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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
PFM
251
Phillips Financial Management
Indiana
$371K +$30.3K +1,282 +9%
SWM
252
Spire Wealth Management
Virginia
$368K +$199K +8,435 +123%
FTUS
253
Flow Traders U.S.
New York
$365K +$358K +15,178 New
PFA
254
Peak Financial Advisors
Colorado
$363K +$20.5K +867 +6%
MW
255
Maia Wealth
Colorado
$362K +$360K +15,270 New
IA
256
IFP Advisors
Florida
$359K +$64.5K +2,733 +22%
Mercer Global Advisors
257
Mercer Global Advisors
Colorado
$356K -$7.95K -337 -2%
UCFA
258
United Capital Financial Advisors
Texas
$354K -$9.49K -402 -3%
AFP
259
Ausdal Financial Partners
Iowa
$347K +$14K +593 +4%
BCI
260
Brinker Capital Investments
Pennsylvania
$344K -$31.4K -1,332 -9%
OPS
261
Orion Portfolio Solutions
Nebraska
$344K -$31.4K -1,332 -9%
SCA
262
Scott Capital Advisors
Oregon
$343K +$3.73K +158 +1%
KWM
263
KFG Wealth Management
Indiana
$337K +$53K +2,248 +19%
IW
264
Instrumental Wealth
Florida
$332K +$13.4K +567 +4%
BIA
265
Bell Investment Advisors
California
$327K -$1.47M -62,195 -82%
PA
266
PFG Advisors
Arizona
$327K +$321K +13,584 New
GA
267
Geller Advisors
New York
$320K
KFI
268
Key Financial Inc
Pennsylvania
$311K
Jane Street
269
Jane Street
New York
$307K +$302K +12,780 New
FAIM
270
Financial Advocates Investment Management
Washington
$306K -$8.33K -353 -3%
LG
271
LaFleur & Godfrey
Michigan
$301K +$35.8K +1,518 +14%
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$299K +$10.5K +445 +4%
GIA
273
Gladstone Institutional Advisory
Florida
$299K -$9.44K -400 -3%
LIA
274
Lynx Investment Advisory
District of Columbia
$297K +$46.5K +1,972 +19%
SIA
275
Strategic Investment Advisors
Michigan
$296K +$6.39K +271 +2%