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State Street SPDR Portfolio High Yield Bond ETF

437 hedge funds and large institutions have $4.36B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 215 increasing their positions, 87 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 35

147% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 87

36% more funds holding in top 10

Funds holding in top 10: 2230 (+8)

24% more capital invested

Capital invested by funds: $3.52B → $4.36B (+$837M)

17% more funds holding

Funds holding: 372437 (+65)

1.29% less ownership

Funds ownership: 66.22%64.93% (-1.3%)

Holders
437
Holders Change
+65
Holders Change %
+17.47%
% of All Funds
5.76%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.4%
New
110
Increased
215
Reduced
87
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
226
Brown Financial Advisory
Alabama
$908K -$9.96K -420 -1%
APC
227
Aspire Private Capital
North Carolina
$864K +$90.4K +3,812 +12%
SPF
228
South Plains Financial
Texas
$863K +$872K +36,770 New
PAS
229
Park Avenue Securities
New York
$839K +$38.3K +1,615 +5%
SA
230
Stewardship Advisors
Pennsylvania
$823K +$193K +8,147 +30%
CFGS
231
Concourse Financial Group Securities
Alabama
$823K +$822K +34,649 New
HOWA
232
Heritage Oak Wealth Advisors
Florida
$812K +$821K +34,595 New
BCA
233
Bay Colony Advisors
Massachusetts
$808K +$31.9K +1,343 +4%
CA
234
Continuum Advisory
Idaho
$808K +$116K +4,884 +17%
AWA
235
Arkadios Wealth Advisors
Georgia
$803K +$124K +5,206 +18%
Pathstone Holdings
236
Pathstone Holdings
New Jersey
$763K +$60K +2,530 +8%
HPC
237
Hobart Private Capital
North Carolina
$754K +$762K +32,109 New
TC
238
Trilogy Capital
California
$739K -$104K -4,400 -12%
MWA
239
Midland Wealth Advisors
Illinois
$736K +$108K +4,546 +17%
PWA
240
Provenance Wealth Advisors
Florida
$696K
AAM
241
Advisors Asset Management
Colorado
$695K +$99.3K +4,184 +16%
CIA
242
Compass Ion Advisors
Pennsylvania
$681K -$2.18K -92 -0.3%
HighTower Advisors
243
HighTower Advisors
Illinois
$671K -$47.5K -2,000 -7%
EB
244
Exchange Bank
California
$666K +$105K +4,420 +18%
APWM
245
Anchor Pointe Wealth Management
Missouri
$655K +$662K +27,897 New
VWA
246
Visionary Wealth Advisors
Illinois
$650K +$28.6K +1,205 +5%
WIM
247
WealthPlan Investment Management
Nebraska
$642K +$32.8K +1,382 +5%
LA
248
Lifeworks Advisors
Michigan
$629K -$156K -6,564 -20%
GWCM
249
Godshalk Welsh Capital Management
Pennsylvania
$627K +$93.1K +3,925 +17%
LGW
250
Leslie Global Wealth
Illinois
$627K -$628K -26,454 -50%