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State Street SPDR Bloomberg Short Term High Yield Bond ETF

381 hedge funds and large institutions have $3.35B invested in State Street SPDR Bloomberg Short Term High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 155 increasing their positions, 97 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 39

61% more call options, than puts

Call options by funds: $2.74M | Put options by funds: $1.7M

60% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 97

18% more funds holding in top 10

Funds holding in top 10: 2226 (+4)

7% more funds holding

Funds holding: 356381 (+25)

0.73% less ownership

Funds ownership: 71.78%71.05% (-0.73%)

2% less capital invested

Capital invested by funds: $3.4B → $3.35B (-$51.7M)

Holders
381
Holders Change
+25
Holders Change %
+7.02%
% of All Funds
5.02%
Holding in Top 10
26
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+18.18%
% of All Funds
0.34%
New
70
Increased
155
Reduced
97
Closed
39
Calls
$2.74M
Puts
$1.7M
Net Calls
+$1.04M
Net Calls Change
+$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$314M +$143M +5,600,323 +81%
GC
2
Grimes & Company
Massachusetts
$198M +$9.67M +379,464 +5%
IMPI
3
Ilmarinen Mutual Pension Insurance
Finland
$138M -$354M -13,900,000 -72%
AIA
4
Angeles Investment Advisors
California
$134M +$11.8M +465,000 +10%
OPAM
5
Ocean Park Asset Management
California
$122M
State of New Jersey Common Pension Fund D
6
State of New Jersey Common Pension Fund D
New Jersey
$118M
LPL Financial
7
LPL Financial
California
$92.6M +$6.72M +263,532 +8%
Wells Fargo
8
Wells Fargo
California
$89.2M -$3.29M -129,239 -4%
CCMG
9
Clark Capital Management Group
Pennsylvania
$75.5M +$2.81M +110,349 +4%
Wealthfront Advisers
10
Wealthfront Advisers
California
$74.9M +$12.8M +502,399 +20%
EWM
11
Empirical Wealth Management
Washington
$72M +$2.89M +113,378 +4%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$69.4M +$619K +24,307 +0.9%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$69.4M +$10M +392,465 +17%
HWM
14
Horizon Wealth Management
Illinois
$67.3M +$67.9M +2,663,821 New
Bank of America
15
Bank of America
North Carolina
$62.8M +$6.6M +259,083 +12%
Morgan Stanley
16
Morgan Stanley
New York
$59.5M +$12M +471,624 +25%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$58.4M +$44.4M +1,743,600 +305%
Goldman Sachs
18
Goldman Sachs
New York
$53.9M +$54.1M +2,122,037 +17,540%
APC
19
Aristotle Pacific Capital
California
$49.4M -$8.07M -316,581 -14%
AssetMark Inc
20
AssetMark Inc
California
$44.6M +$2.65M +103,936 +6%
SMFG
21
Sumitomo Mitsui Financial Group
Japan
$41.8M +$6.85M +268,828 +19%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$40.5M +$3.37M +132,268 +9%
BMM
23
Berkshire Money Management
Massachusetts
$40.4M +$2.28M +89,466 +6%
SIC
24
Sigma Investment Counselors
Michigan
$38.5M +$1.49M +58,362 +4%
ACM
25
Advisors Capital Management
New Jersey
$37.6M +$276K +10,826 +0.7%