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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
MIA
251
MainStreet Investment Advisors
Illinois
$610K +$617K +26,010 New
FTS
252
Fifth Third Securities
Ohio
$608K +$615K +25,917 New
WG
253
Wealth Group
North Carolina
$604K +$102K +4,319 +20%
AFAS
254
Acorn Financial Advisory Services
Virginia
$596K +$49.6K +2,089 +9%
MW
255
Maia Wealth
Colorado
$592K +$227K +9,577 +63%
LSIA
256
LaSalle St. Investment Advisors
Illinois
$587K
GFA
257
Gallagher Fiduciary Advisors
Illinois
$583K +$589K +24,819 New
MPWT
258
MassMutual Private Wealth & Trust
Connecticut
$573K +$426K +17,945 +278%
CCC
259
Compass Capital Corp
Massachusetts
$567K +$573K +24,167 New
PIWA
260
Prevail Innovative Wealth Advisors
Kansas
$555K +$170K +7,176 +44%
LSA
261
Lion Street Advisors
Texas
$540K +$546K +23,000 New
VFPW
262
Vantage Financial Partners (Wisconsin)
Wisconsin
$530K -$107K -4,515 -17%
Betterment LLC
263
Betterment LLC
New York
$524K +$54.9K +2,314 +12%
YIM
264
Yoffe Investment Management
Pennsylvania
$515K +$521K +21,941 New
FG
265
Fairman Group
Pennsylvania
$501K +$49.8K +2,100 +11%
HI
266
Harbour Investments
Wisconsin
$498K +$81K +3,415 +19%
CPRC
267
Consolidated Portfolio Review Corp
New York
$497K
AI
268
Auour Investments
Massachusetts
$492K +$68.9K +2,905 +16%
WWM
269
Western Wealth Management
Colorado
$486K -$23.8K -1,005 -5%
AC
270
Apella Capital
Connecticut
$481K +$486K +20,479 New
Millennium Management
271
Millennium Management
New York
$480K -$247K -10,409 -34%
OC
272
Oppenheimer & Co
New York
$474K -$10.1K -424 -2%
BCI
273
Brinker Capital Investments
Pennsylvania
$464K +$129K +5,426 +38%
OPS
274
Orion Portfolio Solutions
Nebraska
$464K +$129K +5,426 +38%
SWM
275
Spire Wealth Management
Virginia
$460K +$102K +4,315 +28%