We are live on ! Find out more
SPHY icon

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
DCM
251
Dimension Capital Management
Florida
$228K
BMMM
252
Boston Mountain Money Management
Arkansas
$227K +$2.9K +125 +1%
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$225K
Calamos Advisors
254
Calamos Advisors
Illinois
$224K
PB
255
Pinnacle Bancorp
Nebraska
$221K +$221K +9,520 New
CFAM
256
Center For Asset Management
Florida
$212K +$211K +9,123 New
BGA
257
Battery Global Advisors
Massachusetts
$211K
NS
258
NBC Securities
Alabama
$207K +$7.37K +318 +4%
UWM
259
USAdvisors Wealth Management
Minnesota
$202K +$202K +8,736 New
P
260
&Partners
Tennessee
$200K +$200K +8,619 New
HI
261
Harbour Investments
Wisconsin
$185K +$42.8K +1,849 +30%
BEI
262
Benjamin Edwards Inc
Missouri
$182K +$13.7K +591 +8%
CIAS
263
Capital Investment Advisory Services
North Carolina
$181K +$29.1K +1,256 +19%
BFPW
264
BOK Financial Private Wealth
Colorado
$163K +$15.5K +667 +11%
SS
265
Sunbelt Securities
Texas
$161K +$1.67K +72 +1%
SWM
266
Spire Wealth Management
Virginia
$159K +$24.9K +1,075 +19%
WTC
267
WhitTier Trust Company
Nevada
$156K
CHA
268
Carmichael Hill & Associates
Maryland
$151K +$33.4K +1,443 +29%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$144K +$139K +5,983 +2,836%
WOSD
270
WFA of San Diego
California
$125K +$125K +5,393 New
TWC
271
TD Waterhouse Canada
Ontario, Canada
$124K
EWA
272
EP Wealth Advisors
California
$121K +$121K +5,220 New
CFB
273
Cullen/Frost Bankers
Texas
$120K +$119K +5,157 New
QCG
274
Quadrant Capital Group
Ohio
$116K +$116K +5,000 New
ATPW
275
Ashton Thomas Private Wealth
Arizona
$111K +$110K +4,768 New