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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 %
PFBT
251
Parkside Financial Bank & Trust
Missouri
$12.8K +$795 +34 +7%
T
252
Tidemark
California
$10.8K +$10.8K +462 New
NFSG
253
Newbridge Financial Services Group
Florida
$9.7K +$257 +11 +3%
FWM
254
Focused Wealth Management
New York
$7.38K +$93 +4 +1%
TVAMP
255
Tennessee Valley Asset Management Partners
Tennessee
$6.65K +$6.65K +284 New
MCM
256
MidAtlantic Capital Management
Virginia
$6.17K +$6.17K +264 New
ETC
257
Exchange Traded Concepts
Oklahoma
$5.96K +$5.96K +255 New
GWS
258
Glassman Wealth Services
Virginia
$5.4K +$140 +6 +3%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$5.28K
ME
260
McIlrath & Eck
Washington
$4.48K -$3.6M -154,060 -100%
AWM
261
Angeles Wealth Management
California
$4.07K +$4.07K +174 New
JPMorgan Chase & Co
262
JPMorgan Chase & Co
New York
$3.79K -$1.8M -77,060 -100%
NP
263
NorthRock Partners
Minnesota
$2.99K +$2.99K +128 New
AAP
264
Arax Advisory Partners
Colorado
$2.06K
VAG
265
VisionPoint Advisory Group
Texas
$2.01K +$678 +29 +51%
TRCT
266
Tower Research Capital (TRC)
New York
$1.61K
AF
267
Allworth Financial
California
$1.24K
IGWM
268
ICA Group Wealth Management
Colorado
$1.17K +$1.17K +50 New
IRAG
269
Investment Research & Advisory Group
Georgia
$1.05K
CP
270
Castleview Partners
Texas
$959 +$772 +33 +413%
ODG
271
O'Dell Group
Ohio
$491 +$491 +21 New
Fidelity Investments
272
Fidelity Investments
Massachusetts
$23 -$1.15K -50 -98%
SA
273
SAM Advisors
California
-$12M -537,297 Closed
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
-$11.1M -494,742 Closed
Bank of Montreal
275
Bank of Montreal
Ontario, Canada
-$5.4M -237,200 Closed