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SPDR Portfolio High Yield Bond ETF

270 hedge funds and large institutions have $2.45B invested in SPDR Portfolio High Yield Bond ETF in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+63
Holders Change %
+30.43%
% of All Funds
3.96%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.23%
New
91
Increased
104
Reduced
59
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WT
226
Whittier Trust
California
$104K -$18.2K -780 -15%
IA
227
IFP Advisors
Florida
$102K -$250K -10,707 -71%
HI
228
Harbour Investments
Wisconsin
$99K -$19.3K -827 -16%
BFPW
229
BOK Financial Private Wealth
Colorado
$92.4K +$27.1K +1,159 +41%
ACA
230
Aptus Capital Advisors
Alabama
$91.3K -$1.15K -49 -1%
FFA
231
Founders Financial Alliance
North Carolina
$89.1K +$3.04K +130 +4%
PTC
232
Private Trust Company
Ohio
$68.7K -$3.55K -152 -5%
HR
233
Howe & Rusling
New York
$59.7K +$374 +16 +0.6%
HGERS
234
Householder Group Estate & Retirement Specialist
Arizona
$54K +$552 +24 +1%
TF
235
Tompkins Financial
New York
$51.7K
SWM
236
Spire Wealth Management
Virginia
$42K
BWL
237
Bogart Wealth LLC
Virginia
$36.8K -$3.81K -163 -9%
CIA
238
Cape Investment Advisory
Georgia
$34.7K +$34.7K +1,486 New
CA
239
Clearstead Advisors
Ohio
$33.4K +$33.4K +1,428 New
AFS
240
Annapolis Financial Services
Maryland
$28.6K +$28.6K +1,223 New
WT
241
Washington Trust
Rhode Island
$27.7K
ASN
242
Advisory Services Network
Georgia
$22.6K +$22.6K +965 New
RIM
243
Rockbridge Investment Management
New York
$21.6K +$21.6K +924 New
FGAM
244
Financial Gravity Asset Management
Texas
$21.4K +$816 +37 +4%
HWA
245
HHM Wealth Advisors
Tennessee
$20.6K -$5.73K -245 -22%
Franklin Resources
246
Franklin Resources
California
$16.9K +$4.21K +180 +33%
RCM
247
Raleigh Capital Management
North Carolina
$15.9K +$6.85K +293 +75%
HCP
248
Hexagon Capital Partners
Arkansas
$15.1K +$15.1K +646 New
AIC
249
Archer Investment Corporation
Indiana
$14.2K
AF
250
Advisornet Financial
Minnesota
$13.7K