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State Street SPDR Portfolio High Yield Bond ETF

321 hedge funds and large institutions have $3.12B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 187 increasing their positions, 60 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

212% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 60

88% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 25

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

11% more capital invested

Capital invested by funds: $2.81B → $3.12B (+$304M)

5% more funds holding

Funds holding: 307321 (+14)

2.49% less ownership

Funds ownership: 69.17%66.68% (-2.5%)

Holders
321
Holders Change
+14
Holders Change %
+4.56%
% of All Funds
4.64%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.27%
New
47
Increased
187
Reduced
60
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$304K -$36.9K -1,593 -11%
KFI
227
Key Financial Inc
Pennsylvania
$300K +$11.4K +494 +4%
CPRC
228
Consolidated Portfolio Review Corp
New York
$300K +$8.06K +348 +3%
GIA
229
Gladstone Institutional Advisory
Florida
$298K +$5.03K +217 +2%
MA
230
MONECO Advisors
Connecticut
$293K -$55.3K -2,386 -16%
IA
231
IFP Advisors
Florida
$284K +$50.6K +2,186 +22%
SIA
232
Strategic Investment Advisors
Michigan
$280K +$8.09K +349 +3%
National Bank of Canada
233
National Bank of Canada
Quebec, Canada
$275K +$6.02K +260 +2%
KWM
234
KFG Wealth Management
Indiana
$273K +$54.5K +2,354 +25%
AWM
235
Ariadne Wealth Management
California
$272K +$271K +11,702 New
PFA
236
Petra Financial Advisors
Colorado
$266K -$119K -5,119 -31%
OIA
237
OneDigital Investment Advisors
Kansas
$265K -$3.17K -137 -1%
MAS
238
Madden Advisory Services
Florida
$264K +$25.7K +1,110 +11%
LG
239
LaFleur & Godfrey
Michigan
$255K +$255K +10,988 New
JCIA
240
Jackson Creek Investment Advisors
Colorado
$252K -$265K -11,428 -51%
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
$251K +$250K +10,800 New
NC
242
Napatree Capital
Rhode Island
$251K +$1.11K +48 +0.4%
FA
243
FSA Advisors
Michigan
$250K -$3.34K -144 -1%
FG
244
Fairman Group
Pennsylvania
$250K +$199K +8,600 +400%
SW
245
SVB Wealth
Massachusetts
$247K -$261K -11,272 -51%
SCM
246
Saxony Capital Management
Missouri
$244K +$243K +10,483 New
LIA
247
Lynx Investment Advisory
District of Columbia
$241K +$240K +10,362 New
Northern Trust
248
Northern Trust
Illinois
$239K +$239K +10,305 New
D
249
Dentgroup
Louisiana
$236K +$235K +10,159 New
WCFA
250
Walkner Condon Financial Advisors
Wisconsin
$229K +$7K +302 +3%