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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
Kovitz Investment Group Partners
351
Kovitz Investment Group Partners
Illinois
$383K
Creative Planning
352
Creative Planning
Kansas
$382K -$44.1K -457 -10%
GAA
353
Global Assets Advisory
Florida
$377K +$78.9K +817 +26%
SNBOSCI
354
Security National Bank of Sioux City Iowa
Iowa
$377K -$1.45K -15 -0.4%
CAG
355
Crestwood Advisors Group
Massachusetts
$376K
SCA
356
Snowden Capital Advisors
New York
$375K
WBCM
357
Wilson & Boucher Capital Management
California
$372K
AWM
358
Accurate Wealth Management
Florida
$371K
BTWM
359
Baker Tilly Wealth Management
Wisconsin
$371K +$6.37K +66 +2%
ATC
360
Argent Trust Co
Tennessee
$367K +$151K +1,561 +68%
Empower Advisory Group
361
Empower Advisory Group
Colorado
$356K -$11.2K -116 -3%
CAAS
362
Capital Asset Advisory Services
Michigan
$349K +$351K +3,638 New
MSCM
363
McElhenny Sheffield Capital Management
Texas
$349K -$11.2K -116 -3%
Luther King Capital Management (LKCM)
364
Luther King Capital Management (LKCM)
Texas
$346K
HPM
365
Hoxton Planning & Management
West Virginia
$345K -$10.9K -113 -3%
WFAG
366
Worth Financial Advisory Group
North Carolina
$345K +$37K +383 +12%
BCI
367
Brinker Capital Investments
Pennsylvania
$344K -$9.85K -102 -3%
OPS
368
Orion Portfolio Solutions
Nebraska
$344K -$9.85K -102 -3%
FFS
369
Founders Financial Securities
Maryland
$344K -$2.41K -25 -0.7%
KWS
370
Keystone Wealth Services
California
$344K +$7.53K +78 +2%
AWE
371
Avidian Wealth Enterprises
Texas
$340K
OIA
372
OneDigital Investment Advisors
Kansas
$337K -$21.2K -220 -6%
WIA
373
Wealthedge Investment Advisors
New York
$337K +$341K +3,531 New
PRTG
374
Post Resch Tallon Group
New York
$332K +$335K +3,471 New
TKP
375
Tallon Kerry Patrick
$332K +$335K +3,471 New

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.