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State Street SPDR Bloomberg Short Term High Yield Bond ETF

318 hedge funds and large institutions have $2.19B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 130 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.78% less ownership

Funds ownership: 68.97%67.19% (-1.8%)

8% less funds holding

Funds holding: 347318 (-29)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

20% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 130

33% less capital invested

Capital invested by funds: $3.26B → $2.19B (-$1.07B)

40% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 63

Holders
318
Holders Change
-29
Holders Change %
-8.36%
% of All Funds
5.07%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.29%
New
38
Increased
104
Reduced
130
Closed
63
Calls
$636K
Puts
Net Calls
+$636K
Net Calls Change
+$865K
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$19.2M +$210K +8,519 +1%
FBB
27
Fulton Breakefield Broenniman
Maryland
$17.4M +$161K +6,538 +0.9%
AWM
28
Angeles Wealth Management
California
$16M +$847K +34,341 +6%
CF
29
Cantor Fitzgerald
New York
$14.8M +$364K +14,753 +3%
TNBTD
30
Trustmark National Bank Trust Department
Mississippi
$14.7M -$1.37M -55,555 -9%
TC
31
Toews Corporation
New Jersey
$11.4M +$11.3M +460,400 New
Nomura Asset Management
32
Nomura Asset Management
Japan
$10.9M
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$10.7M +$10.6M +429,400 New
MFG
34
Merit Financial Group
Georgia
$10.5M +$5.91M +239,768 +131%
GLA
35
Good Life Advisors
Pennsylvania
$10.4M -$358K -14,530 -3%
Stifel Financial
36
Stifel Financial
Missouri
$10.2M -$1.59M -64,608 -14%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$10.1M +$4.57M +185,382 +83%
LNC
38
Lincoln National Corp
Pennsylvania
$10.1M +$50.1K +2,032 +0.5%
Mariner
39
Mariner
Kansas
$10.1M -$4.47M -181,219 -31%
MSWM
40
Mader & Shannon Wealth Management
Missouri
$9.55M +$9.48M +384,516 New
RJA
41
Raymond James & Associates
Florida
$9.48M -$8.56M -347,182 -48%
EA
42
Echo45 Advisors
California
$9.35M +$807K +32,730 +10%
WCM
43
Wavelength Capital Management
Connecticut
$8.59M -$24.7K -1,000 -0.3%
HCP
44
Holt Capital Partners
Texas
$8.07M -$348K -14,108 -4%
CFP
45
Curran Financial Partners
South Carolina
$7.57M +$881K +35,725 +13%
Loomis, Sayles & Company
46
Loomis, Sayles & Company
Massachusetts
$7.27M +$7.21M +292,500 New
IAIM
47
International Assets Investment Management
Florida
$7.14M +$2.6M +105,613 New
SMFG
48
Sumitomo Mitsui Financial Group
Japan
$6.87M -$178K -7,220 -3%
MWC
49
MBM Wealth Consultants
Missouri
$6.86M
IWMWV
50
Ironwood Wealth Management (West Virginia)
West Virginia
$6.83M -$53.6K -2,176 -0.8%