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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
GWM
276
Geneos Wealth Management
Colorado
$92K -$8.09K -349 -8%
WT
277
Whittier Trust
California
$90.4K
AFWM
278
Abich Financial Wealth Management
Virginia
$89.1K +$6.81K +294 +8%
FFA
279
Founders Financial Alliance
North Carolina
$88.5K
CA
280
CoreCap Advisors
Michigan
$69K -$116 -5 -0.2%
PTC
281
Private Trust Company
Ohio
$68.3K
HR
282
Howe & Rusling
New York
$59.8K +$278 +12 +0.5%
BWL
283
Bogart Wealth LLC
Virginia
$59K +$649 +28 +1%
TSWM
284
Tyler-Stone Wealth Management
Ohio
$55.2K
TF
285
Tompkins Financial
New York
$51.4K
ACA
286
Aptus Capital Advisors
Alabama
$51.2K -$29.9K -1,290 -37%
AF
287
Advisornet Financial
Minnesota
$47.7K
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$46.5K -$4.7K -203 -10%
HGERS
289
Householder Group Estate & Retirement Specialist
Arizona
$43K +$20.5K +885 +89%
CIBC Private Wealth Group
290
CIBC Private Wealth Group
Georgia
$29K
NP
291
NorthRock Partners
Minnesota
$28.9K +$23 +1 +0.1%
GLR
292
Great Lakes Retirement
Ohio
$28.2K +$28.1K +1,212 New
WT
293
Washington Trust
Rhode Island
$27.5K
CP
294
Castleview Partners
Texas
$27.5K +$10.3K +444 +60%
Franklin Resources
295
Franklin Resources
California
$26.3K +$9.15K +395 +53%
CIA
296
Cape Investment Advisory
Georgia
$25.4K +$348 +15 +1%
HCM
297
Hollencrest Capital Management
California
$24.5K +$24.4K +1,054 New
HCP
298
Hexagon Capital Partners
Arkansas
$22.8K +$3.57K +154 +19%
MPWT
299
MassMutual Private Wealth & Trust
Connecticut
$20.7K +$9.04K +390 +78%
AIC
300
Archer Investment Corporation
Indiana
$14.1K