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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
PFM
301
Phillips Financial Management
Indiana
$332K -$30.4K -1,282 -8%
SAW
302
Signal Advisors Wealth
Michigan
$321K +$324K +13,674 New
BRWA
303
B. Riley Wealth Advisors
Florida
$321K -$624K -26,317 -66%
GVCM
304
Global View Capital Management
Wisconsin
$318K +$320K +13,499 New
LG
305
LaFleur & Godfrey
Michigan
$316K +$22.4K +943 +8%
EP
306
Essential Planning
New Hampshire
$314K +$314K +13,240 New
BIA
307
Bell Investment Advisors
California
$313K -$6.41K -270 -2%
GA
308
Geller Advisors
New York
$312K
KFI
309
Key Financial Inc
Pennsylvania
$311K +$7.36K +310 +2%
IA
310
IFP Advisors
Florida
$308K -$43.2K -1,821 -12%
Mercer Global Advisors
311
Mercer Global Advisors
Colorado
$304K -$46.3K -1,952 -13%
CAP
312
Columbia Advisory Partners
Washington
$302K +$28.2K +1,190 +10%
FAIM
313
Financial Advocates Investment Management
Washington
$302K +$3.18K +134 +1%
LIA
314
Lynx Investment Advisory
District of Columbia
$301K +$11.3K +476 +4%
SIA
315
Strategic Investment Advisors
Michigan
$295K +$6.26K +264 +2%
CW
316
CreativeOne Wealth
Kansas
$294K +$69.7K +2,937 +31%
AWM
317
Ariadne Wealth Management
California
$293K +$21.5K +907 +8%
SW
318
SVB Wealth
Massachusetts
$292K +$295K +12,450 New
CAC
319
Certified Advisory Corp
Florida
$292K +$295K +12,424 New
HWAM
320
Hennion & Walsh Asset Management
New Jersey
$291K +$9.85K +415 +3%
PFA
321
Petra Financial Advisors
Colorado
$286K +$9.18K +387 +3%
KWM
322
KFG Wealth Management
Indiana
$284K -$45.4K -1,915 -14%
DZ Bank
323
DZ Bank
Germany
$283K +$281K +11,838 +5,285%
PB
324
Pinnacle Bancorp
Nebraska
$281K
GIA
325
Gladstone Institutional Advisory
Florida
$273K -$18.8K -792 -6%