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State Street SPDR Portfolio High Yield Bond ETF

454 hedge funds and large institutions have $5.93B invested in State Street SPDR Portfolio High Yield Bond ETF in 2025 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 237 increasing their positions, 113 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 113

78% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 37

51% more call options, than puts

Call options by funds: $262K | Put options by funds: $174K

36% more capital invested

Capital invested by funds: $4.36B → $5.93B (+$1.57B)

7% more funds holding in top 10

Funds holding in top 10: 3032 (+2)

4% more funds holding

Funds holding: 437454 (+17)

3.17% more ownership

Funds ownership: 64.93%68.09% (+3.2%)

Holders
454
Holders Change
+17
Holders Change %
+3.89%
% of All Funds
6.09%
Holding in Top 10
32
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+6.67%
% of All Funds
0.43%
New
66
Increased
237
Reduced
113
Closed
37
Calls
$262K
Puts
$174K
Net Calls
+$88K
Net Calls Change
+$88K
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
251
SMH Capital Advisors
Texas
$703K -$709K -30,000 -50%
PWA
252
Provenance Wealth Advisors
Florida
$694K
PFG
253
Pacific Financial Group
Washington
$693K -$329K -13,913 -32%
GSEP
254
Golden State Equity Partners
California
$691K +$292K +12,359 +72%
SC
255
Savant Capital
Illinois
$679K +$685K +29,006 New
CIA
256
Compass Ion Advisors
Pennsylvania
$678K -$1.61K -68 -0.2%
MW
257
Maia Wealth
Colorado
$664K +$101K +4,263 +17%
NA
258
Note Advisors
New York
$642K +$648K +27,402 New
MIA
259
MainStreet Investment Advisors
Illinois
$635K +$26.2K +1,110 +4%
EB
260
Exchange Bank
California
$633K -$31.5K -1,334 -5%
GWCM
261
Godshalk Welsh Capital Management
Pennsylvania
$626K +$591 +25 +0.1%
VWA
262
Visionary Wealth Advisors
Illinois
$626K -$22.8K -966 -3%
AFAS
263
Acorn Financial Advisory Services
Virginia
$625K +$31.3K +1,323 +5%
APC
264
Aspire Private Capital
North Carolina
$624K -$240K -10,152 -28%
FTS
265
Fifth Third Securities
Ohio
$621K +$14.3K +606 +2%
EFG
266
Ehrlich Financial Group
California
$612K +$194K +8,216 +46%
LGW
267
Leslie Global Wealth
Illinois
$601K -$24.1K -1,020 -4%
TC
268
Trilogy Capital
California
$601K -$137K -5,813 -18%
WIM
269
WealthPlan Investment Management
Nebraska
$595K -$45.6K -1,931 -7%
MWP
270
Moller Wealth Partners
$593K +$598K +25,326 New
GFA
271
Gallagher Fiduciary Advisors
Illinois
$591K +$9.81K +415 +2%
MPWT
272
MassMutual Private Wealth & Trust
Connecticut
$588K +$16.2K +685 +3%
SIS
273
Sound Income Strategies
Florida
$585K +$591K +24,996 New
GM
274
GeoWealth Management
Illinois
$543K +$548K +23,204 New
LSA
275
Lion Street Advisors
Texas
$539K