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SPDR Bloomberg High Yield Bond ETF

505 hedge funds and large institutions have $7.01B invested in SPDR Bloomberg High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 201 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-28
Holders Change %
-5.25%
% of All Funds
8.08%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.38%
New
69
Increased
141
Reduced
201
Closed
85
Calls
$15.5M
Puts
$68.3M
Net Calls
-$52.8M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
551
VisionPoint Advisory Group
Texas
-$816K -8,870 Closed
HVM
552
Harvest Volatility Management
Connecticut
-$746K -8,286 Closed
PCIA
553
Prime Capital Investment Advisors
Kansas
-$704K -7,818 Closed
DWM
554
Defined Wealth Management
Oregon
-$596K -6,625 Closed
W
555
WealthOne
New York
-$541K -6,016 Closed
WIM
556
WealthPlan Investment Management
Nebraska
-$525K -5,708 Closed
BMCM
557
Burns Matteson Capital Management
New York
-$510K -5,671 Closed
T
558
TCWP
Ohio
-$495K -5,495 Closed
PWM
559
Prentice Wealth Management
New York
-$468K -5,199 Closed
CWM
560
CMH Wealth Management
New Hampshire
-$450K -5,000 Closed
DT
561
Daniels + Tansey
Delaware
-$431K -4,785 Closed
CBFP
562
Cedar Brook Financial Partners
Ohio
-$355K -3,939 Closed
NB
563
Nicolet Bankshares
Wisconsin
-$327K -3,637 Closed
PPW
564
Parcion Private Wealth
Washington
-$318K -3,533 Closed
SIC
565
Sterling Investment Counsel
New York
-$283K -3,143 Closed
Fiera Capital (Canada)
566
Fiera Capital (Canada)
Quebec, Canada
-$282K -3,137 Closed
AA
567
Advisory Alpha
Michigan
-$266K -2,959 Closed
WAP
568
Wealthcare Advisory Partners
Pennsylvania
-$247K -2,744 Closed
CAM
569
Concorde Asset Management
Michigan
-$242K -2,689 Closed
IMA
570
Investment Management Associates
Colorado
-$231K -2,572 Closed
UF
571
Univest Financial
Pennsylvania
-$225K -2,496 Closed
BWA
572
Beam Wealth Advisors
Louisiana
-$218K -2,424 Closed
PFM
573
Peak Financial Management
Massachusetts
-$217K -2,410 Closed
MMA
574
Miracle Mile Advisors
California
-$217K -2,410 Closed
RIA
575
Realta Investment Advisors
Delaware
-$163K -1,812 Closed