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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
BTS Asset Management
Massachusetts
$510K +$501K +21,210 New
CPRC
227
Consolidated Portfolio Review Corp
New York
$509K +$195K +8,250 +64%
WAM
228
Worth Asset Management
Texas
$505K +$496K +21,006 New
OC
229
Oppenheimer & Co
New York
$496K +$486K +20,606 New
CWM
230
Collaborative Wealth Management
Florida
$484K -$24.3K -1,029 -5%
Betterment LLC
231
Betterment LLC
New York
$482K +$17.3K +735 +4%
Victory Capital Management
232
Victory Capital Management
Texas
$481K
FPWM
233
FSB Premier Wealth Management
Iowa
$467K -$5.95K -252 -1%
SCM
234
Saxony Capital Management
Missouri
$465K +$209K +8,866 +85%
FG
235
Fairman Group
Pennsylvania
$463K +$200K +8,485 +79%
Qube Research & Technologies (QRT)
236
Qube Research & Technologies (QRT)
United Kingdom
$455K +$447K +18,923 New
CAS
237
Coppell Advisory Solutions
Texas
$442K -$3.37K -143 -0.8%
HI
238
Harbour Investments
Wisconsin
$428K +$232K +9,845 +124%
APW
239
Austin Private Wealth
Texas
$428K -$35.1K -1,487 -8%
AI
240
Auour Investments
Massachusetts
$423K +$419K +17,770 New
GWSG
241
GPS Wealth Strategies Group
Colorado
$411K -$22.9K -971 -5%
MPW
242
MGO Private Wealth
California
$408K -$5.26K -223 -1%
VI
243
VanderPol Investments
Michigan
$398K +$24.4K +1,032 +7%
PIWA
244
Prevail Innovative Wealth Advisors
Kansas
$397K +$389K +16,492 New
BAM
245
Belpointe Asset Management
Nevada
$392K +$384K +16,280 New
SB
246
Strategic Blueprint
Georgia
$391K -$18.9K -803 -5%
SL
247
SWMG LLC
Texas
$387K +$384K +16,275 New
NRI
248
NFP Retirement Inc
California
$381K -$57.7K -2,447 -13%
CCFM
249
Clear Creek Financial Management
Washington
$378K +$371K +15,730 New
AWA
250
Arete Wealth Advisors
Illinois
$377K -$938K -39,761 -72%