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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 %
TW
151
TritonPoint Wealth
Maryland
$2.89M +$2.89M +30,544 New
TWP
152
Tempus Wealth Planning
California
$2.89M +$2.64M +27,852 +1,050%
BWA
153
BlueSky Wealth Advisors
North Carolina
$2.87M +$964K +10,174 +51%
IC
154
IEQ Capital
California
$2.86M +$62.4K +659 +2%
DADC
155
D.A. Davidson & Co
Montana
$2.81M -$47.6K -502 -2%
GP
156
Girard Partners
Pennsylvania
$2.8M -$120K -1,271 -4%
CCM
157
Canal Capital Management
Virginia
$2.7M +$297K +3,136 +12%
HTIM
158
Harbour Trust & Investment Management
Indiana
$2.7M +$2.7M +28,462 New
AWM
159
Activest Wealth Management
Florida
$2.63M +$2.54M +26,829 +2,968%
PGFC
160
Peapack-Gladstone Financial Corp
New Jersey
$2.62M
SAS
161
Sage Advisory Services
Texas
$2.59M
RJT
162
Raymond James Trust
Florida
$2.56M -$9.47K -100 -0.4%
PFM
163
Phillips Financial Management
Indiana
$2.55M -$113K -1,195 -4%
CFB
164
Cullen/Frost Bankers
Texas
$2.5M +$818K +8,640 +49%
PS
165
Principal Securities
Iowa
$2.49M +$2.49M +26,333 New
NA
166
NewEdge Advisors
Louisiana
$2.48M +$1.88M +19,901 +311%
EWMCB
167
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$2.4M -$1.75M -18,452 -42%
AG
168
Ascent Group
Virginia
$2.39M +$615K +6,507 +35%
FA
169
Forefront Analytics
Pennsylvania
$2.33M +$2.03M +21,389 +678%
Allspring Global Investments
170
Allspring Global Investments
North Carolina
$2.31M +$104K +1,100 +5%
ACM
171
Anfield Capital Management
California
$2.31M +$43.6K +460 +2%
AP
172
Agilis Partners
Massachusetts
$2.31M +$47.6K +502 +2%
PWG
173
Portside Wealth Group
Utah
$2.3M -$320K -3,376 -12%
CAM
174
Crestone Asset Management
Colorado
$2.17M -$841K -8,883 -28%
PWM
175
Perigon Wealth Management
California
$2.14M +$16.1K +170 +0.8%