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State Street SPDR Bloomberg Short Term High Yield Bond ETF

344 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 130 increasing their positions, 104 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $215K | Put options by funds: $74K

100% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 29

33% more funds holding in top 10

Funds holding in top 10: 1824 (+6)

25% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 104

20% more capital invested

Capital invested by funds: $2.19B → $2.63B (+$447M)

8% more funds holding

Funds holding: 318344 (+26)

2.58% more ownership

Funds ownership: 67.19%69.76% (+2.6%)

Holders
344
Holders Change
+26
Holders Change %
+8.18%
% of All Funds
5.4%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.38%
New
58
Increased
130
Reduced
104
Closed
29
Calls
$215K
Puts
$74K
Net Calls
+$141K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
AT
51
Arden Trust
Delaware
$8.66M +$2.14M +87,235 +33%
CFP
52
Curran Financial Partners
South Carolina
$8.04M +$516K +21,020 +7%
HCP
53
Holt Capital Partners
Texas
$7.97M -$49.7K -2,023 -0.6%
CCM
54
Crabel Capital Management
California
$7.49M +$3.24M +131,976 +77%
Wealthfront Advisers
55
Wealthfront Advisers
California
$7.32M +$7.27M +296,389 New
Loomis, Sayles & Company
56
Loomis, Sayles & Company
Massachusetts
$7.22M
IWC
57
Integrated Wealth Concepts
Massachusetts
$7.1M +$7.06M +287,622 New
MWC
58
MBM Wealth Consultants
Missouri
$6.98M +$502K +20,435 +8%
MGIA
59
Matthew Goff Investment Advisor
Texas
$6.88M +$654K +26,645 +11%
IWMWV
60
Ironwood Wealth Management (West Virginia)
West Virginia
$6.8M +$24.1K +980 +0.4%
SMFG
61
Sumitomo Mitsui Financial Group
Japan
$6.78M -$53.9K -2,197 -0.8%
LHA
62
Little Harbor Advisors
Massachusetts
$6.44M +$6.4M +260,814 New
FPGK
63
Financial Partners Group (Kansas)
Kansas
$6.12M +$819K +33,381 +15%
GAG
64
Goodman Advisory Group
Massachusetts
$5.98M +$749K +30,496 +14%
IWM
65
IHT Wealth Management
Illinois
$5.96M +$261K +10,632 +5%
CAC
66
Certified Advisory Corp
Florida
$5.72M +$431K +17,546 +8%
TW
67
Transform Wealth
Colorado
$5.69M +$5.65M +230,172 New
LG
68
Leuthold Group
Minnesota
$5.52M -$77.9K -3,172 -1%
CAN
69
Cetera Advisor Networks
California
$5.46M +$2.7M +109,997 +99%
Creative Planning
70
Creative Planning
Kansas
$5.44M +$139K +5,645 +3%
GLR
71
Great Lakes Retirement
Ohio
$5.42M +$151K +6,140 +3%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$5.35M +$4.39M +178,769 +472%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$5.2M -$712K -29,027 -12%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$5.17M +$1.68M +68,494 +49%
SPW
75
Surience Private Wealth
Washington
$5.16M +$2M +81,556 +64%