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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 %
CLOS
176
Compagnie Lombard Odier SCmA
Switzerland
$2.1M +$154K +1,624 +8%
VCM
177
Virtue Capital Management
Tennessee
$2.1M -$2.55M -27,933 Closed
Wealth Enhancement Advisory Services
178
Wealth Enhancement Advisory Services
Minnesota
$2.08M -$44.2K -467 -2%
BRWA
179
B. Riley Wealth Advisors
Florida
$2.05M -$239K -2,521 -10%
SFS
180
Sowell Financial Services
Arkansas
$2.05M +$2.05M +21,653 New
CA
181
Continuum Advisory
Idaho
$1.98M -$315K -3,320 -14%
Lido Advisors
182
Lido Advisors
California
$1.93M -$45.1K -476 -2%
TPWA
183
TRUE Private Wealth Advisors
Oregon
$1.93M -$1.89M -19,975 -50%
HighTower Advisors
184
HighTower Advisors
Illinois
$1.91M -$1.11M -11,774 -37%
TT
185
TI-Trust
Illinois
$1.9M +$81.5K +860 +4%
Rockefeller Capital Management
186
Rockefeller Capital Management
New York
$1.86M -$39.4K -416 -2%
BWM
187
Brown Wealth Management
Illinois
$1.86M -$223K -2,357 -11%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$1.83M +$144K +1,518 +9%
ARC
189
Advisor Resource Council
Texas
$1.82M +$1.82M +19,226 New
BTWM
190
Baker Tilly Wealth Management
Wisconsin
$1.82M -$153K -1,620 -8%
TW
191
Traveka Wealth
California
$1.82M +$1.82M +19,220 New
PMG
192
ProVise Management Group
Florida
$1.81M -$18.2K -192 -1%
PCS
193
Personal CFO Solutions
New Jersey
$1.8M -$137K -1,443 -7%
CMF
194
Counterpoint Mutual Funds
California
$1.77M +$83.3K +879 +5%
CA
195
Cetera Advisors
Colorado
$1.69M -$581K -6,135 -26%
MWM
196
Meridian Wealth Management
Kentucky
$1.66M +$198K +2,094 +14%
HWP
197
Hibernia Wealth Partners
Louisiana
$1.63M +$1.63M +17,191 New
SC
198
Stephenson & Company
California
$1.62M +$1.62M +17,063 New
WSTAM
199
Wilbanks Smith & Thomas Asset Management
Virginia
$1.61M +$24.3K +256 +2%
US Bancorp
200
US Bancorp
Minnesota
$1.6M -$137K -1,444 -8%