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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
SFO
276
Stokes Family Office
Louisiana
$459K +$464K +19,572 New
BFG
277
Birch Financial Group
New Hampshire
$459K +$464K +19,558 New
PWM
278
Prosperity Wealth Management
California
$458K +$240K +10,107 +108%
Calamos Advisors
279
Calamos Advisors
Illinois
$453K +$229K +9,644 +100%
FPWM
280
FSB Premier Wealth Management
Iowa
$452K -$4.25K -179 -0.9%
CWM
281
Collaborative Wealth Management
Florida
$450K -$22.5K -947 -5%
APW
282
Austin Private Wealth
Texas
$426K +$8.16K +344 +2%
EFG
283
Ehrlich Financial Group
California
$421K +$425K +17,927 New
Jane Street
284
Jane Street
New York
$419K +$121K +5,088 +40%
WA
285
WPG Advisers
Maryland
$417K +$422K +17,781 New
SWTS
286
Stonehaven Wealth & Tax Solutions
Wisconsin
$414K +$419K +17,651 New
GWSG
287
GPS Wealth Strategies Group
Colorado
$403K +$1.47K +62 +0.4%
GSEP
288
Golden State Equity Partners
California
$402K +$406K +17,120 +68,480%
NRI
289
NFP Retirement Inc
California
$397K +$25.1K +1,059 +7%
BAM
290
Belpointe Asset Management
Nevada
$393K +$5.98K +252 +2%
SL
291
SWMG LLC
Texas
$377K -$9.02K -380 -2%
TA
292
TFG Advisers
Michigan
$374K +$378K +15,933 New
ISFAN
293
Investor's Fiduciary Advisor Network
Washington
$368K +$372K +15,680 New
IW
294
Instrumental Wealth
Florida
$360K +$29.4K +1,239 +9%
PFA
295
Peak Financial Advisors
Colorado
$349K -$5.58K -235 -2%
AFP
296
Ausdal Financial Partners
Iowa
$349K +$9.85K +415 +3%
CAS
297
Coppell Advisory Solutions
Texas
$348K -$84.2K -3,548 -19%
UCFA
298
United Capital Financial Advisors
Texas
$348K +$2.18K +92 +0.6%
SCA
299
Scott Capital Advisors
Oregon
$342K +$7.9K +333 +2%
NC
300
Napatree Capital
Rhode Island
$342K +$89.5K +3,772 +35%