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State Street SPDR Portfolio High Yield Bond ETF

372 hedge funds and large institutions have $3.52B invested in State Street SPDR Portfolio High Yield Bond ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 185 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 24

126% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 82

16% more funds holding

Funds holding: 321372 (+51)

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

13% more capital invested

Capital invested by funds: $3.12B → $3.52B (+$405M)

0.47% less ownership

Funds ownership: 66.68%66.22% (-0.47%)

Holders
372
Holders Change
+51
Holders Change %
+15.89%
% of All Funds
5.34%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.32%
New
76
Increased
185
Reduced
82
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
301
CreativeOne Wealth
Kansas
$231K +$226K +9,593 New
PWM
302
Prosperity Wealth Management
California
$226K +$222K +9,401 New
GS
303
GTS Securities
New York
$221K +$217K +9,186 New
BGA
304
Battery Global Advisors
Massachusetts
$219K
CIAS
305
Capital Investment Advisory Services
North Carolina
$217K +$29K +1,229 +16%
IWS
306
Integrity Wealth Solutions
Colorado
$211K +$207K +8,753 New
NAMNJ
307
NorthStar Asset Management (New Jersey)
New Jersey
$204K +$200K +8,465 New
EWA
308
EP Wealth Advisors
California
$176K +$49.8K +2,112 +40%
SS
309
Sunbelt Securities
Texas
$169K +$1.75K +74 +1%
CHA
310
Carmichael Hill & Associates
Maryland
$165K +$8.54K +362 +6%
WTC
311
WhitTier Trust Company
Nevada
$162K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$155K +$131K +5,570 +626%
WOSD
313
WFA of San Diego
California
$130K
AWA
314
Authentikos Wealth Advisory
California
$127K +$124K +5,274 New
BFPW
315
BOK Financial Private Wealth
Colorado
$121K -$46.5K -1,971 -28%
QCG
316
Quadrant Capital Group
Ohio
$120K
PTC
317
Private Trust Company
Ohio
$114K +$42.9K +1,817 +62%
AA
318
Ancora Advisors
Ohio
$104K +$102K +4,306 New
WT
319
Whittier Trust
California
$93.6K
FFA
320
Founders Financial Alliance
North Carolina
$91.5K -$94 -4 -0.1%
CA
321
CoreCap Advisors
Michigan
$71.8K +$330 +14 +0.5%
HR
322
Howe & Rusling
New York
$62.2K +$307 +13 +0.5%
HGERS
323
Householder Group Estate & Retirement Specialist
Arizona
$62K +$16.8K +710 +38%
BWL
324
Bogart Wealth LLC
Virginia
$61.7K +$684 +29 +1%
AF
325
Advisornet Financial
Minnesota
$58.9K +$9.39K +398 +19%