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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
CASC
176
Coppell Advisory Solutions Corp
Texas
$659K +$19.5K +790 +3%
MWM
177
Meridian Wealth Management
Kentucky
$650K -$23.2K -941 -3%
RT
178
Rockland Trust
Massachusetts
$649K +$12.5K +506 +2%
AWA
179
Arete Wealth Advisors
Illinois
$641K -$152K -6,172 -19%
CIA
180
Capital Investment Advisors
Georgia
$631K -$66.2K -2,685 -10%
IA
181
IFP Advisors
Florida
$624K -$138K -5,581 -22%
LAM
182
LifePro Asset Management
California
$612K
GRP
183
Global Retirement Partners
California
$594K +$160K +6,508 +37%
WT
184
Whittier Trust
California
$590K -$69.4K -2,816 -11%
PTC
185
Private Trust Company
Ohio
$578K +$250K +10,125 +77%
VFA
186
Valeo Financial Advisors
Indiana
$571K
DWM
187
Denver Wealth Management
Colorado
$537K +$83.3K +3,380 +19%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$526K +$24.4K +990 +5%
FSG
189
Financial Strategies Group
Michigan
$511K +$157K +6,357 +45%
OC
190
Oppenheimer & Co
New York
$504K -$1.14M -46,386 -70%
VAS
191
Vestmark Advisory Solutions
Massachusetts
$487K -$236K -9,574 -33%
PBO
192
Peoples Bank (Ohio)
Ohio
$474K -$144K -5,854 -23%
Corient Private Wealth
193
Corient Private Wealth
Florida
$462K -$55.8K -2,262 -11%
PL
194
Protective Life
Alabama
$460K
GWM
195
Geneos Wealth Management
Colorado
$456K +$110K +4,447 +32%
FAIM
196
Financial Advocates Investment Management
Washington
$444K -$744K -30,200 -63%
Goldman Sachs
197
Goldman Sachs
New York
$432K +$428K +17,378 New
HW
198
Hancock Whitney
Mississippi
$409K +$407K +16,500 New
GAA
199
Global Assets Advisory
Florida
$408K +$408K +16,547 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$407K -$82.5K -3,345 -17%