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SPDR Bloomberg High Yield Bond ETF

546 hedge funds and large institutions have $7.7B invested in SPDR Bloomberg High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 169 increasing their positions, 214 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+12
Holders Change %
+2.25%
% of All Funds
7.9%
Holding in Top 10
27
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.9%
% of All Funds
0.39%
New
62
Increased
169
Reduced
214
Closed
45
Calls
$19.5M
Puts
$15.6M
Net Calls
+$3.89M
Net Calls Change
+$11.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OMC
101
Old Mission Capital
Illinois
$6.14M +$6.14M +62,757 New
WANY
102
Wealthspire Advisors (New York)
New York
$6.09M +$5.51M +56,339 +951%
DF
103
Donoghue Forlines
Massachusetts
$6.03M -$155K -1,588 -3%
MWM
104
Merriman Wealth Management
Washington
$6.02M -$491K -5,021 -8%
SIS
105
Sound Income Strategies
Florida
$6.02M -$1.94M -19,820 -24%
Vontobel Holding
106
Vontobel Holding
Switzerland
$6.01M -$229K -2,343 -4%
EI
107
Ellevest Inc
New York
$5.94M +$333K +3,404 +6%
KWM
108
Kingsview Wealth Management
Oregon
$5.89M -$2.61M -26,678 -31%
IA
109
IFG Advisory
Georgia
$5.86M -$2.33M -23,820 -28%
CIBC Asset Management
110
CIBC Asset Management
Ontario, Canada
$5.48M -$1.46M -14,954 -21%
HWP
111
Hibernia Wealth Partners
Louisiana
$5.34M +$168K +1,715 +3%
BAAM
112
Baker Avenue Asset Management
California
$5.3M +$347K +3,553 +7%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$5.29M +$435K +4,449 +9%
WCM
114
Windsor Capital Management
Arizona
$5.12M -$55.6K -569 -1%
Betterment LLC
115
Betterment LLC
New York
$5.07M -$1.62M -16,536 -24%
NA
116
NewEdge Advisors
Louisiana
$4.89M +$1.86M +19,052 +62%
PS
117
Principal Securities
Iowa
$4.79M +$983K +10,054 +26%
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$4.79M +$333K +3,404 +7%
Charles Schwab
119
Charles Schwab
California
$4.7M -$2.05M -20,943 -30%
SA
120
Sanctuary Advisors
Indiana
$4.66M +$647K +6,693 +16%
SP
121
Symmetry Partners
Connecticut
$4.64M -$17.1M -174,685 -79%
First Trust Advisors
122
First Trust Advisors
Illinois
$4.45M -$1.39M -14,212 -24%
SIA
123
Sovereign Investment Advisors
Arizona
$4.39M +$191K +1,954 +5%
KPWG
124
KFA Private Wealth Group
Virginia
$4.3M +$2.28M +23,318 +113%
AFS
125
Axiom Financial Strategies
Indiana
$4.3M +$3.36M +34,351 +357%