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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
TF
101
TimeScale Financial
Massachusetts
$4.58M +$4.53M +49,316 New
EI
102
Ellevest Inc
New York
$4.36M +$209K +2,274 +5%
SIS
103
Sound Income Strategies
Florida
$4.21M +$111K +1,212 +3%
CST
104
Charles Schwab Trust
Nevada
$4.2M -$469K -5,104 -10%
VWA
105
Visionary Wealth Advisors
Illinois
$3.89M +$402K +4,377 +12%
SIA
106
Sovereign Investment Advisors
Arizona
$3.77M +$39.8K +433 +1%
TI
107
Tidal Investments
Wisconsin
$3.71M +$825K +8,985 +29%
RWI
108
Red Wave Investments
Pennsylvania
$3.66M -$214K -2,326 -6%
FW
109
FirstPurpose Wealth
Utah
$3.59M +$344K +3,744 +11%
JFG
110
Jefferies Financial Group
New York
$3.38M +$1.62M +17,639 +94%
PAG
111
Private Advisor Group
New Jersey
$3.34M -$2.76M -30,067 -45%
DBT
112
Dubuque Bank & Trust
Iowa
$3.28M +$197K +2,144 +6%
PGFC
113
Peapack-Gladstone Financial Corp
New Jersey
$3.22M -$40.8K -444 -1%
FIBT
114
First International Bank & Trust
North Dakota
$3.21M +$48.3K +526 +2%
NEAM
115
New England Asset Management
Connecticut
$3.16M +$22K +240 +0.7%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$3.09M -$1.82M -19,835 -37%
HKIMG
117
Hutchens & Kramer Investment Management Group
Indiana
$3.07M +$3.04M +33,074 New
Allspring Global Investments
118
Allspring Global Investments
North Carolina
$3.07M +$904K +9,843 +42%
PFS
119
Prospera Financial Services
Texas
$2.97M +$577K +6,283 +24%
IA
120
IFP Advisors
Florida
$2.96M +$550K +5,993 +28%
IWC
121
Integrated Wealth Concepts
Massachusetts
$2.93M -$228K -2,479 -7%
RIA
122
Regal Investment Advisors
Michigan
$2.92M +$66.9K +728 +2%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$2.87M -$259K -2,820 -8%
VC
124
Veery Capital
Delaware
$2.83M -$69.3K -755 -2%
FCC
125
Florin Court Capital
United Kingdom
$2.82M +$2.57M +28,000 +1,167%