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State Street SPDR Bloomberg Short Term High Yield Bond ETF

358 hedge funds and large institutions have $3.27B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 127 increasing their positions, 123 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

2% more funds holding

Funds holding: 350358 (+8)

3% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 123

2% less capital invested

Capital invested by funds: $3.33B → $3.27B (-$60M)

2.63% less ownership

Funds ownership: 72.58%69.95% (-2.6%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

60% less call options, than puts

Call options by funds: $2K | Put options by funds: $5K

Holders
358
Holders Change
+8
Holders Change %
+2.29%
% of All Funds
5.17%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.36%
New
49
Increased
127
Reduced
123
Closed
35
Calls
$2K
Puts
$5K
Net Calls
-$3K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
WC
76
Waterloo Capital
Texas
$6.22M -$519K -20,798 -8%
SMF
77
Sterling Manor Financial
New York
$6.11M +$5.73M +229,963 +1,549%
DI
78
Disciplined Investments
Oklahoma
$5.97M +$472K +18,948 +9%
CT
79
Caldwell Trust
Florida
$5.81M +$1.65M +66,060 +40%
SCM
80
Shenkman Capital Management
New York
$5.75M -$40.5M -1,623,010 -88%
4WM
81
49 Wealth Management
Texas
$5.71M +$5.74M +230,123 New
SIS
82
Sound Income Strategies
Florida
$5.61M +$219K +8,793 +4%
KAS
83
Kestra Advisory Services
Texas
$5.57M +$2.58M +103,285 +86%
GC
84
Guggenheim Capital
Illinois
$5.35M +$488K +19,564 +10%
SA
85
Sanctuary Advisors
Indiana
$5.26M +$5.26M +211,079 New
PAG
86
Private Advisor Group
New Jersey
$5.25M +$1.17M +47,008 +29%
MOS
87
MGO One Seven
Ohio
$5.12M +$1.86M +74,443 +57%
Loomis, Sayles & Company
88
Loomis, Sayles & Company
Massachusetts
$5.06M -$2.24M -90,000 -31%
KWM
89
Kingsview Wealth Management
Oregon
$4.94M +$374K +14,982 +8%
FTS
90
Fifth Third Securities
Ohio
$4.67M +$295K +11,836 +7%
AHC
91
Adell Harriman & Carpenter
Texas
$4.62M -$33K -1,325 -0.7%
SG
92
Sharper & Granite
California
$4.59M +$51.7K +2,075 +1%
MTIC
93
Missouri Trust & Investment Company
Missouri
$4.54M +$57.4K +2,302 +1%
GWAM
94
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.51M -$21K -843 -0.5%
RIM
95
Redwood Investment Management
Arizona
$4.5M +$4.5M +180,300 New
TA
96
TrueWealth Advisors
Alabama
$4.39M +$272K +10,890 +7%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$4.31M -$22.9K -919 -0.5%
SPW
98
Surience Private Wealth
Washington
$4.22M +$1.26M +50,506 +43%
CF
99
Centaurus Financial
California
$4.21M +$42.8K +1,716 +1%
OAM
100
Oppenheimer Asset Management
New York
$4.19M +$179K +7,174 +4%