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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
RFS
301
Richardson Financial Services
Massachusetts
$12.6K +$556 +24 +5%
NFSG
302
Newbridge Financial Services Group
Florida
$9.96K +$209 +9 +2%
TWP
303
Triad Wealth Partners
Kansas
$9.25K +$9.22K +398 New
CPG
304
Cornerstone Planning Group
New Jersey
$8.6K +$8.62K +372 New
PFA
305
Pathway Financial Advisers
Indiana
$7.69K +$4.87K +210 +174%
GI
306
Gradient Investments
Minnesota
$7.43K +$5.93K +256 +400%
William Blair & Company
307
William Blair & Company
Illinois
$6.25K +$6.23K +269 New
MCM
308
MidAtlantic Capital Management
Virginia
$6.13K
ME
309
McIlrath & Eck
Washington
$4.61K +$93 +4 +2%
AWM
310
Angeles Wealth Management
California
$4.04K
Fidelity Investments
311
Fidelity Investments
Massachusetts
$3.68K +$3.68K +159 New
SWM
312
Sanctuary Wealth Management
Idaho
$2.97K +$2.96K +128 New
FCAS
313
First Command Advisory Services
Texas
$2.56K +$2.92K +126 +115%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$2.23K -$10.5K -453 -83%
AAP
315
Arax Advisory Partners
Colorado
$2.04K
TRCT
316
Tower Research Capital (TRC)
New York
$1.6K
AF
317
Allworth Financial
California
$1.24K
IRAG
318
Investment Research & Advisory Group
Georgia
$1.04K
T
319
Tidemark
California
$627
SAM
320
Smartleaf Asset Management
Massachusetts
$581 +$139 +6 +32%
APCM
321
Alaska Permanent Capital Management
Alaska
$279 +$278 +12 New
SC
322
SouthState Corp
Florida
$232 +$232 +10 New
UBS AM
323
UBS AM
Illinois
-$7.18M -306,000 Closed
CG
324
Cynosure Group
Utah
-$2.81M -119,736 Closed
BCM
325
BlueCrest Capital Management
Jersey
-$1.66M -70,966 Closed