JNK icon

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 %
FIM
576
Fernwood Investment Management
Massachusetts
-$250K -2,762 Closed
CFG
577
Citizens Financial Group
Rhode Island
-$243K -2,691 Closed
MPCG
578
Matrix Private Capital Group
New York
-$239K -2,641 Closed
AAS
579
Ameritas Advisory Services
Nebraska
-$219K -2,441 Closed
WIA
580
World Investment Advisors
California
-$207K -2,288 Closed
EWA
581
ERTS Wealth Advisors
Michigan
-$205K -2,272 Closed
SC
582
Slow Capital
California
-$201K -2,223 Closed
SSWM
583
Sheets Smith Wealth Management
North Carolina
-$153K -1,688 Closed
CSPIA
584
Cary Street Partners Investment Advisory
Virginia
-$100K -1,108 Closed
OSAM
585
O'Shaughnessy Asset Management
Connecticut
-$84.1K -930 Closed
CIA
586
Choate Investment Advisors
Massachusetts
-$67.3K -745 Closed
VAG
587
VisionPoint Advisory Group
Texas
-$57.3K -634 Closed
HFS
588
Hantz Financial Services
Michigan
-$49K -543 Closed
HWA
589
HHM Wealth Advisors
Tennessee
-$28K -310 Closed
SCA
590
Stonebridge Capital Advisors
Minnesota
-$14.1K -156 Closed
SC
591
Steph & Co
Wisconsin
-$12.3K -136 Closed
CWM
592
Cranbrook Wealth Management
Michigan
-$9.31K -103 Closed
CCP
593
Carmel Capital Partners
California
-$8.41K -93 Closed
MIM
594
MTM Investment Management
South Carolina
-$5.15K -57 Closed
CPG
595
Cornerstone Planning Group
New Jersey
-$4.88K -54 Closed
HPC
596
HM Payson & Co
Maine
-$904 -10 Closed
CWP
597
Concord Wealth Partners
Virginia
-$645 -7 Closed
S
598
SignatureFD
Georgia
-$181 -2 Closed