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SPDR Bloomberg Short Term High Yield Bond ETF

302 hedge funds and large institutions have $2.28B invested in SPDR Bloomberg Short Term High Yield Bond ETF in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 90 increasing their positions, 127 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
Holders Change
-24
Holders Change %
-7.36%
% of All Funds
5.11%
Holding in Top 10
20
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-31.03%
% of All Funds
0.34%
New
33
Increased
90
Reduced
127
Closed
51
Calls
$897K
Puts
$308K
Net Calls
+$589K
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Shares
Change %
BFG
126
Beacon Financial Group
Texas
$1.09M -$359K -14,626 -25%
American Century Companies
127
American Century Companies
Missouri
$1.08M
SFG
128
Summit Financial Group
West Virginia
$1.04M
Prudential Financial
129
Prudential Financial
New Jersey
$986K +$447K +18,501 +83%
ETIA
130
Epic Trust Investment Advisors
Washington
$975K -$84.7K -3,510 -8%
OFG
131
OTA Financial Group
New York
$964K -$726K -30,137 -43%
WCM
132
Windham Capital Management
Massachusetts
$940K -$37.4K -1,551 -4%
BWAM
133
Boyd Watterson Asset Management
Ohio
$936K -$237K -9,809 -20%
CC
134
Courier Capital
New York
$934K
CW
135
CreativeOne Wealth
Kansas
$926K +$926K +38,392 New
BAAM
136
Baker Avenue Asset Management
California
$922K +$227K +9,393 +33%
DC
137
Davenport & Co
Virginia
$913K +$191K +7,914 +26%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$908K -$150K -6,203 -14%
Mercer Global Advisors
139
Mercer Global Advisors
Colorado
$907K -$4.8K -199 -0.5%
ACA
140
Atlas Capital Advisors
Wyoming
$893K -$333K -13,800 -27%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$872K -$112K -4,637 -11%
GM
142
GeoWealth Management
Illinois
$856K -$20.9K -866 -2%
SFA
143
Source Financial Advisors
New York
$816K -$20.3K -842 -2%
CAGAS
144
Capital Advisory Group Advisory Services
Minnesota
$804K
PGFC
145
Peapack-Gladstone Financial Corp
New Jersey
$797K -$238K -9,850 -23%
Koshinski Asset Management
146
Koshinski Asset Management
Illinois
$792K +$14.4K +595 +2%
CFP
147
Cypress Financial Planning
New Jersey
$788K +$788K +32,654 New
CT
148
Coastline Trust
Rhode Island
$786K -$1.56M -64,550 -66%
WT
149
Whittier Trust
California
$770K -$2.02M -83,752 -72%
Kovitz Investment Group Partners
150
Kovitz Investment Group Partners
Illinois
$755K -$5.5K -228 -0.7%