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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
WWM
151
WT Wealth Management
Arizona
$942K +$605K +24,547 +183%
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$941K +$39.1K +1,588 +4%
HAS
153
HBW Advisory Services
California
$934K +$384K +15,584 +71%
SWRP
154
Summit Wealth & Retirement Planning
California
$895K -$421K -17,090 -32%
HNWAG
155
High Net Worth Advisory Group
Florida
$894K
KW
156
KWB Wealth
California
$890K +$23K +931 +3%
SB
157
Strategic Blueprint
Georgia
$865K -$189K -7,661 -18%
SPC
158
Sigma Planning Corp
Michigan
$856K +$849K +34,448 New
Jane Street
159
Jane Street
New York
$834K -$179M -7,265,575 -100%
CAL
160
Capital Advisors Ltd
Ohio
$819K +$320 +13 +0%
BFG
161
Beacon Financial Group
Texas
$813K -$420K -17,042 -34%
FTUS
162
Flow Traders U.S.
New York
$791K -$206K -8,353 -21%
Mercer Global Advisors
163
Mercer Global Advisors
Colorado
$787K -$353K -14,323 -31%
ACG
164
Allen Capital Group
Nebraska
$782K +$776K +31,484 New
AIP
165
Almanack Investment Partners
Pennsylvania
$764K +$758K +30,737 New
BWAM
166
Boyd Watterson Asset Management
Ohio
$760K -$64.7K -2,623 -8%
CA
167
CGN Advisors
Kansas
$741K -$528K -21,422 -42%
AWM
168
Apollon Wealth Management
South Carolina
$735K +$729K +29,581 New
DOA
169
D'Orazio & Associates
Virginia
$735K +$1.03K +42 +0.1%
CAGAS
170
Capital Advisory Group Advisory Services
Minnesota
$733K +$170K +6,900 +31%
CC
171
Courier Capital
New York
$731K +$58.1K +2,355 +9%
TPCW
172
TD Private Client Wealth
New York
$710K +$5.23K +212 +0.7%
DFCM
173
Dark Forest Capital Management
Puerto Rico
$678K +$673K +27,280 New
Kovitz Investment Group Partners
174
Kovitz Investment Group Partners
Illinois
$665K -$83.4K -3,385 -11%
CAS
175
Coppell Advisory Solutions
Texas
$659K +$19.5K +790 +3%