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SPDR Bloomberg High Yield Bond ETF

516 hedge funds and large institutions have $10.5B invested in SPDR Bloomberg High Yield Bond ETF in 2021 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 197 increasing their positions, 178 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
Holders Change %
0%
% of All Funds
9.09%
Holding in Top 10
39
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.69%
New
58
Increased
197
Reduced
178
Closed
50
Calls
$27.7M
Puts
$326M
Net Calls
-$298M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CST
126
Charles Schwab Trust
Nevada
$5.82M +$2.13M +19,602 +58%
Sumitomo Mitsui Trust Group
127
Sumitomo Mitsui Trust Group
Japan
$5.63M -$4.32M -39,674 -43%
FIM
128
Freedom Investment Management
Connecticut
$5.63M +$5.63M +51,709 New
FSA
129
Financial Services Advisory
Maryland
$5.47M -$11.6M -106,952 -68%
PFM
130
Phillips Financial Management
Indiana
$5.42M +$77.8K +715 +1%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$5.23M +$2.15M +19,746 +70%
DRS
132
Deane Retirement Strategies
Louisiana
$5.2M +$5.2M +47,866 New
FF
133
Friedenthal Financial
New Jersey
$5.08M +$5.08M +46,680 New
US Bancorp
134
US Bancorp
Minnesota
$5M -$11.8M -108,376 -70%
Truist Financial
135
Truist Financial
North Carolina
$4.79M -$5.07M -46,572 -51%
DWM
136
Darwin Wealth Management
Florida
$4.78M +$1.21M +11,134 +34%
CAG
137
Csenge Advisory Group
Florida
$4.68M +$257K +2,361 +6%
SPC
138
Sigma Planning Corp
Michigan
$4.36M +$86.4K +794 +2%
NWM
139
Nicola Wealth Management
British Columbia, Canada
$4.35M
NAS
140
Nicolet Advisory Services
Wisconsin
$4.34M +$1.14M +10,438 +35%
GP
141
Girard Partners
Pennsylvania
$4.33M -$210K -1,933 -5%
First Trust Advisors
142
First Trust Advisors
Illinois
$4.17M -$46.5K -427 -1%
TWP
143
Tempus Wealth Planning
California
$4.06M +$4.06M +37,284 New
ACM
144
Anfield Capital Management
California
$4.03M +$4.03M +37,054 New
VCM
145
Virtue Capital Management
Tennessee
$3.99M -$882K -8,108 -18%
SIA
146
Sovereign Investment Advisors
Arizona
$3.99M +$29.4K +270 +0.7%
WPA
147
Winning Points Advisors
Florida
$3.94M
WAS
148
Wealth Advisory Solutions
Indiana
$3.94M +$3.2M +29,469 +438%
WT
149
Whittier Trust
California
$3.93M -$28.1K -258 -0.7%
MLM
150
Mount Lucas Management
Pennsylvania
$3.84M +$11K +101 +0.3%