JNK icon

SPDR Bloomberg High Yield Bond ETF

505 hedge funds and large institutions have $7.01B invested in SPDR Bloomberg High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 141 increasing their positions, 201 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
505
Holders Change
-28
Holders Change %
-5.25%
% of All Funds
8.08%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.38%
New
69
Increased
141
Reduced
201
Closed
85
Calls
$15.5M
Puts
$68.3M
Net Calls
-$52.8M
Net Calls Change
+$84.4M
Name Holding Trade Value Shares
Change
Shares
Change %
GP
126
Girard Partners
Pennsylvania
$2.81M -$3.82M -41,159 -58%
CCM
127
Canal Capital Management
Virginia
$2.76M +$2.05M +22,059 +285%
SFS
128
Sowell Financial Services
Arkansas
$2.73M -$1.71M -18,413 -39%
IC
129
IEQ Capital
California
$2.66M -$36.6K -394 -1%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$2.63M -$162K -1,742 -6%
DADC
131
D.A. Davidson & Co
Montana
$2.61M -$251K -2,707 -9%
MNG
132
Manning & Napier Group
New York
$2.61M -$2.51M
AWS
133
Atria Wealth Solutions
New York
$2.6M -$1.81M -19,523 -41%
CAM
134
Crestone Asset Management
Colorado
$2.58M -$1.89M -20,411 -42%
PFM
135
Phillips Financial Management
Indiana
$2.58M +$743 +8 +0%
WT
136
Whittier Trust
California
$2.56M -$77.1K -831 -3%
SAS
137
Sage Advisory Services
Texas
$2.54M
RJT
138
Raymond James Trust
Florida
$2.52M -$101K -1,088 -4%
AWM
139
Aprio Wealth Management
Georgia
$2.5M -$63.7K -686 -2%
PMG
140
ProVise Management Group
Florida
$2.49M +$2.49M +26,800 New
MA
141
Mutual Advisors
Nebraska
$2.46M +$2.46M +26,548 New
Lido Advisors
142
Lido Advisors
California
$2.41M +$2.41M +25,974 New
CMF
143
Counterpoint Mutual Funds
California
$2.38M +$882K +9,499 +59%
AWM
144
Alterna Wealth Management
Texas
$2.37M -$706K -7,605 -23%
First Trust Advisors
145
First Trust Advisors
Illinois
$2.35M -$48.6K -524 -2%
CWA
146
Clearview Wealth Advisors
Oregon
$2.27M +$2.27M +24,467 New
AWM
147
Apollon Wealth Management
South Carolina
$2.25M +$520K +5,603 +30%
AP
148
Appleton Partners
Massachusetts
$2.25M +$11.8K +127 +0.5%
AP
149
Agilis Partners
Massachusetts
$2.23M
HighTower Advisors
150
HighTower Advisors
Illinois
$2.22M -$3.27M -35,390 -60%