisors
Massachusetts
$385K
RBFC
345
Roman Butler Fullerton & Co
Missouri
$384K -$156K -1,611 -29%
SA
346
SFI Advisors
New Jersey
$383K +$383K +4,016 New
Kovitz Investment Group Partners
347
Kovitz Investment Group Partners
Illinois
$383K
Creative Planning
348
Creative Planning
Kansas
$382K -$43.6K -457 -10%
GAA
349
Global Assets Advisory
Florida
$377K +$78.2K +817 +26%
SNBOSCI
350
Security National Bank of Sioux City Iowa
Iowa
$377K -$1.43K -15 -0.4%