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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
DZ Bank
326
DZ Bank
Germany
$488K -$45.1K -1,910 -8%
CCC
327
Compass Capital Corp
Massachusetts
$483K -$2.1K -89 -0.4%
FG
328
Fairman Group
Pennsylvania
$482K -$15.5K -655 -3%
PWA
329
Provenance Wealth Advisors
Florida
$479K
JPLA
330
Joseph P. Lucia & Associates
New York
$479K +$87.3K +3,701 +22%
DC
331
Davenport & Co
Virginia
$474K +$22.1K +936 +5%
William Blair & Company
332
William Blair & Company
Illinois
$466K +$4.13K +175 +0.9%
IRAG
333
Investment Research & Advisory Group
Georgia
$461K +$29.2K +1,238 +7%
SAM
334
Synergy Asset Management
Washington
$459K +$47.6K +2,018 +11%
GWM
335
Geneos Wealth Management
Colorado
$455K +$37.9K +1,607 +9%
WF
336
WealthPoint Financial
North Carolina
$451K +$96.5K +4,090 +27%
KWM
337
Kingsview Wealth Management
Oregon
$446K -$1.24M -52,360 -73%
NRI
338
NFP Retirement Inc
California
$444K +$80.3K +3,403 +22%
AWA
339
Acorn Wealth Advisors
Michigan
$429K +$34.9K +1,478 +9%
WAP
340
Wealthcare Advisory Partners
Pennsylvania
$421K +$44.1K +1,869 +12%
SWTS
341
Stonehaven Wealth & Tax Solutions
Wisconsin
$418K +$19.9K +845 +5%
IW
342
Instrumental Wealth
Florida
$412K +$5.9K +250 +1%
Corient Private Wealth
343
Corient Private Wealth
Florida
$409K -$491K -20,805 -39%
SLG
344
Sanchez Levi Garrett
$409K +$414K +17,533 New
National Bank of Canada
345
National Bank of Canada
Quebec, Canada
$408K +$90.6K +3,841 +28%
IAG
346
Investment Advisory Group
Massachusetts
$399K +$48K +2,035 +14%
MAS
347
Madden Advisory Services
Florida
$395K +$23.6K +1,000 +6%
TGAM
348
TBH Global Asset Management
Tennessee
$394K +$398K +16,885 New
LG
349
LaFleur & Godfrey
Michigan
$394K +$13.6K +575 +4%
ASN
350
Advisory Services Network
Georgia
$392K +$16.8K +714 +4%