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State Street SPDR Portfolio High Yield Bond ETF

524 hedge funds and large institutions have $6.49B invested in State Street SPDR Portfolio High Yield Bond ETF in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 266 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 143

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 3535 (0)

5% less capital invested

Capital invested by funds: $6.82B → $6.49B (-$325M)

2% less funds holding

Funds holding: 534524 (-10)

2.75% less ownership

Funds ownership: 65.6%62.85% (-2.8%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $294K

Holders
524
Holders Change
-10
Holders Change %
-1.87%
% of All Funds
6.45%
Holding in Top 10
35
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
66
Increased
266
Reduced
143
Closed
61
Calls
Puts
$294K
Net Calls
-$294K
Net Calls Change
-$294K
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
301
Moneta Group Investment Advisors
Missouri
$606K +$86.9K +3,684 +17%
SWP
302
Stratos Wealth Partners
Ohio
$592K -$12.1K -514 -2%
AI
303
Atria Investments
North Carolina
$583K -$870K -36,874 -60%
LA
304
Lifeworks Advisors
Michigan
$582K -$1.22M -51,823 -68%
WWM
305
Western Wealth Management
Colorado
$581K +$254K +10,781 +76%
TCP
306
TMB Capital Partners
Arkansas
$574K +$21.8K +923 +4%
GWP
307
Gateway Wealth Partners
Wisconsin
$570K +$577K +24,437 New
IFA
308
Index Fund Advisors
California
$568K +$16.5K +700 +3%
HWAM
309
Hennion & Walsh Asset Management
New Jersey
$566K +$130K +5,530 +29%
SWM
310
Sandro Wealth Management
New Jersey
$560K +$203K +8,596 +56%
LGW
311
Leslie Global Wealth
Illinois
$548K -$149K -6,335 -21%
GFA
312
Gallagher Fiduciary Advisors
Illinois
$548K -$12.4K -524 -2%
Millennium Management
313
Millennium Management
New York
$546K +$553K +23,417 New
NLWP
314
Next Level Wealth Planning
Idaho
$540K +$149K +6,309 +37%
MWM
315
Meridian Wealth Management
Kentucky
$537K -$64.8K -2,746 -11%
YIM
316
Yoffe Investment Management
Pennsylvania
$532K +$2.9K +123 +0.5%
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$523K +$61.8K +2,620 +13%
AWM
318
Avior Wealth Management
Nebraska
$519K +$10.2K +434 +2%
CFAM
319
Center For Asset Management
Florida
$516K +$72.1K +3,055 +16%
PFA
320
Portland Financial Advisors
New York
$509K +$36.7K +1,555 +8%
WIM
321
WealthPlan Investment Management
Nebraska
$507K -$24.1K -1,023 -4%
CA
322
Clearstead Advisors
Ohio
$497K -$11M -465,420 -96%
IFWM
323
Institute for Wealth Management
Colorado
$496K +$502K +21,276 New
OFS
324
OneAscent Financial Services
Alabama
$491K +$161K +6,820 +48%
SAM
325
Smartleaf Asset Management
Massachusetts
$491K +$462K +19,573 +1,165%