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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
GDP
76
Great Diamond Partners
Maine
$4.44M +$51.4K +2,086 +1%
SIS
77
Sound Income Strategies
Florida
$4.41M +$208K +8,427 +5%
SPIA
78
Steward Partners Investment Advisory
New York
$4.39M -$502K -20,355 -10%
TA
79
TrueWealth Advisors
Alabama
$4.39M -$1.11M -44,970 -20%
HFS
80
Howard Financial Services
Texas
$4.3M +$1.1M +44,641 +35%
CCM
81
Crabel Capital Management
California
$4.25M +$252K +10,225 +6%
CF
82
Centaurus Financial
California
$4.23M +$172K +6,960 +4%
GCA
83
Greenwood Capital Associates
South Carolina
$4.18M +$1.59M +64,536 +62%
FTS
84
Fifth Third Securities
Ohio
$3.83M +$45.3K +1,839 +1%
SFM
85
Signet Financial Management
New Jersey
$3.62M +$537K +21,791 +18%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$3.5M -$1.89M -76,484 -35%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3.5M -$6.05M -245,478 -64%
SAS
88
Sage Advisory Services
Texas
$3.46M
DC
89
Destiny Capital
Colorado
$3.42M -$46.9K -1,902 -1%
KWM
90
Kingsview Wealth Management
Oregon
$3.4M +$767K +31,124 +29%
SG
91
Sharper & Granite
California
$3.25M +$141K +5,700 +5%
LGA
92
Lebenthal Global Advisors
New York
$3.19M +$3.17M +128,530 New
SPW
93
Surience Private Wealth
Washington
$3.17M -$7.91K -321 -0.3%
LFASL
94
Lugano Financial Advisors SA (LFA)
Switzerland
$3.16M +$317K +12,850 +11%
FNT
95
First National Trust
Pennsylvania
$3.12M +$36K +1,460 +1%
MTIC
96
Missouri Trust & Investment Company
Missouri
$3.12M -$186K -7,563 -6%
BFA
97
Brendel Financial Advisors
New Hampshire
$3.08M +$1.03M +41,692 +51%
State Street
98
State Street
Massachusetts
$3.03M +$160K +6,488 +6%
CT
99
Caldwell Trust
Florida
$2.91M -$171K -6,923 -6%
WFA
100
Wells Financial Advisors
Massachusetts
$2.86M -$73K -2,962 -3%