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SPDR Bloomberg High Yield Bond ETF

528 hedge funds and large institutions have $7.97B invested in SPDR Bloomberg High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 160 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
+24
Holders Change %
+4.76%
% of All Funds
7.74%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.32%
New
98
Increased
160
Reduced
181
Closed
67
Calls
$49.3M
Puts
$60.6M
Net Calls
-$11.2M
Net Calls Change
+$5.12M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
401
Dogwood Wealth Management
Kansas
$212K +$212K +2,238 New
Cerity Partners
402
Cerity Partners
New York
$208K +$208K +2,192 New
CCA
403
Conservest Capital Advisors
Pennsylvania
$208K -$10.4K -110 -5%
NW
404
NewEdge Wealth
Pennsylvania
$204K +$204K +2,150 New
AAM
405
Advisors Asset Management
Colorado
$187K +$80K +844 +74%
TWC
406
TD Waterhouse Canada
Ontario, Canada
$184K
JGCM
407
Joseph Group Capital Management
Ohio
$183K +$118K +1,246 +181%
CG
408
Cutler Group
California
$178K +$178K +1,887 New
AA
409
AlphaCentric Advisors
Puerto Rico
$174K -$24.7K -261 -12%
RWPA
410
Richard W. Paul & Associates
Michigan
$153K -$904K -9,546 -86%
RIM
411
Rockbridge Investment Management
New York
$149K +$149K +1,575 New
NBT
412
Northwest Bank & Trust
Iowa
$147K +$147K +1,552 New
ASN
413
Advisory Services Network
Georgia
$136K -$478K -5,042 -78%
S
414
Sachetta
Massachusetts
$130K +$130K +1,376 New
AAG
415
Armstrong Advisory Group
Massachusetts
$117K
Fidelity Investments
416
Fidelity Investments
Massachusetts
$113K -$1.9K -20 -2%
HIM
417
Hillsdale Investment Management
Ontario, Canada
$108K
PFBT
418
Parkside Financial Bank & Trust
Missouri
$106K +$19.7K +208 +23%
EWA
419
EP Wealth Advisors
California
$102K +$102K +1,078 New
NS
420
NBC Securities
Alabama
$98K -$94 -1 -0.1%
JEST
421
JTC Employer Solutions Trustee
Jersey
$95K
AF
422
Allworth Financial
California
$94.4K +$4.17K +44 +5%
EWM
423
EPG Wealth Management
Georgia
$90.6K -$844 -9 -0.9%
William Blair & Company
424
William Blair & Company
Illinois
$78.2K -$339K -3,576 -81%
Lazard Asset Management
425
Lazard Asset Management
New York
$75K -$72K