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State Street SPDR Bloomberg High Yield Bond ETF

508 hedge funds and large institutions have $7.01B invested in State Street SPDR Bloomberg High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 142 increasing their positions, 202 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.53% more ownership

Funds ownership: 101.93%107.45% (+5.5%)

5% less funds holding

Funds holding: 536508 (-28)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

19% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 86

30% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 202

35% less capital invested

Capital invested by funds: $10.7B → $7.01B (-$3.72B)

77% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $68.3M

Holders
508
Holders Change
-28
Holders Change %
-5.22%
% of All Funds
8.1%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.38%
New
70
Increased
142
Reduced
202
Closed
86
Calls
$15.5M
Puts
$68.3M
Net Calls
-$52.8M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Proffitt & Goodson
Tennessee
-$945K -10,504 Closed
CWA
552
Canvas Wealth Advisors
Kansas
-$958K -10,216 Closed
Principal Financial Group
553
Principal Financial Group
Iowa
-$900K -10,000 Closed
KKRC
554
Kohlberg Kravis Roberts & Co
New York
-$859K -9,539 Closed
VAG
555
VisionPoint Advisory Group
Texas
-$816K -8,870 Closed
HVM
556
Harvest Volatility Management
Connecticut
-$746K -8,286 Closed
PCIA
557
Prime Capital Investment Advisors
Kansas
-$704K -7,818 Closed
DWM
558
Defined Wealth Management
Oregon
-$596K -6,625 Closed
W
559
WealthOne
New York
-$541K -6,016 Closed
WIM
560
WealthPlan Investment Management
Nebraska
-$525K -5,708 Closed
BMCM
561
Burns Matteson Capital Management
New York
-$510K -5,671 Closed
T
562
TCWP
Ohio
-$495K -5,495 Closed
PWM
563
Prentice Wealth Management
New York
-$468K -5,199 Closed
CWM
564
CMH Wealth Management
New Hampshire
-$450K -5,000 Closed
DT
565
Daniels + Tansey
Delaware
-$431K -4,785 Closed
CBFP
566
Cedar Brook Financial Partners
Ohio
-$355K -3,939 Closed
NB
567
Nicolet Bankshares
Wisconsin
-$327K -3,637 Closed
PPW
568
Parcion Private Wealth
Washington
-$318K -3,533 Closed
SIC
569
Sterling Investment Counsel
New York
-$283K -3,143 Closed
Fiera Capital (Canada)
570
Fiera Capital (Canada)
Quebec, Canada
-$282K -3,137 Closed
AA
571
Advisory Alpha
Michigan
-$266K -2,959 Closed
WAP
572
Wealthcare Advisory Partners
Pennsylvania
-$247K -2,744 Closed
CAM
573
Concorde Asset Management
Michigan
-$242K -2,689 Closed
IMA
574
Investment Management Associates
Colorado
-$231K -2,572 Closed
UF
575
Univest Financial
Pennsylvania
-$225K -2,496 Closed